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

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

Job summary

J T in Indiana is seeking a Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-role, you will oversee discretionary investment portfolios and drive tailored asset-management strategies for high-net-worth clients while maintaining strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with consultative skills, acting as a trusted financial strategist who can clearly

Qualifications

• Bachelor’s degree required 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.
• Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

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 client risk profiles, liquidity needs, tax implications, and long-term objectives.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through cycles.
• Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research. Ensure adherence to internal investment governance, banking regulations, and fiduciary standards.
• Business Development & Relationship Expansion: Partner with business development to participate in client presentations, proposal drafting, and referral efforts to grow regional wealth AUM.

Skills

Portfolio management

Client relationship

Wealth advisory

Fiduciary governance

Financial analysis

Communication skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

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.