Strategic Wealth Portfolio Manager

M&T Bank; Wilmington (DE); On-site; USD 85,000 - 115,000; Full time

Job summary

M&T Bank is seeking a Client Portfolio Manager to coordinate trading activities and collaborate with Investment Advisors in Wilmington, Delaware. You will manage DME accounts, implement trades, and aim for target multi-asset class strategies while communicating updates to Investment Advisors.

The role requires a Bachelor's degree with investment experience, strong technical skills, and the ability to work within regulatory frameworks.

Qualifications

• Bachelor's degree and 2+ years’ investment-related experience, or 6 years' combined higher education/work experience.
• Good knowledge of trading procedures and investment platforms.
• Team oriented with strong communication and decision-making skills.

Responsibilities

• Coordinate with Investment Advisor on tax budget and target equity strategy; execute trades.
• Manage full portfolios to align with IA-defined multi-asset targets.
• Monitor tracking error and maintain timely trade communications.
• Adhere to risk and regulatory standards and escalate issues.
• Support M&T Bank brand and internal controls.

Skills

Critical thinking

Teamwork

Financial calculator

Education

Bachelor's degree

6+ years related experience

Tools

Microsoft Office

Investment platform

Job description

M&T Bank is seeking a Client Portfolio Manager to coordinate trading activities and collaborate with Investment Advisors in Wilmington, Delaware. You will manage DME accounts, implement trades, and aim for target multi-asset class strategies while communicating updates to Investment Advisors.

The role requires a Bachelor's degree with investment experience, strong technical skills, and the ability to work within regulatory frameworks.