Senior Investment Officer – Wealth & Fiduciary Portfolios
Listed on 2026-09-30
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
The Cape Cod Five Cents Savings Bank is seeking an experienced investment professional to manage fee-based accounts, including personal trusts and high-net-worth relationships, ensuring objectives are met and risk is aligned with client goals.
This role involves supervising portfolio activities across charitable, fiduciary, and individual accounts, collaborating with the CIO on equity focus, and applying broad capital markets knowledge to timely investment decisions.
We are seeking a motivated Senior Investment Officer – Wealth & Fiduciary Portfolios to join The Cape Cod Five Cents Savings Bank in MA, United States.
This posting is for the Senior Investment Officer – Wealth & Fiduciary Portfolios role at The Cape Cod Five Cents Savings Bank, based in MA, United States.
We are looking to fill the Senior Investment Officer – Wealth & Fiduciary Portfolios position at The Cape Cod Five Cents Savings Bank in MA, United States.
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