Portfolio Management Director - Wealth Growth & Strategy

Union Savings Bank - CT; New Milford (CT); On-site; USD 140,000 - 240,000; Full time

Job summary

Union Savings Bank - CT is seeking a Director of Portfolio Management to lead the wealth management team, shaping investment strategy and client portfolios. You will oversee asset allocation, monitor markets, and advise on investment ideas while building relationships with existing and prospective clients.

The role emphasizes fiduciary responsibility, collaboration with the wealth team, and developing scalable investment platforms to support department growth and service excellence.

Qualifications

• Investment experience including securities analysis and portfolio management.
• Bachelor’s degree or equivalent; Master’s degree preferred.
• 10–15 years of investment experience and portfolio management.

Responsibilities

• Contribute to strategic direction and growth of the Department.
• Develop investment philosophy, strategies, and asset allocation.
• Monitor market environment and provide investment recommendations.
• Manage client relationships with fiduciary responsibility.
• Assist in new business development with wealth team.
• Develop model portfolios and scalable investment platform.

Skills

Securities analysis

Portfolio management

Client relationships

Education

Bachelor's degree or equivalent

Master's degree preferred

Job description

Union Savings Bank - CT is seeking a Director of Portfolio Management to lead the wealth management team, shaping investment strategy and client portfolios. You will oversee asset allocation, monitor markets, and advise on investment ideas while building relationships with existing and prospective clients.

The role emphasizes fiduciary responsibility, collaboration with the wealth team, and developing scalable investment platforms to support department growth and service excellence.