Investment Management Vice President

WoodTrust Bank; Wisconsin Rapids (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

WoodTrust Bank's WoodTrust Asset Management seeks an Investment Management Vice President to oversee client portfolios and provide strategic financial planning guidance. You will build trusted relationships with individuals, families, businesses, and nonprofits while leading investment decisions and wealth-management initiatives.

In this role you will monitor performance, contribute to strategy discussions, and collaborate with internal teams to deliver comprehensive solutions that align with

Qualifications

• Five+ years of experience in investment management or wealth management.
• Strong understanding of portfolio construction and asset allocation.
• Experience communicating investment concepts to clients.
• Ability to develop and maintain trusted client relationships.

Responsibilities

• Manage investment portfolios aligned with client goals and risk tolerance.
• Monitor asset allocations, investment performance, and market conditions.
• Lead client meetings and provide guidance on investment strategies and financial planning.
• Collaborate with wealth management, trust, and banking teams to deliver solutions.
• Build new relationships through networking and referrals.

Skills

Client relationship building

Communication

Presentation

Business development

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Business or related field

Tools

CRM platforms

Portfolio management software

Financial planning software

Job description

As an Investment Management Vice President with WoodTrust Asset Management, you will manage investment portfolios, provide financial planning guidance, and build trusted relationships with individuals, families, businesses, and nonprofit organizations. This role combines investment expertise, client advisory services, and business development to help clients pursue their financial goals while contributing to the growth and success of WoodTrust's wealth management division.

What Success Looks Like

Success in this position means developing strong client relationships, delivering thoughtful investment and financial planning advice, effectively managing portfolios aligned with client objectives, and contributing to the growth of the business through exceptional service and relationship development. The ideal candidate combines sound investment judgment with strong communication skills and a genuine commitment to helping clients achieve their goals.

How This Role Fits Into the Organization

This role serves as a trusted advisor to clients while supporting WoodTrust's commitment to relationship-based financial services. The Investment Management Vice President works closely with wealth management, trust, and banking professionals to deliver comprehensive financial solutions, strengthen client relationships, support business growth, and contribute to WoodTrust's long-term success.

• Manage investment portfolios in alignment with client goals, objectives, and risk tolerance.
• Monitor and evaluate asset allocation strategies, investment performance, and market conditions.
• Participate in investment strategy discussions and contribute to portfolio management decisions.
• Lead client meetings and provide guidance on investment strategies, financial planning, and wealth management topics.
• Develop a deep understanding of clients' financial needs and evolving objectives.
• Maintain proactive communication and deliver exceptional client service.
• Collaborate with internal teams and external advisors to provide coordinated financial solutions.
• Identify opportunities to deepen existing relationships and introduce additional services when appropriate.
• Build new client relationships through networking, referrals, and business development activities.
• Represent WoodTrust professionally within the community and industry.

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Five or more years of experience in investment management, wealth management, portfolio management, or a related advisory role.
• CFA, CFP, or other relevant professional designation preferred.
• Strong understanding of portfolio construction, asset allocation, investment strategies, financial planning, and capital markets.
• Ability to analyze complex financial information and apply sound investment judgment.
• Excellent relationship-building, communication, and presentation skills.
• Proven ability to develop and maintain trusted client relationships.
• Demonstrated business development and relationship management experience.
• Strong attention to detail, professionalism, and commitment to client confidentiality.
• Proficiency with financial planning software, portfolio management systems, CRM platforms, and related technology.

Ready to put your investment expertise, relationship management skills, and strategic thinking to work in a collaborative, client-focused environment? Join WoodTrust Asset Management and help individuals, families, businesses, and nonprofit organizations pursue their financial goals with confidence. If you're passionate about delivering personalized guidance, building lasting relationships, and making a meaningful impact, we'd love to hear from you.

Investment Management Vice President - Full-Time - October 2026 | WoodTrust Bank

Build relationships. Guide investment decisions. Make an impact. Join WoodTrust today.