Trust Investment Officer & Senior Wealth Advisor (Banking Experience Required)

J T; Granger (IN); On-site; USD 150,000 - 190,000; Full time

Job summary

J T is seeking a Senior Investment Specialist to join as Vice President – Portfolio Manager, overseeing discretionary portfolios and delivering tailored asset-management strategies for high-net-worth clients with fiduciary integrity across Trust and Wealth Advisory accounts.

The role combines high-level portfolio structuring with advisory excellence, translating market dynamics into actionable client guidance for internal teams and institutional partners.

Qualifications

• Bachelor’s degree in Finance, Economics or related field.
• 8+ years in investment management, trust investments, or high-net-worth wealth advisory.
• Strong fiduciary procedures, governance, and risk awareness.
• Excellent verbal and written communication of complex concepts.

Responsibilities

• Formulate, execute, and monitor highly customized investment strategies for high-net-worth clients.
• Lead fiduciary guidance and client relationship leadership with Wealth Advisors and Trust Officers.
• Conduct macroeconomic, equity, and fixed-income research with governance adherence.
• Partner with business development to expand regional wealth assets under management.

Skills

Portfolio management

Fiduciary knowledge

Client communication

Financial analysis

Microsoft Excel

Education

Bachelor’s degree in Finance

Tools

Microsoft Excel

Trust accounting software

Job description

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

Position Overview

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

• Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts. Align asset allocation models with specific client risk profiles, liquidity needs, tax implications, and long-term financial objectives.
  

• Fiduciary Guidance & Client Relationship Leadership: Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through changing economic cycles.
  

• Research & Policy Compliance: Conduct rigorous macroeconomic, equity, and fixed‑income research. Ensure full adherence to internal investment governance, federal banking regulations, and strict fiduciary standards.
  

• Business Development & Relationship Expansion: Partner with business development leaders to participate in prospective client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).
  

Required Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).
  

• Experience: 8+ years of direct experience in investment management, portfolio management, trust investments, or high‑net‑worth wealth advisory.
  

• Technical Skills: Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).
  

• Communication: Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.
  

Preferred Qualifications

• Chartered Financial Analyst (CFA) designation and/or Master of Business Administration (MBA).
  

• Demonstrated track record in fiduciary compliance and multi‑asset asset allocation.
  

An Equal Opportunity Employer dedicated to building an inclusive and merit‑based workplace culture.