VP, Trust & Wealth Investment Strategy

Zohorecruit; Granger (IN); On-site; USD 120,000 - 190,000; Full time

Job summary

Zohorecruit in Granger, IN seeks a Vice President – Portfolio Manager and Trust Investment Officer to oversee discretionary portfolios for high-net-worth clients and lead fiduciary wealth strategy with integrity across Trust and Wealth Advisory accounts.

This senior role blends advanced portfolio design with client-facing guidance, requiring excellent communication to explain market dynamics to clients, internal teams, and institutional partners, while driving asset growth and governance

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 8+ years of investment management experience.
• Familiarity with fiduciary procedures and trust accounting.
• Strong communication and presentation skills.

Responsibilities

• Oversee discretionary investment portfolios for high-net-worth clients.
• Lead fiduciary guidance and client relationship management.
• Ensure compliance with investment governance and regulations.
• Collaborate with Wealth Advisors and Trust Officers on strategy.

Skills

Communication

Presentation skills

Client relations

Analytical thinking

Education

Bachelor’s degree in Finance, Economics, Business Administration

CFA designation

MBA

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Zohorecruit in Granger, IN seeks a Vice President – Portfolio Manager and Trust Investment Officer to oversee discretionary portfolios for high-net-worth clients and lead fiduciary wealth strategy with integrity across Trust and Wealth Advisory accounts.

This senior role blends advanced portfolio design with client-facing guidance, requiring excellent communication to explain market dynamics to clients, internal teams, and institutional partners, while driving asset growth and governance