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National Director of Portfolio Mgmnt
The National Director of Portfolio Management (NDPM) will report directly to the Wealth Management CIO, and will work closely with Wealth Management Regional Presidents and other business leaders. Primary responsibility of incumbent will be to ensure the appropriate implementation of Wealth Management investment strategies across all client segments and consistency of client service standards across all regions. The NDPM will partner with BKU to rollout, update and refine existing client service programs (PACES, PREMIER) as well as new training initiatives intended to enhance client engagement. The incumbent will help drive organic growth by making a strategic impact on Wealth Management revenue, pre-tax profits, gross new business, lost business rate, compliance, and client satisfaction.


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