Vice President, Director of Portfolio Management
confidentialMilford (CT)
Vice President, Director of Portfolio Management
Posted 3 days ago
confidentialMilford (CT)
SENIORITY
Manager
About the role
Vice President, Director of Portfolio Management
About the Company:
Established mutual savings bank IndustryBankingTypePrivately Held Founded1866Employees201-500 Specialtiespersonal / online bankingbusiness bankingwealth managementmortgagesconsumer loanscommerical loans & leasesfinancial planningtrust & estate servicesbrokerage serviceslife insurancemerchant serviceschecking accountssavings accountscd'sira'sand ira'sAbout the RoleThe Company is seeking a Vice President, Director of Portfolio Management to help shape the strategic direction and growth of its wealth management function. The role contributes to investment philosophy, policies, asset allocation, and portfolio strategy; monitors markets and economic developments; and helps build scalable investment platforms and model portfolios. The Director manages client portfolios and relationships as a fiduciary, develops investment recommendations, and monitors portfolio performance. Responsibilities also include preparing client presentations and proposals, supporting business development and marketing, evaluating investment service providers, and developing team members. Candidates should bring strong investment and portfolio management expertise, sound market analysis and judgment, and the ability to manage equity and fixed-income portfolios against relevant benchmarks. The role requires experience advising clients in accordance with their goals, risk tolerance, governing instruments, fiduciary principles, and regulatory requirements. Strong communication and relationship-building skills are needed to present investment ideas, prepare proposals, and cultivate referral sources. The successful candidate will also demonstrate leadership in team development, performance management, and professional growth. Hiring Manager TitleCIOFunctionsFinance
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.