Portfolio Manager-Investment Management Group

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    "ExternalDescriptionStr": "<p>Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.</p><p>With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—<i>Where Each Relationship Matters®</i>—guides how we work with our customers, colleagues, and communities every day.</p><p>At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.</p><p><span style=\"font-size: 11pt;\">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.</span></p><p><span style=\"font-size: 11pt;\">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.</span></p><p><span style=\"font-size: 11pt;\">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.</span></p><p><span style=\"font-size: 11pt;\"><strong>Key Responsibilities</strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 11pt;\">Serve as the primary investment advisor for high-net-worth clients, delivering tailored portfolio strategies and ongoing investment guidance through regular in-person meetings.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Lead and participate in client meetings—both independently and alongside Relationship Managers—with a strong emphasis on in-person portfolio reviews and relationship development.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Build deep, trusted relationships with clients by maintaining a consistent on-site presence and proactively engaging in discussions around performance, goals, and market conditions.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Partner closely with Relationship Managers to deliver a seamless, team-based client experience, supporting both ongoing relationships and new business development.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Collaborate with internal financial planners, trust officers, private bankers, and other specialists to integrate investment strategies into comprehensive wealth plans.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Design, implement, and actively manage customized portfolios aligned with client objectives, risk tolerance, tax considerations, and liquidity needs.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Clearly communicate portfolio positioning, performance results, and market insights in a consultative, client-friendly manner during live meetings and reviews.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Participate in prospect meetings, presenting investment philosophy and capabilities with confidence and a client-focused approach.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Execute the firm’s investment philosophy through asset allocation, security selection, and manager due diligence across asset classes.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Stay actively engaged in investment committee discussions, research initiatives, and portfolio strategy development.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Ensure portfolios remain aligned with client mandates, internal policies, and regulatory requirements.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Maintain detailed documentation of client interactions, portfolio decisions, and investment rationale.&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Contribute to continuous improvement in client experience, reporting standards, and investment processes.&nbsp;</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 11pt;\"><strong>Qualifications</strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 11pt;\"><strong>Experience:</strong> 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.&nbsp;</span></li><li><span style=\"font-size: 11pt;\"><strong>Education:</strong> Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA or advanced degree preferred.&nbsp;</span></li><li><span style=\"font-size: 11pt;\"><strong>Credentials:</strong> CFA® or CFP designation a plus; progress toward CFA or similar credential considered.&nbsp;</span></li><li><span style=\"font-size: 11pt;\"><strong>Technical Skills:</strong> Experience with Bloomberg, FactSet, Morningstar, or similar investment platforms preferred.&nbsp;</span></li></ul><p style=\"margin-left: 0.5in;\">&nbsp;</p><p><span style=\"font-size: 11pt;\"><strong>Core Competencies</strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 11pt;\">Exceptional interpersonal and presentation skills, particularly in face-to-face client settings&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Ability to translate complex investment concepts into clear, actionable insights&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Strong relationship management skills with a focus on trust, credibility, and long-term partnership&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Deep analytical and portfolio construction expertise&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Collaborative, team-oriented mindset&nbsp;</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 11pt;\"><strong>Personal Attributes</strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 11pt;\">Client-first mentality with a commitment to fiduciary excellence&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Professional presence and confidence in leading in-person client engagements&nbsp;</span></li><li><span style=\"font-size: 11pt;\">Detail-oriented, intellectually curious, and highly accountable&nbsp;</span></li><li><span style=\"font-size: 11pt;\">High integrity and sound judgment&nbsp;</span></li></ul><p style=\"margin-left: 0px;\">&nbsp;</p><p><strong>Benefits &amp; Culture&nbsp;</strong></p><p>Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!&nbsp;</p><p>At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.&nbsp;</p><p><strong>Pay Transparency&nbsp;</strong></p><p>Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.&nbsp;</p><p><strong>Accessibility &amp; Accommodations&nbsp;</strong></p><p>We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.&nbsp;</p><p>&nbsp;</p>",
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