Trust Portfolio Manager

NPAworldwide; Fulton (MO); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Relocation assistance

In-office role

Job summary

Central Trust Company seeks an experienced Portfolio Manager to join our wealth management team. You will manage client portfolios, provide asset allocation recommendations, and maintain strong client relationships in a client-facing role.

The position focuses on retention and thoughtful investment management, with flexibility to emphasize client service or analytical work, while collaborating with other portfolio managers, traders, relationship managers, and bankers.

Qualifications

• Minimum of 7 years of investment or portfolio management experience.
• 10+ years of experience preferred but not required.
• Bachelor's degree required.
• MBA, master's in finance, CFA, and/or CFP preferred but not required.

Responsibilities

• Manage client portfolios using internal investment models.
• Provide asset allocation recommendations and portfolio oversight.
• Work directly with clients to understand needs, goals, and risk tolerance.
• Focus on client retention through strong service, communication, and relationship management.
• Collaborate with other portfolio managers, traders, relationship managers, and bankers.
• Participate in investment discussions and portfolio strategy.
• Support the broader wealth management team in serving clients effectively.
• Represent the company in a professional and client-focused manner.

Skills

Investment management

Client relationship skills

Communication

Analytical abilities

Team collaboration

Education

Bachelor's degree

MBA/CFAs/ CFPs preferred

Job description

Our client offers an outstanding opportunity for an experienced Portfolio Manager who wants to join a stable, long-established wealth management organization with a strong reputation and significant assets under management. Our client provides wealth management, trust services, legacy planning, estate administration, institutional services, retirement plan services, and nonprofit and foundation services across Missouri, Colorado, Kansas, Florida, and Oklahoma.

The Portfolio Manager will report to the Senior Vice President and Senior Portfolio Manager and will be responsible for managing approximately $250 million in client assets. Most clients are local.

This is a client-facing position focused on building strong relationships, retaining clients, and providing thoughtful investment management. The role offers flexibility depending on the candidate's strengths and interests. The Portfolio Manager may be more client-focused or more analytically focused while still contributing to the overall investment management process.

Key Responsibilities

• Manage client portfolios using Central Trust Company's internal investment models
• Provide asset allocation recommendations and portfolio oversight
• Work directly with clients to understand their needs, goals, and risk tolerance
• Focus on client retention through strong service, communication, and relationship management
• Collaborate with other portfolio managers, traders, relationship managers, and bankers
• Participate in investment discussions and portfolio strategy
• Support the broader wealth management team in serving clients effectively
• Represent the company in a professional and client-focused manner
• This position does not have direct supervisory responsibilities

Qualifications

The ideal candidate will have a strong investment management background, excellent client relationship skills, and the ability to work well in a collaborative team environment.

• Minimum of 7 years of investment or portfolio management experience
• 10 or more years of experience preferred but not required
• Bachelor's degree required
• MBA, master's degree in finance, CFA, and/or CFP preferred but not required
• Strong knowledge of asset allocation and portfolio management
• Ability to work effectively with clients, portfolio managers, traders, relationship managers, and bankers
• Strong communication, analytical, and relationship management skills
• Client-focused approach with an emphasis on retention and long-term relationships
• Willingness to work in the office

Benefits / Opportunity

Our client provides a collaborative, relationship-driven culture with resources and depth of expertise of a larger organization. This in‑office, client‑facing role offers flexibility with time and relocation assistance available and negotiable for the right candidate.