Sr. Portfolio Manager, Investments

OakworthTalent; Birmingham (AL); On-site; USD 110,000 - 170,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, Alabama seeks a Sr. Portfolio Manager, Investments to lead portfolio management and contribute to strategy while supporting client relationships.

You will work with Wealth Client Advisors, participate on the Investment Committee, and help advance Oakworth's investment platform while delivering exceptional service to clients.

Qualifications

• Must have 10+ years of experience in Investment Management.
• Series 65 preferred at time of hire; required within 6 months.
• CFA, CFP, or MBA preferred.
• Excellent communication and discretion in handling confidential client matters.

Responsibilities

• Manage client investment portfolios, contributing to asset allocation decisions and portfolio construction.
• Serve as Investment Officer for assigned client relationships and partner with Wealth Client Advisors.
• Participate in prospect meetings and investment discussions to attract, retain, and deepen client relationships.
• Collaborate with Investment Committee and across teams to enhance investment processes and reporting.

Skills

Investment Management

Portfolio Management

Financial Analysis

Client Relations

Professionalism

Education

Bachelor's degree in Finance or Economics

CFA

CFP

MBA

Job description

Job DetailsJob Location: Central Alabama - Birmingham, AL 35209Position Type: Full TimeJob Shift: DayJob Category: Wealth ManagementOakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Sr. Portfolio Manager, Investments, that will play a vital role in supporting our business goals and overall vision. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Summary

The Sr. Portfolio Manager, Investments, serves as a member of Oakworth's investment team, responsible for managing client portfolios, contributing to investment strategy, and serving as a designated Investment Officer for client relationships. This role partners with Wealth Client Advisors, participates on the Investment Committee, contributes to thought leadership initiatives and helps advance Oakworth's investment platform and service offerings.

Key Roles/Responsibilities

• Manage client investment portfolios and serve as a key contributor to Oakworth's investment philosophy, asset allocation decisions, and portfolio construction processes.
• Serve as the designated Investment Officer for assigned client relationships, providing investment guidance and partnering with Wealth Client Advisors to deliver an exceptional client experience.
• Support business development activities by participating in prospect meetings, presentations, and investment discussions that help attract, retain, and deepen client relationships.
• Collaborate across the organization to enhance investment processes, technology, reporting capabilities, and investment solutions that improve the delivery of services and support continued growth.
• Develop market commentary, economic analysis, and investment insights that support client education, advisor engagement, and Oakworth's thought leadership efforts.

Responsibility Details

• Manage client investment portfolios in accordance with client objectives, risk tolerance, and Oakworth's investment philosophy.
• Serve as an active member of the Investment Committee, contributing to the development, implementation, and ongoing evaluation of Oakworth's investment strategy and asset allocation framework.
• Proactively monitor portfolio performance, market conditions, economic trends, and investment opportunities, making recommendations and adjustments as appropriate.
• Serve as the designated Investment Officer for assigned client relationships and provide investment guidance to clients, prospects, and associates.
• Partner with Wealth advisors on client meetings and annual investment reviews, communicating portfolio performance, asset allocation decisions, and market insights.
• Partner closely with Wealth Client Advisors across all markets to deliver a coordinated and exceptional client experience.
• Develop market commentary, economic analysis, thought leadership content, and investment insights for clients, prospects, and associates.
• Participate in business development activities, including prospect meetings, investment presentations, and proposal support.
• Collaborate with Operations, Technology, Compliance, Finance and Wealth Management teams to enhance investment systems, reporting capabilities, and portfolio management tools.
• Identify opportunities to improve investment processes, service delivery, and operational efficiency while supporting the evolution of Oakworth's investment platform.
• Contribute to the development of new investment solutions, strategies, and client offerings that support organizational growth and client needs.

Qualifications and Skills

• Bachelor's degree (B. A.) from four-year college in Finance, Economics, or similar major.
• 10+ years of experience in Investment Management
• Series 65 preferred at time of hire; required within 6 months of employment.
• CFA, CFP, or MBA preferred
• Exceptional attention to detail and ability to manage multiple priorities with minimal supervision.
• Excellent written, verbal, and interpersonal communication skills.
• High degree of professionalism and discretion when handling confidential client matters.

Oakworth has been recognized by American Banker magazine as one of the “Best Banks to Work For” nine times, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025, after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/.