Trust Portfolio Manager

Umpqua Bank; San Diego (CA); On-site; USD 102,000 - 200,000; Full time

Job summary

An established industry player is seeking a Trust Portfolio Manager who excels in managing investment relationships and maximizing returns. This role is pivotal in ensuring compliance with regulations while fostering new business opportunities. The ideal candidate will possess a strong background in finance, with a focus on trust management and investment strategies. Join a team that values trust, growth, and teamwork, and be part of a culture that encourages personal initiative and professional development. This is a fantastic opportunity to make a significant impact in a dynamic financial environment.

Benefits

Comprehensive healthcare coverage

401(k) retirement savings plan with employer match

Tuition assistance

Paid vacation and sick days

Employee assistance program

Mental health resources

Legal support

Pet insurance

Access to discount marketplace

Qualifications

• 5 years of industry experience required.
• Ability to interpret complex accounting regulations.
• Intermediate computer skills, especially in Microsoft Excel.

Responsibilities

• Manage investment portfolios and ensure compliance with regulations.
• Develop new business to support company goals.
• Perform investment research and stay informed of market developments.

Skills

Investment Management

Trust Software

Financial Analysis

Communication Skills

Project Management

Education

Bachelor’s degree in Business, Finance or Accounting

Master of Business Administration

Chartered Financial Analyst designation

Tools

Microsoft Office

Trust Software

Job description

Trust Portfolio Manager

Wealth Management

Scottsdale,Arizona

Henderson,Nevada

San Diego,California

Phoenix,Arizona

Greenwood Village,Colorado

Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.

• 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.

• Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.

• Develop new business to further the strategic goals of the company.

• Other responsibilities as assigned.

• 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 Umpqua 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:

• Bachelor’s degree in business, in finance or accounting and/or equivalent combination of experience and training, required.

• Master of Business Administration and/or Chartered Financial Analyst designation

• 5 years of industry work experience, required.

• 5 years of Experiencewith 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 and Word Organizational and project management skills.

• Effective team player.

• Effective verbal and written communication skills.

• Ability to meet bonding requirements for employment purpose.

• 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.

• Occasional travel.

Job Location(s):

This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:

Scottsdale, AZ

Phoenix, AZ

Las Vegas, NV

San Diego, CA

Our Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is$102,000.00 to $200,000.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

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 :

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protectedveteran 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: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.