Sr Portfolio Manager
SouthState Bank, N.A. | |
United States, South Carolina, Charleston | |
Sep 22, 2024 | |
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. SUMMARY/OBJECTIVES It is the responsibility of the Sr. Portfolio Manager to serve as a member of the Wealth Relationship team to deliver Investment Management Services to current and prospective clients. ESSENTIAL FUNCTIONS
The duties and responsibilities listed above may be revised at any time within the sole discretion of management without advance notice to or the consent of the employee. OTHER DUTIES
COMPETENCIES
Qualifications, Education, and Certification Requirements
TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is located in a private office Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel is expected to attend client and department meetings. |