Trust Portfolio Manager

Columbia Bank; Sacramento (CA); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

401(k) retirement plan

Tuition assistance

Life Insurance

Disability insurance

Paid vacation & holidays

Job summary

Columbia Bank in Portland, Los Angeles, Sacramento, and other locations seeks a Senior Trust Professional to grow a clientbook and oversee investment portfolios. You will analyze financial statements, manage risk, and present investment concepts clearly to clients and partners.

The role requires a finance or accounting degree, 5 years of experience, and familiarity with trust software. Strong MS Office skills and a client-focused mindset are essential.

Qualifications

• Finance or accounting degree or equivalent experience.
• MBA or CFA preferred for advanced credentials.
• 5 years of industry work experience is required.
• Experience with trust software is preferred.
• Strong understanding of accounting literature and regulations.

Responsibilities

• Grow a book of business within a team environment.
• Identify and cultivate trust business opportunities via networking and outreach.
• Manage investment portfolios in accounts per policy.
• Assist in investment process management and strategic thinking.
• Write clear reports and deliver persuasive presentations.

Skills

Grow a book of business

Networking

Portfolio interpretation

Risk assessment

Asset allocation strategies

Communication skills

Presentations

Education

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

MBA and/or CFA designation

Tools

Trust software

Microsoft Excel

Microsoft Word

Job description

Portland, Oregon

Los Angeles, California

Sacramento, California

South Jordan, Utah

Tacoma, Washington

San Diego, California

Medford, Oregon

Phoenix, Arizona

Full time

JR103684

About the Role:

• Proven ability to grow a book of business within a team environment.
• Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
• Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
• Assist in the management of the company’s investment process and strategic thinking.
• Perform a variety of written and verbal communication tasks and projectsin order toensure satisfactory completion and implementation of work or projects.
• Develop new business to further the strategic goals of the company.
• Ability to interpret financial statements and market data.
• Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
• Proficient in global asset allocation strategies including alternative investments.
• Monitor and assess portfolio performance.
• Excellent communicator that builds trust with clients, business partners and management.
• Ability to explain complex financial concepts in simple terms.
• Write clear reports and deliver persuasive presentations.
• Strategic thinking and decision making.
• Familiarity with trust law, estate planning and fiduciary responsibilities.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

About You:

• B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
• Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
• 5 yearsof industry work experience, required.
• 5 years ofExperience with trust software, preferred.
• Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
• Intermediate computer skills with an emphasis on Microsoft Office products, including Excel andWordOrganizationaland project management skills.
• Effective team player.
• Effective verbal and written communication skills.
• Ability to meet bonding requirements for employmentpurpose.
• Stays informed of developments in security markets.
• Performs investment research.
• High level of understanding of asset allocation strategies.
• Skills and knowledge to manage individual equity or fixed income strategies.

Travel Type:

Occasional

The base pay range for this role is $102,361.20 - $190,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail] ([e-mail]) .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT, which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.
• Impact: Every role here makes a meaningful difference in people’s lives and local economies.
• Growth: We invest in your success with career development, mentorship, and learning opportunities.
• Heart: We care deeply about doing what’s best for our customers and each other.
• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.
• A culture of belonging and purpose, where your ideas matter and your work has impact.
• Competitive benefits and flexibility designed to help you thrive personally and professionally.
• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.