Lead Portfolio Manager – Municipal Fixed Income

Role Responsibilities

• Manage a large book of fixed income portfolios on behalf of high‑net‑worth clients, trusts, and institutions
• Implement tax‑sensitive income strategies, with broad investment authority, and act independently within the established VIG (Verification of Investment Guidelines)
• Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
• Communicate the Fixed Income Strategies Team’s current strategy and deliver market updates to the broader Wealth Investment Management community
• Participate in fixed‑income outreach to internal partners
• Provide ongoing support to generalist advisor partners in their knowledge, awareness, and implementation of fixed‑income management
• Work with the Client Relationship Group partners to provide ongoing service to existing clients

• 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education
• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA‑recognized equivalents, such as an active Chartered Financial Analyst designation)
• Proven ability to generate strong investment performance and deliver business growth strategies
• Ability to develop partnerships and collaborate with other business and functional areas
• Knowledge of Bloomberg and/or Bond Edge Municipal fixed‑income trading, research, or portfolio management experience
• Knowledge of coding languages (VBA, Python, R, SQL)

• FINRA Series 65
• Chartered Financial Analyst