Rockland Trust · 5 months ago
Investments Portfolio Manager
Boston, MA, United States
Full-time
Onsite
Senior Level
$160K/yr - $200K/yr
7+ years expRockland Trust is a financial institution seeking an Investments Portfolio Manager to make investment decisions for affluent individuals and small/mid-sized institutions. The role involves client communication, maintaining account relationships, and supporting new business efforts in investment management and fiduciary services.
Payments
Responsibilities
The portfolio manager should have experience meeting with clients and proactively maintaining contact to build positive account relationships
In this role the you will also support the new business efforts of the Investment Management Group in the marketing and selling of investment management and fiduciary services
Qualification
Required
A candidate must possess strong investment and communication skills
Ability to establish and maintain effective working relationships
7+ years related experience
Bachelor's degree with emphasis on finance/economics
Analytical, organizational and presentation skills
Familiarity with investment and trading systems such as Bloomberg, FactSet, Morningstar
Preferred
advanced degree MBA/CFA/CFP preferred
Benefits
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
Company
Rockland Trust
Rockland Trust is a small community bank that is FDIC insured and has over 80 locations.
1001-5000 employees
H1B Sponsorship
Rockland Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (1)
2022 (3)
2021 (2)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-05-23IPO
Leadership Team
Jeffrey Tengel
Chief Executive Officer
Edward Jankowski
Chief Technology and Operations Officer
Recent News
2025-11-07
2025-10-28
Morningstar.com
2025-09-19
Company data provided by crunchbase