Senior Wealth & Trust Investment VP | Portfolio Mastery

J&T Business Consulting

Granger (IN)

On-site

USD 140,000 - 190,000

Full time

3 days ago

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Job summary

J&T Business Consulting in Granger, IN is seeking a Trust Investment Officer & Senior Wealth Advisor with banking experience to join the executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and uphold fiduciary standards across Trust and Wealth Advisory accounts.

The ideal candidate combines advanced portfolio structuring with exceptional client advisory skills, articulating market dynamics

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or related field.
8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
Proficiency with fiduciary procedures and trust accounting structures.
Experience with portfolio analytics tools and core business software (Excel, Word, Outlook).

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 and deliver performance reviews and client education.
Conduct macroeconomic, equity, and fixed-income research and ensure adherence to fiduciary standards and regulations.
Partner with business development leaders to expand regional wealth assets under management (AUM).