Senior Portfolio Manager & Investment Strategist for Wealth

Ledyard National Bank; Concord (NH); On-site; USD 150,000 - 210,000; Full time

Job summary

Ledyard National Bank in New Hampshire seeks a Senior Portfolio Manager & Investment Strategist to join its Wealth Management team in New London, Concord, or Hanover. You will manage sophisticated client portfolios, shape asset allocation, and influence investment decisions with a client-first approach.

With 10+ years in investment or portfolio management, a CFA or related advanced degree, and strong analytical skills, you will build trusted client relationships and contribute to market insights

Qualifications

• 10+ years of investment or portfolio management experience.
• CFA or related advanced degree.
• Strong analytical skills and client-first mindset.

Responsibilities

• Manage sophisticated client portfolios and asset allocation.
• Build trusted relationships with clients.
• Contribute to investment strategy, security and manager selection, and thought leadership.

Skills

Portfolio management

Investment strategy

Client relations

Education

CFA or advanced degree

Job description

Ledyard National Bank in New Hampshire seeks a Senior Portfolio Manager & Investment Strategist to join its Wealth Management team in New London, Concord, or Hanover. You will manage sophisticated client portfolios, shape asset allocation, and influence investment decisions with a client-first approach.

With 10+ years in investment or portfolio management, a CFA or related advanced degree, and strong analytical skills, you will build trusted client relationships and contribute to market insights