Senior Portfolio Manager - Wealth & HNW Client Strategy

Old National Bank; Chicago (IL); On-site; USD 98,000 - 199,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank seeks a Senior Portfolio Manager to lead investment strategies for high net worth clients within Wealth Management. You will oversee large accounts, align asset allocation with client objectives, and advise trustees and advisors on investment decisions.

Responsibilities include client reviews, performance reporting, and collaboration with cross-disciplinary teams to deliver a cohesive client experience. Strong regulation knowledge and leadership are essential.

Qualifications

• Bachelor's degree in business/finance/economics or related field.
• 8+ years investment experience with consistent performance.
• CFA or similar advanced designation required or preferred.
• MBA or JD is a plus and beneficial for leadership roles.
• Proven ability to manage high net worth client portfolios.
• Strong knowledge of investment theory and portfolio management.

Responsibilities

• Manage investment portfolios for high net worth clients.
• Provide investment oversight and asset allocation guidance.
• Prepare client presentations and performance reports.
• Collaborate with advisors, trustees, and lawyers to coordinate portfolios.
• Lead and mentor junior investment staff when needed.
• Ensure regulatory compliance and timely reviews.

Skills

Investment expertise

Portfolio management

Client relationship management

Reg 9 compliance oversight

Leadership / mentoring

Strategic asset allocation

Communication skills

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics

CFA or similar designation

MBA or JD preferred

Tools

FIS

Charles River

Morningstar

Factset

First Rate

Salesforce

Microsoft Office

Job description

Old National Bank seeks a Senior Portfolio Manager to lead investment strategies for high net worth clients within Wealth Management. You will oversee large accounts, align asset allocation with client objectives, and advise trustees and advisors on investment decisions.

Responsibilities include client reviews, performance reporting, and collaboration with cross-disciplinary teams to deliver a cohesive client experience. Strong regulation knowledge and leadership are essential.