Portfolio Manager-Investment Management Group

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 clients, delivering tailored portfolio strategies and ongoing investment guidance through regular in-person meetings. 
• Lead and participate in client meetings—both independently and alongside Relationship Managers—with a strong emphasis on in-person portfolio reviews and relationship development. 
• Build deep, trusted relationships with clients by maintaining a consistent on-site presence and proactively engaging in discussions around performance, goals, and market conditions. 
• Partner closely with Relationship Managers to deliver a seamless, team-based client experience, supporting both ongoing relationships and new business development. 
• Collaborate with internal financial planners, trust officers, private bankers, and other specialists to integrate investment strategies into comprehensive wealth plans. 
• Design, implement, and actively manage customized portfolios aligned with client objectives, risk tolerance, tax considerations, and liquidity needs. 
• Clearly communicate portfolio positioning, performance results, and market insights in a consultative, client-friendly manner during live meetings and reviews. 
• Participate in prospect meetings, presenting investment philosophy and capabilities with confidence and a client-focused approach. 
• Execute the firm’s investment philosophy through asset allocation, security selection, and manager due diligence across asset classes. 
• Stay actively engaged in investment committee discussions, research initiatives, and portfolio strategy development. 
• Ensure portfolios remain aligned with client mandates, internal policies, and regulatory requirements. 
• Maintain detailed documentation of client interactions, portfolio decisions, and investment rationale. 
• Contribute to continuous improvement in client experience, reporting standards, and investment processes. 

Qualifications

• Experience: 5+ years of direct portfolio management experience serving high-net-worth clients, with a strong track record of managing discretionary portfolios and leading client relationships. 
• Education: Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA or advanced degree preferred. 
• Credentials: CFA® or CFP designation a plus; progress toward CFA or similar credential considered. 
• Technical Skills: Experience with Bloomberg, FactSet, Morningstar, or similar investment platforms preferred. 

Core Competencies

• Exceptional interpersonal and presentation skills, particularly in face-to-face client settings 
• Ability to translate complex investment concepts into clear, actionable insights 
• Strong relationship management skills with a focus on trust, credibility, and long-term partnership 
• Deep analytical and portfolio construction expertise 
• Collaborative, team-oriented mindset 

Personal Attributes

• Client-first mentality with a commitment to fiduciary excellence 
• Professional presence and confidence in leading in-person client engagements 
• Detail-oriented, intellectually curi