Rockland Trust’s Investment Management Group (IMG) is seeking a highly collaborative, client-centric Portfolio Manager to join our growing wealth management team. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. A central focus of this role is maintaining a strong physical presence with clients—conducting regular in-person meetings to review portfolios, discuss market developments, and evolve strategies in alignment with clients’ long-term objectives.
This position blends advanced portfolio management expertise with a highly personalized, relationship-driven approach, ensuring that each client benefits from thoughtful, proactive, and face-to-face engagement.
Key Responsibilities
- Serve as the primary investment advisor for high-net-worth clients, delivering tailored portfolio strategies and ongoing investment guidance through regular in-person meetings.
- Lead and participate in client meetings—both independently and alongside Relationship Managers—with a strong emphasis on in-person portfolio reviews and relationship development.
- Build deep, trusted relationships with clients by maintaining a consistent on-site presence and proactively engaging in discussions around performance, goals, and market conditions.
- Partner closely with Relationship Managers to deliver a seamless, team-based client experience, supporting both ongoing relationships and new business development.
- Collaborate with internal financial planners, trust officers, private bankers, and other specialists to integrate investment strategies into comprehensive wealth plans.
- Design, implement, and actively manage customized portfolios aligned with client objectives, risk tolerance, tax considerations, and liquidity needs.
- Clearly communicate portfolio positioning, performance results, and market insights in a consultative, client-friendly manner during live meetings and reviews.
- Participate in prospect meetings, presenting investment philosophy and capabilities with confidence and a client-focused approach.
- Execute the firm’s investment philosophy through asset allocation, security selection, and manager due diligence across asset classes.
- Stay actively engaged in investment committee discussions, research initiatives, and portfolio strategy development.
- Ensure portfolios remain aligned with client mandates, internal policies, and regulatory requirements.
- Maintain detailed documentation of client interactions, portfolio decisions, and investment rationale.
- Contribute to continuous improvement in client experience, reporting standards, and investment processes.
Qualifications
- Experience: 5 years of direct portfolio management experience serving high-net-worth clients, with a strong track record of managing discretionary portfolios and leading client relationships.
- Education: Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA or advanced degree preferred.
- Credentials: CFA® or CFP designation a plus; progress toward CFA or similar credential considered.
- Technical Skills: Experience with Bloomberg, FactSet, Morningstar, or similar investment platforms preferred.
Core Competencies
- Exceptional interpersonal and presentation skills, particularly in face-to-face client settings
- Ability to translate complex investment concepts into clear, actionable insights
- Strong relationship management skills with a focus on trust, credibility, and long-term partnership
- Deep analytical and portfolio construction expertise
- Collaborative, team-oriented mindset
Personal Attributes
- Client-first mentality with a commitment to fiduciary excellence
- Professional presence and confidence in leading in-person client engagements
- Detail-oriented, intellectually curious, and highly accountable
- High integrity and sound judgment
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
