VP Director of Portfolio Management
New Milford, CTJobSeen 2w agoSeen in employer's feed today
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At a glance
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Job overview
The Director of Portfolio Management contributes to the strategic direction and growth of Union Savings Bank’s wealth management department. The role participates in investment strategy and portfolio management, monitors markets, and develops recommendations for client portfolios. It also manages client relationships, supports presentations and business development, and helps develop department personnel.
Skills & qualifications
Skills
Qualifications
Full job description
Description
The Director of Portfolio Management will Be a key member of the wealth management team by contributing to the strategic direction and future growth of the department. Play an active role in the investment process, keeping abreast of the current market environment and providing recommendations for investment strategies and client portfolios. Cultivate trusting relationships with existing and prospective clients and assist in the departments new business development efforts in conjunction with other members of the wealth and USB team.
Primary Duties
Be a key member of the wealth management team by contributing to the strategic direction and future growth of the Department. Contribute to the development and implementation of the Department’s investment philosophy, strategies, policies and procedures. Provide insight on asset allocation and equity portfolio strategy.
Monitor and analyze the current market environment and contribute to the economic outlook for the Department and its clients. Keep abreast of developments and events that may influence investments. Evaluate and determine how they may impact the Bank’s investment function.
Play an active role in helping to build a scalable investment platform to support the Departments future growth. Develop model portfolios which may be offered at the account level and/or serve as a guide in developing specific portfolio recommendations. Manage an unrestricted composite portfolio of both equities and fixed income to be measured against relevant benchmarks.
Utilize investment analytical services and information in evaluating characteristics and performance of stocks, bonds, mutual funds and other investment vehicles. Act as the department expert relative to all investment systems including investment performance tracking, modeling, research, and the Bloomberg & Thompson System.
Evaluate the quality of investment vendor services. Analyze service offerings, costs/benefits, and contract provisions. Recommend appropriate action to senior management.
Work independently on projects that support the investment process at the direction of the CIO.
Portfolio Management
Manage a portfolio of client relationships acting as a fiduciary, placing client interests and outcomes first. Provide advice and guidance on markets and actionable investment ideas.
Develop investment recommendations and exercise prudent investment practices and unbiased judgment in managing client portfolios. Comply with the terms of governing instruments, risk tolerance, and investment goals of the client, as well as fiduciary principles, regulatory requirements and Bank policies.
Work closely with clients to deliver optimal investment performance results. Continually monitor performance of individual investments and client portfolios.
Prospect and Client Presentations & Proposals
Cultivate trusting relationships with existing and prospective clients. Prepare presentation materials utilizing both print and electronic media. Actively participate in client presentations, either solely or in conjunction with department officers.
Prepare investment proposals for prospective clients and in response to institutional RFPs.
Work closely with the wealth marketing team providing market and investment information in order to promote the Department strategic brand. Participate in speaking opportunities through educational webinars and events. Provide investment content for print media and various marketing channels.
New Business Development
Establish and grow investment relationships with clients. Assist in the Departments new business development efforts in conjunction with other members of the wealth and USB team.
Through participation in community and industry-related activities, identify and cultivate referral sources, both inside and external to the Bank.
Actively pursue or refer leads to person(s) most likely to close the business.
Human Resources
Team Development: motivate personnel and promote workplace enthusiasm; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB.
Perform the following HR processes: performance/incentive/introductory period reviews, career development, training, disciplinary/corrective actions.
Qualifications
Education
Required
- Bachelors or Equivalent Work Experience or better
Preferred
- Masters or better
Licenses & Certifications
Preferred
- Chart. Financial Analyst
Experience
Required
- 10-15 years: Investment experience including securities analysis and portfolio management
Preferred
- 7-10 years: Knowledge of tax regulations & implications on account types
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
How this job compares
Set against the 1,244 open Portfolio Management jobs on Olive Jobs, counted November 5, 2026.
- Pay
- This postingNot listed
- US median$135–208K/yr905 salary ranges
- US median$25–42/hr26 hourly ranges
- Openings
- Olive Jobs lists 19 open Portfolio Management jobs in Connecticut and 1,244 across the US. 5% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- JPMorgan Chase53 open
- Grant Thornton44 open
- Cengage Group41 open
- Experience
- This posting asks for at least 10 years of experience; Portfolio Management postings that state a minimum ask for 7 years at the median (1,062 postings).
- Education
- 552 of the 1,244 open Portfolio Management jobs (44%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 5, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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