Wealth Senior Client Portfolio Manager
M&T Bank
Syracuse, Onondaga County$258,736 - $258,736 est.Full-timePosted 12h ago
Overview: Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy's and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust's best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investment Advisor, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trust's be…
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