Wilmington Trust

Wealth Senior Client Portfolio Manager

Radnor, PA · Senior

Sponsorship not specified$107k-$178kDetected 21 days ago

AuditingCommunicationInternal AuditCFA

About the role

Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy's and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust's best thinking.
Track trades and provide timely communication with Investment Advisors.
May work with more complex relationships that have multiple constraints, restrictions, or considerations needed given trust language or existing positions.

Portfolio Manager can also manage entire portfolio to make trades to move towards appropriate target multi asset class strategy set by the Investment Advisor and client.
Proactively manage the client's accounts by placing trades and monitor tracking error in portfolios in accordance with transition plan.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Collaborate with Investment Advisor on decision making process, marrying firm's best thinking with client needs.

Bachelors' degree and three years related work experience, or in lieu of degree, 7 years' relevant professional work experience, with a minimum of 3 years' investment experience.
In depth knowledge of trading procedures, investment platform, and implementing firms best thinking.
Proficient personal computer skills with solid knowledge of Microsoft Office.

Education and Experience Required:
Bachelor's degree and a minimum of 4 years' investment experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 4 years' investment experience.

Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.

This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.