ABOUT THE ROLE:

Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve theobjectivesof a significant volume of client accountsand/or relationships Delivers an exceptional client experience while achieving sales and retention goals.As the Portfolio Manager, primary functionsinclude investment management, clientserviceand support of new business efforts. Client interactions aregenerally limitedto phone,videoand e-mail interactions.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Development:Develop satisfied clients and new sources of asset management revenue through frequent contact withrelationshipsof increasingcomplexity and size.

• Business Collaboration:Work with businesspartnersandparticipatein One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable.

• Investment Planning:Consult with clients and advisors to develop investment objectivesand implement a suitable investment plan,maintainingan Investment Policy Statement(IPS)for each client relationship.

• Proposal Presentation:Meet with prospects and clients, preparing and presenting proposals for investment management.

• Account AdministrationCoordination:Work with Trust and/orAccount Officers to learn the intentions of the trust, IRA, oragency agreement andidentifythe mostappropriate investmentpolicy toaccomplishclientobjectives

• Portfolio Management:Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.

• Team Engagement:Regularly engage with peers andbusiness partnersto ensure effective communicationregardingclientobjectivesand coordination ofportfolio changes.

• Market Awareness:Maintainawareness of new investment strategies,techniquesand products through regular contact with other industry professionals and through internal and external research.

• Trend Analysis:Keep informed of market trends and analyze the effect of these trends on clients’investment portfolios.

• Policy Compliance:Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

• Continuous ImprovementSupport efforts to enhance internal processes and contribute to building efficiencies within the team. Share best practices and provide functional and process insights whenappropriate

• Talent Development:Assistwith mentoring junior Portfolio Managers and Associate Portfolio Managers and helpfacilitateonboarding and trainingactivities.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’sdegree;amajor in Finance, Accounting, Economics, or Business Administration preferred.

• Fiveor more years ofprofessionalexperience;money management, investment research or financial services experiencepreferred.

• Additionalcredentials such as CFA,CFPor MBA are encouraged.

REQUIRED SKILLS:

Qualified candidates willpossessanintermediatedegree ofproficiency(typically from 3+ years of work or practical experience), in:

• Communication:Demonstratedstrong interpersonal,writtenand verbal communication skills, and presentation skills.

• Problem Solving & Analytical Thinking:Applies strong analytical skills to evaluateinvestment options, solve complex client challenges, and make data-informed decisions.

• Strategy Knowledge:Strongknowledge of the firm’s investment strategies, products, and portfolio construction methodologies.

• Software Proficiency:Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot

SKILLS FOR SUCCESS:

Qualified candidates willpossessan intermediatedegree ofproficiency(typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:

• Client Experience:Delivers an exceptional client experience while achieving sales and retention goals.

• Team Collaboration:Works effectively with internal and external partners to achieve shared goals and support client needs.

• Organization:Demonstratesexceptional organizational skills to manage multiple client accounts and priorities efficiently.

• Adaptability:Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.