Lead Portfolio Manager

• Manage fixed income portfolios for High-net-worth clients, trusts, and institutions
• implement tax-sensitive income strategies and act independently within established guidelines
• lead team strategy calls and execute strategic and tactical positioning
• communicate fixed income strategy and deliver market updates
• participate in fixed income outreach to internal partners
• support generalist advisor partners in increasing their knowledge and implementation of fixed income management
• work with Client Relationship Group partners to service clients and assist with new business opportunities

5+ years of Wealth Investment Portfolio Management experience, or equivalent work experience, training, military experience, or education

• Completed FINRA Series 65 exam
• ability to generate strong investment performance and deliver business growth strategies
• ability to develop partnerships and collaborate
• knowledge of Bloomberg or BondEdge
• experience in municipal fixed income trading, research or portfolio management
• knowledge of coding languages such as VBA, Python, R, SQL

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance
• Critical illness insurance
• Accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement