Wealth Investment Manager & Client Relationships

WoodTrust Financial Corporation; Wisconsin; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

New business commissions

Full benefits package (medical, dental

vision, vacation, and sick leave

401(k) matching program

Performance-based annual bonus

Collaborative team culture

Job summary

WoodTrust Financial Corporation seeks an Investment Management Officer to join our asset management team in Wisconsin. You will support and manage investment and wealth management relationships through disciplined portfolio administration, proactive client service, and a developing understanding of each client's financial circumstances and objectives.

You will work with clients directly, support investment decision-making, and collaborate with investment professionals to grow and deepen client

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• Experience in investment management, financial planning, banking, wealth mgmt, or related field preferred.
• Interest in CFA/CFP or similar designation preferred.
• Strong analytical skills with understanding of portfolio construction and capital markets.
• Ability to translate investment concepts into clear client conversations.

Responsibilities

• Support day-to-day management of investment portfolios per policies and client objectives.
• Monitor asset allocation, portfolio positioning, and cash needs for assigned relationships.
• Develop understanding of economic conditions, markets, and planning concepts.
• Participate in Investment Committee discussions and communicate strategies to clients.
• Communicate investment strategy and performance clearly to clients.
• Develop and maintain strong client relationships and understand client goals and needs.
• Prepare for client review meetings and lead when appropriate.
• Provide proactive client communication through meetings and correspondence.
• Support financial planning analyses connecting investments to broader goals.
• Collaborate across WoodTrust to deliver coordinated client experiences.
• Engage with clients' advisors to identify additional WoodTrust opportunities.
• Grow new relationships and expand existing ones.

Skills

Portfolio management

Client relationships

Financial planning

Regulatory compliance

CRM systems

Education

Bachelor’s degree in finance or related field

Tools

CRM platforms

Portfolio accounting systems

Financial planning software

Spreadsheets

Job description

WoodTrust Financial Corporation seeks an Investment Management Officer to join our asset management team in Wisconsin. You will support and manage investment and wealth management relationships through disciplined portfolio administration, proactive client service, and a developing understanding of each client's financial circumstances and objectives.

You will work with clients directly, support investment decision-making, and collaborate with investment professionals to grow and deepen client