VP, Portfolio Strategy & Trust Wealth Advisor

J&T; Granger (IN); On-site; USD 150,000 - 230,000; 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 role blends portfolio structuring with consultative leadership, translating complex markets for clients, advisors, and institutional partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required or equivalent practical experience.
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Proficiency with fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Excel, Word, Outlook).
• Exceptional verbal and written communication, with ability to translate complex financial concepts for clients and colleagues.

Responsibilities

• Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts.
• Lead fiduciary guidance and client relationship activities alongside Wealth Advisors and Trust Officers; provide performance reviews and market positioning education.
• Conduct macroeconomic, equity, and fixed-income research; ensure adherence to investment governance and regulations.
• Collaborate with business development to participate in client presentations, proposals, and regional asset growth initiatives.

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Portfolio analytics tools

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 role blends portfolio structuring with consultative leadership, translating complex markets for clients, advisors, and institutional partners.