Trust Services Portfolio Manager
Rhonemus Group
Job Description
Job Description
FIRE!FIRE!FIRE!
Rhonemus Group has been retained by one of Michigan's most successful community banks to recruit a Trust Services Portfolio Manager to their Wealth Management team. Our client has surpassed $2B in assets and is poised for continued growth and expansion, with a clear focus on expanding products, services, and performance for all Wealth clients.
We're seeking an individual to provide strategic direction, portfolio management, and deliver outstanding portfolio performance. Our new PM will manage a large portfolio, create investment presentations, and bring the passion to implement a new financial planning platform, while adhering to all operations, security, risk, and regulatory policies.
Our candidate of choice has at least 5 years of experience managing a large book of business in a trust company or bank wealth management department, and has a CFP or CFA. For more information, contact Kate Fitzgerald at View email address on us.fitly.work or Brian Rhonemus at View email address on us.fitly.work
Vacancy posted 12 days ago
Similar jobs that could be interesting for youBased on the Trust Services Portfolio Manager in Mount Pleasant, MI vacancy
- ...Description Job Description Position Title: Trust Portfolio ManagerReports To: Wealth ManagerGeneral Purpose: Manage and oversee client investment portfolios in... ...client relationships by providing a high level of service, responsiveness, and client satisfaction. Create...Suggested
Isabella Bank
Mount Pleasant, MIa month ago - ...together — lifting our communities and building trust in how we show up, everywhere & always.... ...sales experience, ability to efficiently manage your time, excellent customer relations... ...tools. \n \n Drive sales, increase service revenue and manage relationships for accounts...SuggestedTemporary workPart timeWork experience placementRelocation packageShift work
Verizon
Mount Pleasant, MI20 days ago - ...together — lifting our communities and building trust in how we show up, everywhere & always.... ...sales experience, ability to efficiently manage your time, excellent customer relations... ...tools. \n \n Drive sales, increase service revenue and manage relationships for accounts...SuggestedTemporary workPart timeWork experience placementRelocation packageShift work
Verizon
Mount Pleasant, MI20 days ago - ...Account Manager - Wireline Services Do you enjoy building relationships and managing multiple priorities • Would you like the opportunity... ...understand manner Display a good aptitude for building trusted relationships with key customers, partners, industry influencers...SuggestedWorldwide
Baker Hughes
Mount Pleasant, MI7 days ago - ...operational functions, ensuring efficient, compliant, and customer-focused delivery of services across the call center, deposit and digital banking operations. This role partners closely with management across the organization to drive operational excellence, support growth...SuggestedWork at office
Isabella Bank
Mount Pleasant, MIa month ago - ...Overview The Millennia Companies seeking an Assistant Property Manager who has knowledge of residential housing and housing programs.... ...files all relevant reports, leases, and paperwork. Accepts service requests from residents and routes to maintenance for prompt...Contract workFor contractorsWork at officeLocal areaFlexible hoursShift workAfternoon shift
Millennia Housing Management
Mount Pleasant, MIa month ago - ...Job Description Job Description Tuffy Tire & Mavis Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Tuffy Tire is proud to join the Mavis Tire Family . We're looking for full-time Automotive Assistant and Service Managers to join Team...Weekly payFull timeImmediate start
Mavis Tire Supply
Mount Pleasant, MI6 days ago $174.88k - $233.17k
...Lumen is the trusted network for the AI‑powered world, connecting... ...delivery of large‑scale automation portfolios across ticketing, triage,... ...hops, outage duration, and service reliability through automation... ...environments ~5+ years leading managers and senior technical leaders...Full timeTemporary workRemote workShift workNight shiftLumen
Mount Pleasant, MI3 days ago- Job Description Job Description Job description This is a career, not a job. Do you like hard work and like to be busy with different tasks throughout your day? We are seeking a dependable, honest, and enthusiastic professional to join our team. Candidate must be...
Security Search, LTD
Mount Pleasant, MI9 days ago - ...maintenance requests, preventive maintenance, inspections, contractor services, fleet activities, and operational records across agency... ...documentation, and follow up on overdue or unresolved items. Manage the Operations Department’s maintenance ticket system for...Hourly payFull timeFor contractorsCasual workWork at officeLocal areaFlexible hours
Eightcap Inc
Mount Pleasant, MIa month ago $70k
...Job Description Job Description Community Manager If you are a motivated individual with strong leadership, management and communication... ...and leasing. We are seeking an individual who has an extensive service background, has management experience, is results-oriented,...Base plus commissionFull timeLive outWork at officeRemote workFour Leaf Properties LLC
Mount Pleasant, MI8 days ago$65.79k - $87.72k
...Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications... .... The Role The Wholesale Account Manager is responsible for driving revenue growth... ..., post-sales order submission, and service delivery coordination. Maintain accurate...Full timeTemporary workWork at officeRemote workLumen
Mount Pleasant, MI3 days ago$109.65k - $146.19k
...Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications... .... Introduces company products and services to new and/or existing customers.... ...accurate sales and/or revenue forecasts and management of quota funnels. Location Allows...Full timeTemporary workRemote workWork from homeLumen
Mount Pleasant, MI1 day ago$67.73k - $90.3k
...Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications... ...sells a complex suite of technology services and products to drive sales, increase... ...sales environment. ~ Experience managing complex sales cycles and engaging multiple...Full timeTemporary workLive inRemote workWork from homeHome officeLumen
Mount Pleasant, MI4 hours ago$109.65k - $146.19k
...Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications... ...expansion and modernization across a portfolio of complex, high-profile Regional... ...enabled by network, cloud, security, managed services, and related technology solutions. You...Full timeTemporary workRemote workLumen
Mount Pleasant, MI4 hours ago- ...businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts...Work at officeFlexible hours
- ...businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts...Work at officeFlexible hours
- ...Lines Account ManagerWe are seeking an experienced and service-focused Personal Lines Account Manager to join our client’s growing team. This is an... ...their most valuable assets.Responsibilities:Manage a portfolio of personal lines insurance clients, ensuring high-quality...
