Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack-Gladstone Bank different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the fifth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Peapack Private Wealth Management division includes investment management services provided for individuals and institutions; personal trust services, including services as executor, trustee, administrator, custodian and guardian, and other financial planning, tax preparation and advisory services. Officers from the Peapack Private Wealth Management Division are available to provide wealth management, trust and investment services at the Bank’s headquarters in Bedminster, at private banking locations in Morristown, Princeton and Teaneck, New Jersey and at the Bank’s subsidiaries, PGB Trust & Investments of Delaware, in Greenville, Delaware, Murphy Capital Management, in Gladstone, New Jersey, Quadrant Capital Management in Fairfield, New Jersey and Lassus Wherley in New Providence, New Jersey and Bonita Springs, Florida.

Position Summary:

Portfolio Managers participates in investment activities to support the investment team. Works with clients to establish strategic investment objectives consistent with the client’s risk profile and implement bank portfolio strategies in client portfolios. Work with Wealth Advisors to support the new business efforts of the firm.

Position Responsibilities:

• Work with clients and prospects to appropriately risk profile them and help set the client’s strategic objective that is consistent with their risk tolerance.
• Maintain new and existing client relationships including informing clients of market conditions and economic trends. Report on portfolio performance.
• Work with Wealth Advisors to assist with sales and marketing activities.
• Support and coordinate the trading and portfolio rebalancing activities for client portfolios assigned.
• Conduct investment research to support the investment activities of the firm. May be assigned to one or more investment teams – Strategy; Fixed Income; Equity; Manager Selection; or Model.
• Understanding the client’s investment objectives and generate an investment policy statement consistent with their strategic objective.
• Complete compliance activities as required to maintain consistence with the firm’s policies.
• Maintain a working knowledge of market, economic, political, and other relevant topic areas appropriate for investment professions.
• Responsible for communicating and answering questions directly with clients regarding comments and concerns.
• Coordinate and maintain a client communication plan for each client in conjunction with other Bank associates.
• Develops, prepares, and distributes equity screens for investment idea generation as required.
• Conducts equity research by reviewing and analyzing company investor material and sell side research for the purposes of stock selection as required.
• Conduct credit analysis on corporate bonds as required
• Maintains trading models on the bank’s trading platform as required.
• Blocks and execute trades as required.
• Maintain the confidentiality of the Bank and its customers.
• Provides excellent customer service to the Wealth Management clients.

Essential Skills and Experience:

• Degree in business, finance, or related field preferred
• Ability to interact effectively and tactfully with Wealth Management clients and Bank personnel from other departments either in person or over the telephone
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Excellent oral and written communication skills required
• Ability to read, write and speak English clearly
• Knowledge of own department’s operations, policies, and procedures
• Must be an organized, independent, and detail-minded individual

Nonessential Skills and Experience:

• Attends required special events as needed as a representative of the Bank
• Special projects and other related duties as assigned
• Maintain a neat and orderly work area

Reporting to this position:

• None

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

• Physical Demands: While performing the duties of this job, the employee is required to walk; sit; stand; use hands; fingers; reach with hands and arms; stoop; talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distant vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Work Environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Benefits

Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.