Trust Portfolio Manager — Growth & Strategy Lead

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

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.