$135k - $162k
...of Amazon's fulfillment, sortation, or delivery centers. You'll split your time between hands-on operations exposure — shadowing managers, leading gemba walks, and participating in business reviews — and owning a strategic project that you'll develop into a white paper...Full timeSummer workInternshipSummer internshipImmediate startAmazon
Mount Pleasant, MI1 day ago$56k
...Evans and be an integral part of … Where Good Grows. Assistant Manager Responsibilities: The position of Assistant Manager is a fast-... ...Meet and greet guests, investigating and resolving food quality/service issues with guest satisfaction 100% Assist in maintaining...Hourly payCasual workLocal areaFlexible hoursShift workWeekend work- Mr. Electric in Mount Pleasant, MI is seeking a Customer Service Representative to be a key member of the team, handling service requests and customer inquiries with professionalism and courtesy. You will coordinate with electricians, schedule priorities, and support sales...
$74.88k - $91.52k
Clinical Services Coordinator Compensation: $74,880 - $91,520 salary per year Department: Nursing You Matter Make a difference every... .... How you make a difference The Clinical Services Coordinator manages day‑to‑day clinic operations, including staffing, scheduling, sick...- ...Hourly Restaurant Manager Opportunity B404 is looking for Hourly Restaurant Managers interested in working part time on nights and... ...member development, cash handling, safety, training and Guest service. Responsibilities Ensure proper set up of the entire restaurant...Hourly payPart timeWork experience placementWork at officeFlexible hoursNight shiftEarly shift
$16 - $35 per hour
...front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with... ...busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy...Hourly payFull timeShift workNight shiftAfternoon shift- ...compliance audits. Establish goals and drive accountability for reliability, response time, and overall maintenance performance. Manage shift schedules to ensure adequate coverage across all shifts. Train employees in advanced troubleshooting and repair of...All shiftsShift workNight shift
- Bob Evans in Mount Pleasant, Michigan, is seeking an Assistant Manager to support daily operations and lead the restaurant staff. You... ...responsible for enhancing customer satisfaction through excellent service, effectively managing employee performance, and driving...Flexible hours
- ...Hiring: Immediate Opening for a Highly Skilled Assistant Restaurant Manager Are you looking for a fun and dynamic work environment where... ...Manager in daily operations to ensure smooth and efficient service Lead and motivate a talented team to deliver excellent customer...Immediate startFlexible hoursNight shift
- ...growth and development as part of the Team. Assistant Restaurant Manager Job Summary Contribute to the success of the restaurant by... ...member development, cash handling, safety, training and Guest service. Responsibilities Prepare food items according to our...Night shiftWeekend work
Pixie, Noodles, Big Apple Bagel, B404 and Boston's
Mount Pleasant, MIa month ago - ...Description B404 is seeking a hands-on Hourly Front of House & Bar Manager to lead and support the bar, server, and host teams. This role... ...member development, cash handling, safety, training and Guest service. Responsibilities Experienced in the art of mixing,...Hourly payWork at officeShift workEarly shift
Pixie, Noodles, Big Apple Bagel, B404 and Boston's
Mount Pleasant, MIa month ago - ...together — lifting our communities and building trust in how we show up, everywhere & always.... ...sales experience, ability to efficiently manage your time, excellent customer relations... ...tools. \ N \n Drive sales, increase service revenue and manage relationships for...Temporary workPart timeWork experience placementShift work
Verizon
Rosebush, MI2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Services Portfolio Manager. Be the first to apply!
Related searches
- service supervisor Mount Pleasant, MI
- manager of environmental services Mount Pleasant, MI
- toyota service manager Mount Pleasant, MI
- human services supervisor Mount Pleasant, MI
- culinary services director Mount Pleasant, MI
- service director Mount Pleasant, MI
- director surgical services Mount Pleasant, MI
- director of administrative services Mount Pleasant, MI
- service delivery director Mount Pleasant, MI
- tech services manager Mount Pleasant, MI