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Portfolio Manager

Strategic Trust Portfolio Manager

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Mechanics Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Portfolio Manager
  • Management
    Portfolio Manager
Salary/Wage Range or Industry Benchmark: 165000 - 220000 USD Yearly USD 165000.00 220000.00 YEAR
Job Description & How to Apply Below
A community-focused financial institution in California is seeking a Trust Portfolio Senior Manager to deliver investment advisory services and manage investment portfolios. This role involves collaboration with investment teams and setting Investment Policy Statements for clients. Ideal candidates will have 7 years of wealth management experience and strong analytical and communication skills. A Bachelor’s degree is preferred along with CFA or similar qualifications.

Attractive benefits and competitive salary offered.
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