VP, Investment Officer (Banking Experience Required)

Zohorecruit; Granger (IN); On-site; USD 140,000 - 230,000; Full time

Job summary

Zohorecruit in Granger, IN seeks a VP, Investment Officer to lead discretionary portfolios for high-net-worth clients, blending portfolio management with fiduciary guidance and reg compliance. This role drives tailored asset strategies while serving as a trusted financial strategist for clients and advisors.

The ideal candidate combines strategic oversight with strong communication, working with Wealth Advisors and Trust Officers to review performance, explain market dynamics, and expand

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 8+ years of investment management or portfolio management experience.
• Strong fiduciary knowledge and regulatory awareness.
• Excellent communication and client-facing presentation skills.
• Experience with high-net-worth wealth advisory and trust accounts.

Responsibilities

• Formulate, execute, and monitor customized investment strategies for high-net-worth clients.
• Lead fiduciary guidance and client relationship management with Wealth Advisors and Trust Officers.
• Conduct macroeconomic, equity, and fixed-income research.
• Ensure compliance with internal governance and federal banking regulations.
• Support business development and regional growth of AUM.

Skills

Portfolio Management

Fiduciary Guidance

Client Relationship Leadership

Macroeconomic Research

Communication

Presentation Skills

Education

Bachelor's degree in Finance/Economics/Business

MBA or CFA preferred

Tools

Portfolio Analytics

MS Office (Excel/Word/Outlook)

Job description

VP, Investment Officer (Banking Experience Required)

Granger, United States | Posted on 10/01/2026

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts. Align asset allocation models with specific client risk profiles, liquidity needs, tax implications, and long-term financial objectives.

Fiduciary Guidance & Client Relationship Leadership: Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through changing economic cycles.

Research & Policy Compliance: Conduct rigorous macroeconomic, equity, and fixed-income research. Ensure full adherence to internal investment governance, federal banking regulations, and strict fiduciary standards.

Business Development & Relationship Expansion: Partner with business development leaders to participate in prospective client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).

Required Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).

Experience: 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.

Technical Skills: Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).

Communication: Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Preferred Qualifications

Chartered Financial Analyst (CFA) designation and/or Master of Business Administration (MBA).

Demonstrated track record in fiduciary compliance and multi-asset asset allocation.

An Equal Opportunity Employer dedicated to building an inclusive and merit-based workplace culture.