Wealth Senior Client Portfolio Manager

**Position may be based in Radnor, PA., Wilmington, DE. or Syracuse, NY**

**Overview:**

Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward Wilmington Trust’s best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investment Advisor, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trust’s best thinking with the client’s unique needs

**Primary Responsibilities:**

+ Manage Desktop Managed Equity (DME) accounts by coordinating with Investment Advisor on appropriate tax budget, targeting specific Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the year in accordance with transition plan. Collaborate with Investment Advisor on decisio...