Portfolio Management Director - Wealth Growth & Strategy
union savings bankMilford (CT)
Portfolio Management Director - Wealth Growth & Strategy
Posted 11 days ago
union savings bankMilford (CT)
SENIORITY
Manager
About the role
Union Savings Bank - CT is seeking a Director of Portfolio Management to lead the wealth management team, shaping investment strategy and client portfolios. You will oversee asset allocation, monitor markets, and advise on investment ideas while building relationships with existing and prospective clients.
The role emphasizes fiduciary responsibility, collaboration with the wealth team, and developing scalable investment platforms to support department growth and service excellence.
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.