Trust Services Portfolio Manager

Rhonemus Group; Mount Pleasant (MI); On-site; USD 122,000 - 149,000; Full time

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

Portfolio management

Investment presentations

Strategic direction

Regulatory policies

Education

CFP or CFA

Job description

FIRE!FIRE!FIRE!

Rhonemus Group has been retained by one of Michigan's most successful community banks to recruit a Trust Services Portfolio Manager to their Wealth Management team. Our client has surpassed $2B in assets and is poised for continued growth and expansion, with a clear focus on expanding products, services, and performance for all Wealth clients.

We're seeking an individual to provide strategic direction, portfolio management, and deliver outstanding portfolio performance. Our new PM will manage a large portfolio, create investment presentations, and bring the passion to implement a new financial planning platform, while adhering to all operations, security, risk, and regulatory policies.

Our candidate of choice has at least 5 years of experience managing a large book of business in a trust company or bank wealth management department, and has a CFP or CFA.

Compensation

$135,000 per year