VP, Investment Officer

Lake City Bank; Granger (IN); On-site; USD 140,000 - 190,000; Full time

Job summary

Lake City Bank in Granger, IN seeks a Vice President, Investment Officer to manage investment portfolios and develop customized solutions for Trust and Wealth Advisory clients. You will align strategies with client goals, risk tolerance, and long-term objectives, while delivering excellent service.

In this role you will partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary guidance, communicate performance, and support growth.

Qualifications

• Bachelor’s degree in a related field or equivalent work experience required.
• Chartered Financial Analyst Designation and/or MBA preferred.
• Eight+ years investment sales or equivalent experience required.
• Understanding of bank procedures and policies.
• Ability to write reports and business correspondence.
• Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.

Responsibilities

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients, aligning strategies with client goals, risk tolerance, and long-term financial objectives.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance, communicate portfolio performance, and deliver exceptional client service and relationship management.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development efforts that contribute to organizational growth.

Skills

Investment portfolio management

Relationship management

Report writing

Education

Bachelor's degree in related field

CFA / MBA preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

VP, Investment Officer

Full Time Salary Exempt Sales Workers Granger, Granger, IN, US

14 days ago Requisition ID: 2868

Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and the ability to effectively present information and respond to questions? As a Vice President, Investment Officer, you will:

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients, aligning strategies with client goals, risk tolerance, and long-term financial objectives.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance, communicate portfolio performance, and deliver exceptional client service and relationship management.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development efforts that contribute to organizational growth.

Required Qualifications:

• Bachelor’s degree in a related field or equivalent work experience required.
• Chartered Financial Analyst Designation and/or MBA preferred.
• Eight+ years investment sales or equivalent experience required.
• Understanding of bank procedures and policies.
• Ability to write reports and business correspondence.
• Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.

Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.