Senior Wealth & Trust Portfolio Manager – VP

J&T Business Consulting

Town of Granger (NY)

On-site

USD 140,000 - 210,000

Full time

3 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

J&T Business Consulting in Granger, United States seeks 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, craft tailored asset-management strategies for high-net-worth clients, and uphold fiduciary standards in Trust and Wealth Advisory accounts.

The role blends portfolio structuring with consultative skills, acting as a trusted financial strategist who

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.
Align asset allocation models with client risk profiles, liquidity needs, tax implications, and long-term objectives.
Lead investment guidance alongside Wealth Advisors and Trust Officers; provide performance reviews and educate clients on market positioning.
Partner with business development leaders to participate in presentations, proposals, and referrals to expand regional wealth assets under management (AUM).