Wilmington Trust
Wealth Senior Client Portfolio Manager
Syracuse, NY · Senior
Sponsorship not specified$97k-$162kDetected 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.
Responsibilities
- 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.
Requirements
- 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.
Nice to have
- CFA, progress toward CFA, or CIMA preferred.
Compensation
- The pay range for this position is $97,100.00 - $161,800.00 Annual (USD).
Benefits
- 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.
Company info
- 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.
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This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.