Trust Investment Manager

3 weeks ago

Gettysburg, United States ACNB BANK Full time
Job DescriptionJob Description

Come join our team

Founded in 1857 we are a highly successful community bank where collaboration and teamwork are key values and where we like to say “we don't just offer jobs, we offer careers”

This new senior trust investment leadership position requires extensive experience in the management of investment activities and managerial leadership.

Here is what our hiring manager wants you to know about this executive role within the Bank:

“We are seeking a client-focused, fiduciary investment professional who is eager to leverage their capital markets expertise to pursue positive outcomes for our clients. The ideal candidate is equal parts practitioner and mentor, balancing demonstrated technical capability and a desire to support and coach their team. If you are motivated by building relationships and having a real, measurable impact in our organization and in the lives of our clients, we want to hear from you.”

What are the key responsibilities?

  • Manages the overall investment portfolio activities of the Trust & Investment Services department;
  • Manages client portfolios in order to achieve the best possible investment returns for clients and the Bank;
  • Conducts annual regulatory reviews on assigned accounts;
  • Conducts research and analysis of investments and strategies and leads the development and execution of investment strategies, asset allocation and resolves investment exceptions in a timely fashion;
  • Participates in or conducts client meetings and assists in business development activities;
  • Manages, leads, mentors and coaches the trust and investment team to achieve departmental and Bank goals and objectives; and,
  • Communicates with management and other Bank departments in order to integrate goals and activities within given time frames and within established policy.

Qualifications

Required:

  • A college degree in a related field of study;
  • Minimum of eight (8) years’ experience in related position;
  • Specialized trust and investment management education and training;
  • Strong people skills, adept at working both cross-functional and intact team environments;
  • Demonstrated strong critical thinking, especially navigating between strategic planning and tactical execution;
  • Strong verbal and written communication skills;
  • Expert knowledge of fiduciary portfolio management concepts, investment securities, and securities markets; and
  • Demonstrated leadership skills.

Preferred:

  • CFA charter.

Location:

  • 675 Old Harrisburg Road, Gettysburg, PA 17325

Benefits:

  • Health, Dental and Vision Insurance;
  • Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions;
  • 401K with up to 4% employer match;
  • Generous PTO package plus eleven (11) Bank paid holidays;
  • Career growth and ongoing training and development opportunities;
  • Family-like work environment with wellness programs, including discounted multi-phasic screenings and free flu shots; and
  • Employee recognition & service awards.

ACNB Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, protected veteran status, genetic information, or any other characteristic protected by law.

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