VP Portfolio Manager & Fiduciary Wealth Strategist

J&T; Granger (IN); On-site; USD 180,000 - 280,000; Full time

Job summary

J&T seeks an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios and tailor asset-management strategies for high-net-worth clients while upholding fiduciary standards 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

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).
• Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Responsibilities

• Formulate and monitor customized investment strategies for high-net-worth clients, aligning asset allocation with risk, liquidity, taxes, and goals.
• Lead fiduciary guidance and client relationships, delivering performance reviews and proactive market guidance.
• Conduct macroeconomic, equity, and fixed-income research while ensuring compliance with fiduciary standards.
• Collaborate with business development to expand regional wealth AUM through client presentations and proposals.

Skills

Portfolio management

Client advisory

Financial analysis

Communication skills

Market knowledge

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

J&T seeks an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios and tailor asset-management strategies for high-net-worth clients while upholding fiduciary standards 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