Mechanics Bank

Trust Portfolio Senior Manager

Mechanics Bank

1 month ago
Walnut Creek, California
Onsite
Full Time
Senior
0 applicants
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Mechanics Bank
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About this role

Mechanics Bank is seeking a Trust Portfolio Senior Manager to oversee complex trust portfolios, provide investment advisory services, and support business development efforts. The role involves engaging with clients, managing investment strategies, and collaborating with teams to ensure compliance and optimal portfolio performance.

Skills

Qualifications

Bachelors Degree7 years related experienceCFA, CFP, CIMA or MBA
Mechanics Bank

About Mechanics Bank

mymechanics.com

There’s always a better way to bank. Let's find yours. As a full-service, independent community bank, we have the freedom to make decisions that are in the best interest of our customers and our neighbors. We offer personal and business banking solutions to make you say "That's Better".

About Mechanics Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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