Senior Investment Strategy & Client Relationships Lead

Lake City Bank; South Bend (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

Lake City Bank in South Bend, Indiana seeks an experienced Vice President, Investment Officer to lead fiduciary portfolio management for Trust and Wealth Advisory clients. You will partner with internal teams to deliver tailored investment solutions, conduct market research, ensure policy compliance, and drive business growth.

The role requires extensive investment experience, strong communication skills, and a commitment to fiduciary standards in a client‑facing environment.

Qualifications

• Experience managing investment portfolios for trusts and wealth advisory clients.
• Strong written communication and ability to prepare reports and correspondence.
• Proficiency with MS Word, Excel, and Outlook.

Responsibilities

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance and communicate portfolio performance.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development.

Skills

Investment portfolio management

Client relationship management

Fiduciary guidance

Research and analysis

Education

Bachelor’s degree in related field

CFA designation

MBA preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Lake City Bank in South Bend, Indiana seeks an experienced Vice President, Investment Officer to lead fiduciary portfolio management for Trust and Wealth Advisory clients. You will partner with internal teams to deliver tailored investment solutions, conduct market research, ensure policy compliance, and drive business growth.

The role requires extensive investment experience, strong communication skills, and a commitment to fiduciary standards in a client‑facing environment.