Portfolio Manager-Investment Management Group

Job description

Rockland Trust’s Investment Management Group (IMG) is seeking a highly collaborative, client-centric Portfolio Manager to join our growing wealth management team. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes. As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. A central focus of this role is maintaining a strong physical presence with clients—conducting regular in-person meetings to review portfolios, discuss market developments, and evolve strategies in alignment with clients’ long-term objectives. This position blends advanced portfolio management expertise with a highly personalized, relationship-driven approach, ensuring that each client benefits from thoughtful, proactive, and face-to-face engagement. Key Responsibilities: - Serve as the primary investment advisor for high-net-worth c...