Manager Municipal Advisor Jobs (NOW HIRING)

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm’s municipal bond portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research. In addition, this position will contribute to daily fixed income trading across other fixed income sectors for client portfolios.

• Conduct detailed analysis across municipal bond issuers and sectors.
• Actively construct and manage municipal bond portfolios for clients.
• Develop and maintain municipal bond strategies across SMA accounts balancing client risk/return objectives.
• Strong and existing knowledge/understanding of the municipal bond market and geographic locations.
• Update and maintain the municipal bond issuer approved buy list.
• Monitor all credits on the list.
• Manage daily municipal bond trading across client portfolios.
• Monitor trade order screens to ensure timely execution of Investment Advisor trade orders.
• Remain current on developments within the municipal bond industry.
• Contribute to market and economic commentary while staying on top of current trends.
• Serve as the municipal bond expert within the organization.
• Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb.
• Assigned additional duties as deemed necessary by the Director of Fixed Income and Chief Investment Officer.
• Maintain compliance with all firm and regulatory guidelines and procedures including MSRB.
• Provide fixed income support to Investment Advisors regarding fixed income strategies and fixed income investments.
• Strong understanding of municipal bond valuations and adhering to best price and execution.
• Proven track record in managing municipal bond SMA strategy is preferred.
• Strong municipal bond credit analysis skills.
• Working knowledge of trading on various custodian fixed income trading platforms as well as Bloomberg and Tradeweb.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10-15 years of experience working as a municipal bond credit analyst and/or portfolio manager.
• Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations.
• CFA designation and or advanced degree is preferred.
• High attention to detail and commitment to accuracy, integrity, and process excellence.
• Ability to manage competing priorities in a dynamic, fast-paced environment.
• Strong collaborator who builds trust across senior leadership, advisors, and teams; Ability to adapt a culture of accountability, transparency, and excellence.
• Strong communication, analysis and interpersonal skills, with the presence to engage with senior leadership and external partners.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range: $111,440.00 - $183,082.25 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

• medical, dental, and vision coverage.
• a 401(k) plan.
• life, accident, and disability insurance.
• flexible spending accounts (FSAs) and health savings accounts (HSAs).
• wellness programs.
• paid parental leave.
• military leave.
• vacation and other paid time off.
• sick leave in accordance with applicable state laws.
• paid holidays.

For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ WSFS Bank is inclusive and supportive of individual needs.

If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer.

We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration.

WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.

Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments.

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.