Private Wealth Portfolio Manager
Location
Westwood, MA
Job Type
Full-time
Category
other-general
Posted
June 15, 2026
Description
The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios are met. This is a middle office, nonclient facing position, responsible for managing the day/day strategies, objectives, risk/return and liquidity needs for the client. In addition to managing client portfolios, the role will have responsibility for assigning benchmarks, targets and composite recon for our client portfolios. Quarterly, semiannual, or annual rebalancing, annual regulatory account reviews and tracking errors to benchmarks and account performance to asset allocation grids will be key measures of portfolio manager performance.
Primary responsibilities include
+ Rebalance accou...
The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios are met. This is a middle office, nonclient facing position, responsible for managing the day/day strategies, objectives, risk/return and liquidity needs for the client. In addition to managing client portfolios, the role will have responsibility for assigning benchmarks, targets and composite recon for our client portfolios. Quarterly, semiannual, or annual rebalancing, annual regulatory account reviews and tracking errors to benchmarks and account performance to asset allocation grids will be key measures of portfolio manager performance.
Primary responsibilities include
+ Rebalance accou...