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Senior Portfolio Manager

Mechanics Bank | Palo Alto, United States | Posted July 04, 2026

Position Overview

Mechanics Bank is currently searching for a Portfolio Senior Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships and working together in person. This role will be working on-site.

The Trust Portfolio Senior Manager manages the investment portfolios of complex investment management agency and trust accounts. Performs all primary client contact and support for activities in agency accounts to whom they are assigned. Collaborates with other members of the investment team to review investment research and conduct due diligence of securities utilized in portfolio construction. Keeps informed of economic and financial conditions affecting markets subject to investment. Actively involved in new business efforts by leading or attending prospect meetings. Seeks speaking opportunities and represents the Bank in civic and community events.

What you will do:

  • Responsible for delivering investment advisory services ...

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