VP Portfolio Manager: Discretionary Wealth & Fiduciary

Midwest Trust Company; Addison (TX); On-site; USD 140,000 - 240,000; Full time

Job summary

Midwest Advisors seeks a Vice President, Portfolio Manager to oversee discretionary portfolios for high‑net‑worth clients and institutions. You will blend investment expertise with fiduciary oversight and relationship management to deliver tailored solutions that meet objectives and risk profiles.

Collaborate with Trust Officers, Wealth Advisors, and senior leadership to support growth while upholding fiduciary standards and exceptional client service.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline required.
• CFA designation required; MBA or advanced degree preferred.
• 4–7+ years of portfolio management or investment advisory experience.

Responsibilities

• Manage discretionary investment portfolios for individuals, trusts, and institutions.
• Develop and monitor IPS-aligned investment strategies and asset allocation.
• Maintain client relationships and provide regular investment reviews.
• Support business development and grow AUM through trusted service.
• Participate in Investment Committee meetings and research activities.
• Ensure fiduciary compliance and proper risk management.

Skills

Portfolio management

Client relationship management

Investment strategy

Communication

Education

Bachelor's degree in Finance, Economics, Accounting, or Business

CFA designation

MBA (preferred)

Job description

Midwest Advisors seeks a Vice President, Portfolio Manager to oversee discretionary portfolios for high‑net‑worth clients and institutions. You will blend investment expertise with fiduciary oversight and relationship management to deliver tailored solutions that meet objectives and risk profiles.

Collaborate with Trust Officers, Wealth Advisors, and senior leadership to support growth while upholding fiduciary standards and exceptional client service.