VP, Investment Officer

Lake City Bank; South Bend (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

Lake City Bank in South Bend, Indiana seeks an experienced Vice President, Investment Officer to lead fiduciary portfolio management for Trust and Wealth Advisory clients. You will partner with internal teams to deliver tailored investment solutions, conduct market research, ensure policy compliance, and drive business growth.

The role requires extensive investment experience, strong communication skills, and a commitment to fiduciary standards in a client‑facing environment.

Qualifications

• Experience managing investment portfolios for trusts and wealth advisory clients.
• Strong written communication and ability to prepare reports and correspondence.
• Proficiency with MS Word, Excel, and Outlook.

Responsibilities

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance and communicate portfolio performance.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development.

Skills

Investment portfolio management

Client relationship management

Fiduciary guidance

Research and analysis

Education

Bachelor’s degree in related field

CFA designation

MBA preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

About

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.

Applicants have rights under Federal Employment Laws