PCS Portfolio Manager

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Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e‑mail interactions.

• Client Development:
  Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size.
• Business
  
  Collaboration:
  
  Work with business partners and participate in One Bank activities, including One Bank meetings, pre‑call planning, and post‑call follow‑up to win new business opportunities, when applicable.
• Investment Planning:
  Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship.
• Proposal Presentation:
  Meet with prospects and clients, preparing and presenting proposals for investment management.
• Account Administration Coordination:
  Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
• Portfolio Management:
  Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
• Team Engagement:
  Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes.
• Market Awareness:
  Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
• Trend Analysis:
  Keep informed of market trends and analyze the effect of these trends on clients’ investment portfolios.
• Policy Compliance:
  Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
• Other Duties:
  Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

• Bachelor’s degree; a major in Finance, Accounting, Economics, or Business Administration preferred.
• Three or more years of professional experience; money management, investment research or financial services experience preferred.

Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in:

• Communication:
  Strong interpersonal, written and verbal communication skills, and presentation skills.
• Problem Solving & Analytical Thinking:
  Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data‑informed decisions.
• Strategy Knowledge:
  General knowledge of the firm’s investment strategies, products, and portfolio construction methodologies.
• Software Proficiency:
  Proficient in the use of Microsoft Office software including Word, Excel, PowerPoint, and CoPilot.

Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:

• Client
  
  Experience:
  
  Delivers an exceptional client experience while achieving sales and retention goals.
• Team
  
  Collaboration:
  
  Works effectively with internal and external partners to achieve shared goals and support client needs.
• Organization:
  Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
• Adaptability:
  Adapts quickly to changing priorities, market conditions, and client needs with…