VP Portfolio Manager & Wealth Strategy Leader

J&T; Granger (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

J&T in Granger, IN seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, drive asset-management strategies for high-net-worth clients, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends high-level portfolio structuring with exceptional consultative skills, acting as a trusted financial strategist who can articulate complex market dynamics to clients, internal

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

• 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 client risk profiles, liquidity needs, tax implications, and long-term financial objectives.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment expert alongside Wealth Advisors and Trust Officers. Deliver performance reviews, educate clients on market positioning, and provide guidance through economic cycles.
• Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research. Ensure adherence to internal investment governance, federal banking regulations, and fiduciary standards.
• Business Development & Relationship Expansion: Partner with business development leaders to participate in client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).

Skills

Communication

Portfolio management

Financial analysis

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Portfolio analytics tools

Job description

J&T in Granger, IN seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios, drive asset-management strategies for high-net-worth clients, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends high-level portfolio structuring with exceptional consultative skills, acting as a trusted financial strategist who can articulate complex market dynamics to clients, internal