VP, Investment Management: Trusted Advisory & Growth

WoodTrust Bank

Wisconsin Rapids (WI)

On-site

USD 120,000 - 180,000

Full time

6 days ago

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Job summary

WoodTrust Bank's WoodTrust Asset Management seeks an Investment Management Vice President to oversee client portfolios and provide strategic financial planning guidance. You will build trusted relationships with individuals, families, businesses, and nonprofits while leading investment decisions and wealth-management initiatives.

In this role you will monitor performance, contribute to strategy discussions, and collaborate with internal teams to deliver comprehensive solutions that align with

Qualifications

Five+ years of experience in investment management or wealth management.
Strong understanding of portfolio construction and asset allocation.
Experience communicating investment concepts to clients.
Ability to develop and maintain trusted client relationships.

Responsibilities

Manage investment portfolios aligned with client goals and risk tolerance.
Monitor asset allocations, investment performance, and market conditions.
Lead client meetings and provide guidance on investment strategies and financial planning.
Collaborate with wealth management, trust, and banking teams to deliver solutions.
Build new relationships through networking and referrals.

Skills

Client relationship building

Communication

Presentation

Business development

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Business or related field

Tools

CRM platforms

Portfolio management software

Financial planning software

Job description

In this role you will monitor performance, contribute to strategy discussions, and collaborate with internal teams to deliver comprehensive solutions that align with

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