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Position Summary

The Senior Portfolio Manager is responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. This position’s primary responsibilities include investment management, client service and support of business development efforts.

Business Development Responsibilities
1. Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients and opportunities.
2. Demonstrates highly developed sales, client contact and relationship management skills.
3. Earns referrals from clients, 3rd party advisors (e.g. Attorney, accountant), and other Center of Influence.
4. Required to satisfactorily complete all required compliance training and comply with all regulations, including the Bank Secrecy Act, that apply to the scope of the position.

Portfolio Management Responsibilities
1. Manages a series of investment accounts, typically with large, complex or sensitive relationships.
2. Invests and manages client assets in accordance with their investment policy statement and company strategy guidelines.
3. Complies with established investment policies and procedures including annual account reviews.
4. Keeps current with knowledge of new investment strategies and products through internal and external research and through regular contact with other industry professionals.
5. Deepens client relationships by providing regular contact through frequent personal, written, or telephone communication.
6. Frequently engages with the internal wealth management team and outside advisors to ensure effective communication regarding client matters.
7. Works with the wealth management team to develop new business through expanding existing client relationships or by meeting with prospects, including preparing and presenting proposals for investment management.
8. Mentors more junior members of the investment team.
9. Serves as a member of the Investment and Trust Administrative Committee.
10. Provides community leadership and is directly involved in various community activities.
11. Required to satisfactorily complete all required compliance training and comply with all regulations, including the Bank Secrecy Act, that apply to the scope of the position.

Education & Experience
1. Bachelor’s degree specializing in accounting, finance or business or equivalent work experience. MBA Preferred.
2. Six (6) to eight (8) years of experience in various forms of portfolio and asset management.
3. CFA designation is a plus.

Other Knowledge, Skills & Abilities
1. Extensive knowledge of financial markets, investment vehicles, performance characteristics, strategies, and general investment terminology.
2. Excellent analytical, problem-solving, and decision-making skills. Ability to organize and prioritize work in a changing environment.
3. Proven customer service orientation.
4. Technical expertise in the areas of security evaluation, portfolio construction and performance measurement.
5. Strong verbal and written communication skills with an ability to relate well to High Net Worth clients and their advisors.

Please send a resume and cover letter to

Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression or any other characteristic protected by federal, state or local laws.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.


Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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