WMS PORTFOLIO MANAGER – First Bank & Trust
POSITION: WMS PORTFOLIO MANAGER
LOCATION: Twin Cities Market
OVERALL FUNCTIONS: This person works directly with the WMS Chief Investment Officer to supervise and execute all WMS investment activities within established risk/reward parameters. Articulates perspective on current investment outlook and ensures communication to clients and staff. Implements investment policies and strategies and provides guidance to Trust Administrators, Trust Officers, and Wealth Advisors with respect to investment policies and procedures. Uses multiple sources and data points to monitor and research WMS investment strategy.
QUALIFICATIONS: This person should have a bachelor’s degree, plus a minimum of seven years of experience in trust and investments or the equivalent. A professional designation such as a CFP, CPA or CTFA is strongly desired. Must have a clear understanding of economic principals and their impact on the financial markets. Strong interpersonal, problem solving, and analytical skills are required. Good written and oral communication skills are required. Excellent customer service and PC skills are required. This person must be able to develop working relationships with referral sources (both internal and external), interact on a high level with other area professionals, and become an integral part of the overall Bank team.
PRINCIPAL RESPONSIBILITIES ARE TO:
1. Investment Oversight – Monitor and maintain portfolios in coordination with Wealth Management Officers and Wealth Advisors utilizing approved portfolios and investments set forth by the Trust Investment Committee or directed by clients. Additionally, investing/reinvesting client portfolios in accordance with their stated objective. Responsible for communication with external research sources, application of 3rd party investment recommendations, and applying them to client portfolios.
2. Conducts ongoing proactive research and is responsible for making recommendations to the WMS Chief Investment Officer and TIC regarding strategic and tactical investment actions. Communicates investment strategy and changes to clients and colleagues. Creates and maintains investment marketing and sales/retention support materials.
Candidates can apply online at www.bankeasy.com/careers
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.