Description
The Trust Portfolio Manager supports trust and fiduciary accounts by coordinating cash management, liquidity planning, authorized trade execution, corporate actions, tax-loss harvesting, account migrations, and portfolio-related service requests with external Registered Investment Advisors, brokers, custodians, and Trust Operations. The role does not create investment models or make discretionary investment decisions, but serves as a primary resource for portfolio implementation, client education, exception resolution, documentation, and audit support. It requires a bachelor’s degree in a relevant field or equivalent education and experience, at least five years of trust administration or related financial services experience, and prefers CFP certification.
