B
BmoSenior Investment Portfolio Manager -Wealth Management
Indianapolisonsitemanager$92K – $171K
Posted 6 days ago · via Workday
About this role
Application Deadline: 07/30/2026 Address: 135 N Pennsylvania Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Indianapolis. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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