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Trust Portfolio Manager: Client-Focused Investing

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: TowneBank
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial institutions organization in North Carolina is seeking a Portfolio Manager to support member relationships by managing investment accounts. The ideal candidate will have at least three years of investment management experience, strong analytical skills, and the ability to communicate effectively with members. This role involves preparing financial reports, advising on investment strategies, and ensuring adherence to compliance and fiduciary standards.

The company promotes a collaborative environment with career growth opportunities.
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