VP, Portfolio Strategy & Fiduciary Wealth Leader

J T; Granger (IN); On-site; USD 120,000 - 180,000; 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 for high-net-worth clients, drive tailored asset-management strategies, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends advanced portfolio structuring with strong consultative skills, translating market dynamics into actionable client strategies for internal advisors and

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 business software (Microsoft Excel, Word, and Outlook).
• Exceptional verbal and written presentation skills, with the ability to translate complex financial concepts into actionable client strategies.

Responsibilities

• Portfolio Management & Strategy: Formulate, execute, and monitor customized investment strategies for high-net-worth individuals and trust accounts.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment expert alongside Wealth Advisors and Trust Officers, and provide proactive guidance.
• Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research with adherence to governance and fiduciary standards.
• Business Development & Relationship Expansion: Partner with business development to present to prospective clients and expand regional wealth AUM.

Skills

Communication

Client relationship management

Portfolio management

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

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 for high-net-worth clients, drive tailored asset-management strategies, and uphold fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends advanced portfolio structuring with strong consultative skills, translating market dynamics into actionable client strategies for internal advisors and