VP Portfolio Manager & Senior Wealth Advisor

J T; Granger (IN); On-site; USD 180,000 - 300,000; Full time

Job summary

J T is seeking an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—articulating market dynamics to clients, internal advisors, and institutional partners.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Deep familiarity with fiduciary procedures, trust accounting structures, portfolio analytics tools, and core software such as Excel, Word, and Outlook.
• Exceptional verbal and written presentation skills to translate complex concepts for clients and advisors.

Responsibilities

• Portfolio Management & Strategy: formulate, execute, and monitor customized investment strategies for HNW clients, aligning with risk and tax considerations.
• Fiduciary Guidance & Client Relationship Leadership: lead investment guidance with Wealth Advisors and Trust Officers, and review performance for clients.
• Research & Policy Compliance: conduct macroeconomic, equity, and fixed-income research with adherence to governance and fiduciary standards.
• Business Development & Relationship Expansion: collaborate on client presentations, proposals, and referrals to grow regional AUM.

Skills

Portfolio Mgmt

Client Relations

Financial Analysis

Communication

Regulatory Compliance

Education

Bachelor's degree in Finance/Economics/Business

Tools

Excel

Trust Accounting

Portfolio Analytics

Word/Outlook

Job description

J T is seeking an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, tailor asset-management strategies for high-net-worth clients, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—articulating market dynamics to clients, internal advisors, and institutional partners.