Senior Wealth & Trust Investment Leader

J T; Granger (IN); On-site; USD 150,000 - 230,000; Full time

Job summary

J T seeks an experienced Senior Investment Specialist to join as Vice President – Portfolio Manager, overseeing discretionary portfolios for high-net-worth clients and ensuring fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends advanced portfolio structuring with consultative client engagement, requiring clear articulation of market dynamics to clients, internal advisors, and institutional partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software.

Responsibilities

• Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts.
• Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver performance reviews and proactive guidance.
• Conduct macroeconomic, equity, and fixed-income research and ensure compliance with investment governance and fiduciary standards.
• Partner with business development to expand regional wealth assets under management.

Skills

Portfolio management

Client advisory

Financial communication

Strategic asset allocation

Education

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

Tools

Microsoft Excel

Portfolio analytics tools

Job description

J T seeks an experienced Senior Investment Specialist to join as Vice President – Portfolio Manager, overseeing discretionary portfolios for high-net-worth clients and ensuring fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends advanced portfolio structuring with consultative client engagement, requiring clear articulation of market dynamics to clients, internal advisors, and institutional partners.