Senior Trust Portfolio Manager, Wealth Growth
Rhonemus Group
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Job summary
Rhonemus Group is recruiting a Trust Services Portfolio Manager for its Michigan Wealth Management team. The role focuses on strategic direction, portfolio management, and delivering strong portfolio performance for high-net-worth clients.
The ideal candidate has at least 5 years of experience managing a large book of business in a trust bank or wealth unit and holds a CFP or CFA designation. Annual compensation is $135,000 plus growth opportunities.
Qualifications
- Minimum 5 years of experience managing a large book of business in trust or wealth management.
- CFP or CFA designation required.
- Knowledge of regulatory policies and risk controls.
Responsibilities
- Provide strategic direction for trust portfolios.
- Manage large book of business across wealth clients.
- Create investment presentations and support platform implementation.
Skills
Education
Job description
Rhonemus Group is recruiting a Trust Services Portfolio Manager for its Michigan Wealth Management team. The role focuses on strategic direction, portfolio management, and delivering strong portfolio performance for high-net-worth clients.
The ideal candidate has at least 5 years of experience managing a large book of business in a trust bank or wealth unit and holds a CFP or CFA designation. Annual compensation is $135,000 plus growth opportunities.
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