Rockland Trust · 1 month ago
Portfolio Manager-Investment Management Group
Boston, MA
Full-time
Onsite
Senior Level
$160K/yr - $200K/yr
5+ years expRockland Trust’s Investment Management Group is seeking a collaborative, client-focused Portfolio Manager to join their growing wealth management team. The role involves working closely with Relationship Managers and other specialists to design and deliver integrated wealth strategies for high-net-worth clients, ensuring a personalized investment approach.
Payments
Hiring Manager
Jody Janelle
Responsibilities
Partner with Relationship Managers to deliver a seamless, team-based client experience; participate in joint client meetings and strategy sessions
Collaborate with internal financial planners, trust administrators, private bankers, and insurance specialists to integrate investment strategy into comprehensive wealth plans
Provide timely, clear communication to teammates regarding portfolio decisions, client updates, and market developments to support coordinated client service
Serve as a trusted investment advisor for high-net-worth clients, presenting portfolio strategies, performance, and market outlook in a clear and consultative manner
Meet regularly with clients—independently and alongside Relationship Managers—to deepen relationships, understand goals, and adjust strategies as needs evolve
Participate actively in new business opportunities by presenting investment capabilities during prospect meetings and supporting Relationship Managers in the sales process
Take responsibility for designing, implementing, and managing customized portfolios aligned with clients’ financial objectives, tax considerations, and risk tolerances
Execute the firm’s investment philosophy through equity security selection, fixed-income analysis, asset allocation, and investment manager due diligence
Contribute to and stay informed on IMG’s investment committee discussions, research initiatives, and model portfolio development
Ensure portfolios remain compliant with client mandates, internal policies, and regulatory requirements
Maintain accurate and timely documentation of portfolio decisions, client interactions, and investment rationales
Support continuous improvement efforts in investment processes, reporting, and client communication standards
Qualification
Required
Minimum 5+ years of private wealth or high-net-worth portfolio management experience, including direct responsibility for discretionary portfolios
Bachelor's degree in Finance, Economics, Business, or related field required
Excellent communication and presentation skills, with the ability to translate complex concepts clearly for clients
Strong analytical and investment research capabilities
Demonstrated success building trust and durable relationships
A collaborative mindset with a commitment to team-based client service
Ethical, detail-oriented, intellectually curious, and committed to serving clients as a fiduciary
Preferred
MBA or relevant advanced degree preferred
CFA® strongly preferred; progress toward CFA or other advanced credentials considered
Proficiency with Bloomberg, FactSet, Morningstar, and other investment analytics platforms preferred
Benefits
Competitive compensation with performance incentive awards
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