Client Portfolio Manager

Position Description

As a Client Portfolio Manager, you will work closely with our Investment Team, focusing on managing client relationships, managing and rebalancing client portfolios and generating new business.

Why work with us?

• Maple Capital is a fast-growing Registered Investment Advisor that is professional and engaging
• You will work with a team of enthusiastic, hard-working and service-oriented people who are dedicated to continuous improvement

Duties and Responsibilities:

The Client Portfolio Manager will be responsible for a wide variety of portfolio management duties including:

• relationship management,
• rebalancing portfolios
• business development;and
• special projects as needed

Our next Client Portfolio Manager has:

• A team player with a great sense of humor
• A propensity to follow through and ensure that tasks have been completed in a timely manner
• The ability to handle competing priorities with grace and composure
• A proclivity to serve clients
• Strong written and verbal communication skills and is comfortable interacting with colleagues, and clients
• 3 years of financial services industry experience
• A Bachelor’s Degree from an accredited college or university
• A CFA or CFP designation (preferred)

In this position you are probably NOT someone who:

• Prefers work to flow to you smoothly
• Struggles working with different or conflicting personalities
• Gets easily distracted
• Is uncomfortable sharing mistakes

What’s in it for you?

• Pay/benefits are competitive based on industry standards.
• Competitive salary will be based on experience – not a commission-based position
• Benefits include health care and 401(k)

If interested in the position, please send resume, cover letter and salary requirements.  

Maple Capital Management, Inc. is an Equal Opportunity Employer.