- Bangor Savings Bank (Portland, ME)
- …the direction and guidelines established by the Chief Investment Officer-WMG, the Portfolio Manager is primarily responsible for managing client investment ... to development of department investment communications for use with clients, prospects, portfolio managers, other Bank departments and Bank management . + Works… 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
- KeyBank (Portland, ME)
- …Suite 301 - Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management and advice to provide effective strategies, solutions and ... position collaborates and performs as part of the relationship management team to assure that the Wealth ...equipment, MS Office Suite + Trust accounting system and portfolio management system. **TRAINING REQUIRED** + On… more
- TD Bank (Portland, ME)
- …objective guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, regulatory ... Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping… more
- TD Bank (Rockland, ME)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. ... advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,...with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio +… more