- Bangor Savings Bank (Portland, ME)
- …the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client ... portfolios, and contributing to development of new business. The Senior Portfolio Manager will represent the WMG...as a resource representing our group + Represents the Wealth Management Group and the Bank within… more
- Eastern Bank (Kennebunkport, ME)
- …variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.** + Identifies and ... from one or more of the Banks' banking and wealth management services including banking services, residential...client accounts. + Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of… more
- TD Bank (Portland, ME)
- …guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...and discretion in interacting and communicating with staff and senior management of the Bank with respect… more
- TD Bank (Portland, ME)
- …taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management businesses + Excellent written, verbal and analytical ... + Strategic partner to the leadership team on the management of the assigned portfolio and related...with TD's Compliance Program + Works with executive team, senior business management /partners to develop proactive strategies,… more