Trust Portfolio Growth Manager

Columbia Bank; Portland (OR); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Competitive benefits

401(k) with employer match

Paid time off

Dental & vision coverage

Life insurance

Tuition assistance

Job summary

Columbia Bank in Portland, OR seeks an experienced Investment Advisor to grow a book of business within a collaborative team. You will identify trust business opportunities, manage portfolios per policies, and support investment processes.

Candidates should interpret financial statements, communicate complex concepts clearly, and deliver persuasive reports and presentations. The role blends client service with strategic thinking and compliance.

Qualifications

• B.A or B.S. in finance or accounting required.
• 5 years of industry work experience required.
• MBA and/or CFA designation preferred.
• Intermediate MS Office including Excel and Word.

Responsibilities

• Grow a book of business within a team environment.
• Identify and cultivate new trust business opportunities.
• Manage investment portfolios within established policies and regulations.
• Assist in the investment process and strategic thinking.
• Explain complex financial concepts in simple terms.
• Develop new business to meet strategic goals.
• Monitor portfolio performance.

Skills

Relationship building

Networking

Communication

Portfolio management

Financial analysis

Risk management

Trust law familiarity

Education

B.A./B.S. in finance or accounting

MBA or CFA designation preferred

Tools

Microsoft Office

Excel

Word

Job description

Columbia Bank in Portland, OR seeks an experienced Investment Advisor to grow a book of business within a collaborative team. You will identify trust business opportunities, manage portfolios per policies, and support investment processes.

Candidates should interpret financial statements, communicate complex concepts clearly, and deliver persuasive reports and presentations. The role blends client service with strategic thinking and compliance.