Director, Portfolio Management

FNBO; Kansas City (MO); Presencial; USD 127.000 - 216.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Time Off

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Descripción de la vacante

FNBO is seeking a Director of Portfolio Manager to lead portfolio construction and trading for trust and institutional accounts. The role blends investment acumen with relationship management to deepen client engagement and drive business development.

The ideal candidate has 8–12+ years in investment/wealth management, holds a relevant degree, and CFA/CFP designation with strong knowledge of capital markets and asset allocation. On-site role with competitive benefits.

Formación

• 8–12+ years of experience in investment or wealth management.
• Bachelor’s degree in business or related field.
• CFA or CFP designation.
• Strong understanding of capital markets, global economy and asset allocation.
• Demonstrated expertise in equities, fixed income, and alternatives.
• Ability to explain complex investment concepts clearly to clients and advisors.
• Excellent relationship management skills with a client-first mindset.

Responsabilidades

• Manage individually managed accounts including fixed income, equities and alternatives.
• Construct diversified portfolios within client objectives and constraints.
• Implement strategies based on Investment Committee lists.
• Maximize investment returns with acceptable risk.
• Deliver exceptional client experience as Trusted Advisor.
• Present investment strategies and results to clients.
• Prepare for client meetings and collaborate with WM team.
• Retain and expand client assets.
• Represent investment team in new business activities.
• Review prospective client portfolios and provide recommendations.
• Make presentations to prospective clients.
• Coordinate investment responses to RFPs.
• Actively participate in investment process and portfolio decisions.
• Analyze investment opportunities focusing on return and risk.
• Participate in Investment Committee deliberations.

Conocimientos

Wealth management

Portfolio management

Asset allocation

Client relationships

Investment research

Presentation skills

Regulatory compliance

Communication

Educación

Bachelor's degree in business or related field

CFA designation

CFP designation

Herramientas

APX

Moxy

Genesis

Black Diamond

Descripción del empleo

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

The Summary Of The Job The Director, Portfolio Manager, plays a key role in delivering FNBO’s Wealth Management investment experience. This role is client-facing, combining investment experience with relationship management. The portfolio manager partners closely with individual and institutional advisors to design, implement and monitor customized portfolios that align with client goals, risk profiles and overall wealth plans. Direct responsibility for trading portfolios that hold equity, fixed income and alternatives for individual trust and institutional accounts. The Director, Portfolio Manager, helps deepen relationships through investment acumen and supports client retention, expansion and business development. Investment work comprises research and participation in asset allocation or manager selection committees, including contributing to equity satellite, fixed income satellite or alternative working groups.

About This Role

Key Accountabilities:

• Portfolio Management: Responsible for individually managed accounts, including fixed income securities, equities and alternatives. This includes monitoring asset allocation and implementing trades as needed.
• Construct diversified portfolios within client investment objectives and constraints.
• Implement strategies based on the Investment Committee’s approved list of investments.
• Maximize investment returns commensurate with an acceptable level of risk.
• Customer Goals and Initiatives: Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.
• Conduct effective presentations to clients to explain investment strategies and results.
• Prepare for client meetings and partner with WM team to deliver outstanding service.
• Retain and expand client managed assets.
• New Business Development: Represent investment team in new business activities.
• Review and analyze prospective client portfolios and make recommendations.
• Make effective presentations to prospective individual and institutional clients.
• Coordinate investment response in requests for proposals (“RFPs”) if asked.
• Investment Research: Actively participate in the investment process and portfolio management decisions.
• Analyze investment opportunities in assigned research areas, focusing on potential return and risk. Primary investment committees include asset allocation and manager research with working groups in equity satellite, fixed income satellite and alternatives.
• Participate and make investment recommendations as part of Investment Committee.
• Support the investment team in all aspects of portfolio management and research.
• Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
• Complete OCC client initial and annual reviews for assigned accounts.
• Fulfill compliance training and adhere to internal procedures and controls, as required.
• Report any known violations of compliance policy, laws, or regulations as well as suspicious customer and/or account activity.

The Ideal Candidate For This Role

8 – 12+ years of experience in investment or wealth management.

Bachelor’s degree in business or related field.

CFA or CFP designation.

Strong understanding of capital markets, global economy and asset allocation.

Demonstrated expertise in a major asset class: Equities, fixed income, alternatives.

Ability to explain complex investment concepts clearly to clients and advisors.

Excellent relationship management skills with a client-first mindset.

Desired

Master of Business Administration or Finance.

Proficiency with portfolio management systems (experience with APX, Moxy, Genesis, Black Diamond, or similar platforms preferred)

Experience with servicing high net worth individuals and institutions.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation

Compensation range (base pay): $126,830.00-$215,612.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [e-mail]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261887

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.