Job description

We are looking for a driven Portfolio Manager to join our successful Wealth Management Team. The ideal candidate will work seamlessly with the Investment Team to develop group investment strategy and security selection. This individual will also deliver a strong commitment to our customers by building relationships with our existing and prospective customers. The workday will include analyzing client financial affairs, offering general financial advice to potential wealth issues, and garnering additional business opportunities for the bank. This role is so highly personable and will require you to be approachable and composed during demanding situations.
The Portfolio manager must have CFA, CTFA or CFP designation with an extensive background in financial or investment services with a proven history of accomplishments. We love to provide outstanding customer service and hope you do too. Thus, strong interpersonal communication skills are a vital part of this role. Do you also have business development experience? Say no more, as that would make you an asset to this role. We are hoping you can join us and bring your vast background and knowledge to help us meet the needs of our customers and our internal goals. All Mascoma Bank team members must have the ability to maintain confidentiality and privacy!

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This position can be located out of our Hanover NH, Burlington VT, or Portland ME offices.*
Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request a reasonable accommodation, please contact careers@mascomabank.com.
Mascoma Bank provides contemporary benefits, competitive salaries, and opportunities for professional growth and development. Join the Mascoma Bank Team; always striving to exceed our personal best and surpass our customers’ expectations!
Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.

Job Type: Full-time

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