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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Lowell, Massachusetts

Salary: $273K - $402K

Enterprise Bank is a growing and successful commercial bank where your talents will be recognized. Consistently being recognized both nationally and locally as a “Top Place to Work”, Enterprise Bank team members are as important to us as our core values.  Join our dynamic team and experience a unique workplace culture where success is shared, and diversity is celebrated.

What You’ll Do: Enterprise Bank has an exciting opportunity in our Wealth Management department! We are looking for a Director of Investments and Chief Investment Officer to join our exceptional team. The Director of Investments and CIO is a senior member of the management team of Enterprise Wealth Management. The Director of Investments and CIO manages Enterprise Wealth Management’s overall investment process and is responsible for Enterprise Wealth Management’s investment offerings including asset allocation, tactical positioning, portfolio design, manager selection and review, and proprietary and non-proprietary investment strategies. This position has direct responsibility for team members who build and manage all client investment portfolios, development and selection of investment solutions, and all functions related to investment management. The individual in this position chairs the Investment Committee and may serve as Senior Portfolio Manager for individual and institutional clients. This role strategizes, develops, and implements processes ensuring consistency in the management of our investment portfolios to support clients in achieving their goals, as well as facilitating the scalability of investment solution delivery. The Director of Investments and CIO directs the long-term investment strategy for all client portfolios, manages members of the investment team, supports client retention and new business development, and contributes to the department’s strategy planning. Additionally, this position is responsible for identifying and assessing potential investment solutions and vehicles, monitoring investment performance at the strategy, security, and client portfolio levels, development of communications and support materials for internal and external audiences and strengthening the visibility and reputation of Enterprise Wealth Management and Enterprise Bank.

This position is eligible for Hybrid, or Onsite schedule. Candidates from MA, NH, and ME only.

Requirements: Bachelor’s degree in a business-related discipline (Accounting or Finance preferred); advanced degree preferred and seventeen to twenty years of experience successfully working in senior-level investment management roles within a wealth management organization, optimally including five years or more serving as a Chief Investment Officer or equivalent combination of education and experience. Chartered Financial Analyst (CFA) professional designation required.

Our DEIB Value Statement: At Enterprise Bank, people and relationships come first.  We encourage and foster a culture of diversity, equity, inclusion, and belonging where everyone feels valued and respected. We are committed to a caring workplace that recognizes the importance of making a meaningful, positive difference in the lives of our team members, customers, and communities. Please click here to view our Inclusion website for more information and to learn more of our story and Core Values.

Benefits: We encourage every team member at Enterprise to lead a healthy and balanced life. We offer generous paid time-off programs, exceptional Tuition Assistance, College Loan Repayment, Wellness programs, Employee Resource Groups, opportunities to assist in your community as well as health, dental and life insurance coverage and a generous 401(k) match.

Enterprise Bank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. EOE M/F/Disabled/Vet.

Qualifications

Education

Required

Bachelors Degree or better in Finance.

Experience

Required

5 years:

Chief Investment Officer

17-20 years:

Senior level investment management, wealth management


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities