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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Long Island, New York

Salary: $180K - $220K

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first–doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Details below.

Responsibilities

  • Analyze client financial and asset status and determine investment objectives to achieve client goals.
  • Develop and implement investment and asset allocation programs using strategies developed by the Investment Policy Committee, maintaining all compliance with applicable policies, laws and regulations.
  • Perform periodic reviews of investments to assure alignment with client goals and objectives, communicating with the client regarding investment strategy, portfolio decisions and performance.
  • Perform ongoing research in assigned segment or industry and make recommendations on investment policy and asset allocation.
  • Support sales and marketing through development of presentations and communications on complex investment strategy.
  • Develop and coach Private Banking colleagues.

Educations, Experience & Skill

  • Bachelor’s degree required; advanced degree in Business Administration or Finance preferred.
  • 10 + years of experience in portfolio management and research.
  • CFA designation strongly preferred.
  • Excellent communication skills a must

The estimated salary range for this position is $180,000 USD to $220,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.