Senior Portfolio Manager, In-Person Client Advisory
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-15
Listing for:
Rockland-Trust-Company
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Rockland Trust’s Investment Management Group seeks a highly collaborative Portfolio Manager to serve as the lead investment advisor for a portfolio of high-net-worth clients. The role emphasizes regular in-person meetings with clients to review portfolios, discuss market developments, and evolve strategies in line with long-term objectives.
You will work with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies and a trusted client experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×