VP, Portfolio Strategy & Fiduciary Wealth Leadership

J&T Business Consulting; Granger (IN); On-site; USD 140,000 - 230,000; Full time

Job summary

J&T Business Consulting seeks a Senior Portfolio Manager & Fiduciary Wealth Specialist to join our executive team in Granger, Indiana. This role blends portfolio construction with fiduciary stewardship across Trust and Wealth Advisory accounts for high-net-worth clients.

You will lead discretionary investments, articulate market dynamics to clients and advisors, and drive asset-management strategies while ensuring compliance with bank fiduciary standards.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 8+ years of direct investment management and portfolio experience.
• Strong knowledge of fiduciary procedures and regulatory standards.
• Excellent communication and client-facing skills.

Responsibilities

• Formulate and monitor customized investment strategies for high-net-worth clients and trusts.
• Deliver fiduciary guidance and build client relationships alongside Wealth Advisors.
• Lead research on macroeconomics, equities, and fixed income with governance compliance.
• Participate in business development and client presentations to expand AUM.

Skills

Portfolio management

Fiduciary guidance

Client relationships

Research

Compliance

Business development

Communication

Financial analytics

Education

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

Tools

Microsoft Excel

Word

Outlook

Job description

J&T Business Consulting seeks a Senior Portfolio Manager & Fiduciary Wealth Specialist to join our executive team in Granger, Indiana. This role blends portfolio construction with fiduciary stewardship across Trust and Wealth Advisory accounts for high-net-worth clients.

You will lead discretionary investments, articulate market dynamics to clients and advisors, and drive asset-management strategies while ensuring compliance with bank fiduciary standards.