Trust Portfolio Manager
6 days ago
Portfolio Manager - Trusts
A long-standing, reputable, and customer-focused regional bank in the local market is looking to add an experienced Sr. Trust Officer to their team. Join an organization, that prides itself on comprehensive financial and wealth management services.
Our client bank offers employee stock ownership plan, profit sharing, as well as a base salary commensurate with uncapped incentive.
The Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to accounts and performing quarterly portfolio reviews.
- Manage approved list of securities: track performance and information concerning individual securities, recommend/make changes to trust security lists.
- Perform quarterly allocation and performance reviews for portfolios.
- Monitor performance and risk of “model”/ETF portfolios. Recommend changes to model portfolio allocations and security selection. Responsible for rebalancing models.
- Review investments and recommended changes for retirement plans; prepare review materials for plan sponsors.
- Manage investments for portfolios.
- Execute trading of securities for portfolios.
- Meet with clients and prospects to discuss investment choices and performance.
- Prepare material for annual client reviews and track client goals where applicable. Responsible for administrative reviews.
- Create/provide information for high-touch Wealth Management clients.
- Serve as administrator on trust accounts as assigned.
For consideration please email your resume to gabrielle.lazar@gogpac.com.
Call 984-272-2253 for more information.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
-
Middle Market Portfolio Manager
7 days ago
Wheaton, United States Wintrust Full timeWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...
-
Middle Market Portfolio Manager
2 months ago
Wheaton, United States Wintrust Financial Full timeWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...
-
Wheaton, Illinois, United States GPAC Full timeThriving Community Bank Seeks Driven Leader for Ground-Floor OpportunityA forward-thinking community bank with $600MM in assets is looking for an experienced Executive Director to lead its treasury and cash management department, developing a comprehensive program from the ground up. This exceptional opportunity will enable you to grow your own book of...
-
State Farm Agency Account Management Position
19 hours ago
Wheaton, Illinois, United States Jon Mock - State Farm Agent Full timeJob SummaryWe are seeking a skilled and results-driven Account Representative to join our dynamic team at Jon Mock - State Farm Agent. As a key player in our agency's success, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and collaborating with internal teams to drive revenue...
-
Grants and Communications Specialist
3 hours ago
Wheaton, United States CASA of DuPage County Full timePosition OverviewCASA of DuPage County is seeking a motivated, productive professional for our full-time Grants and Communications Specialist. This position is responsible for providing engaging, consistent and compelling content for the organization. Working in a supportive and collaborative environment, emphasis will be on increasing visibility and...
-
Estate Planning Legal Assistant
3 days ago
Wheaton, United States Robert Half Full timeJob DescriptionJob DescriptionWe are in the process of recruiting a Estate Planning Legal Assistant for a law firm based in Wheaton, Illinois. In this role, you will be an essential part of a leading law firm, managing various administrative tasks, streamlining processes using technology, and maintaining a positive attitude under pressure....
-
Operations Associate
6 months ago
Wheaton, United States Brookstone Capital Management Full timeJob Purpose:Brookstone Capital Management, a national Financial Services firm with ~$10B in Assets Under Management (AUM), is continuing to grow at a rapid pace and needs to add more talented people to the team. With such rapid growth, we are looking to fill multiple Operational roles on various teams within our firm. The successful candidates will be...
-
Clinical Leader in Outpatient Psychiatry
16 hours ago
Wheaton, Illinois, United States LifeStance Health Full timeAt LifeStance Health, our mission is to provide trusted, affordable, and personalized mental healthcare services. We strive to improve access to evidence-based treatments for individuals struggling with various mental health issues.We are seeking experienced Adult Psychiatrists who can deliver high-quality patient care and contribute to our clinical team's...
-
Home Visitor Coordinator
2 days ago
Wheaton, Illinois, United States DuPage County Health Department Full timeSalary: $44,400.00 Annually">We are seeking a skilled Case Manager to join our team at the DuPage County Health Department. In this role, you will work closely with families to identify their needs and provide guidance and support to help them achieve their goals. The ideal candidate will have excellent communication and interpersonal skills, as well as...
-
Mental Health Specialist Physician Opportunity
2 weeks ago
Wheaton, Illinois, United States LifeStance Health Full timeWe are a national provider of mental healthcare services focused on evidenced-based, medically driven treatment services. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare.Physician Benefits$400,000 plus Income Potential with unlimited/uncapped earnings.Generous...
-
Controller
5 days ago
Wheaton, United States CCCU - Council for Christian Colleges & Universities Full timeControllerJob OverviewThis position is responsible for directing the operations of the Accounting, Treasury, Financial Reporting, and Tax. This position will manage the hiring and management of the Accounting and Purchasing staff, and will prepare the annual audit. The Controller interfaces frequently with all levels of the college, including management,...
-
Executive Assistant
2 weeks ago
Wheaton, United States The Larko Group Full timeThe Executive Assistant plays a vital, strategic role as a trusted partner to the Wealth Management executive team, ensuring seamless operations coordination and driving organizational excellence. This position goes beyond traditional administrative responsibilities, offering a unique opportunity to work at the intersection of high-level strategy and...
-
Executive Assistant
2 weeks ago
Wheaton, United States The Larko Group Full timeThe Executive Assistant plays a vital, strategic role as a trusted partner to the Wealth Management executive team, ensuring seamless operations coordination and driving organizational excellence. This position goes beyond traditional administrative responsibilities, offering a unique opportunity to work at the intersection of high-level strategy and...
-
Assistant General Counsel
7 months ago
Wheaton, United States Talently Recruiting Full timeJob Title: Assistant General CounselLocation: Wheaton, IL (Onsite)Compensation: $150K-240K+Bonus DOE Skills: Corporate Experience related to either Securities (33 Act, public offerings), or M&As, Private Equity, Private Fund, FINRA, Broker Dealer, Fund Compliance, Investor Advisor compliance.We are a trusted Mutual Fund and Financial Services company that...
-
Child Psychiatrist Specialist
17 hours ago
Wheaton, Illinois, United States LifeStance Health Full timeAt LifeStance Health, we strive to create a truly healthy society where mental and physical healthcare are unified to improve lives.We aim to help people lead healthier, more fulfilling lives by enhancing access to trusted, affordable, and personalized mental healthcare services. Every day.As part of our clinical team, you will play a crucial role in...
-
Wheaton, Illinois, United States LifeStance Health Full timeAt LifeStance Health, we strive to create a healthier society by merging mental and physical healthcare. Our mission is to provide trusted, affordable, and personalized mental health services to everyone, everywhere, every day.We are seeking talented Adult Psychiatrists in Illinois for our Edgewood Clinical Services team. These individuals will be passionate...
-
Deputy Chief Compliance Officer
2 weeks ago
Wheaton, United States Talently Full timeJob Title: Deputy Chief Compliance OfficerLocation: Wheaton, IL (Onsite)Compensation: $140K-170K+ BonusSkills: Securities Compliance, Strong knowledge of SEC Rules (including Investment Company Act of 1940 and Investment Advisers Act of 1940)We are a trusted Financial Services company that needs an experienced Deputy Chief Compliance Officer to join our...
-
Deputy Chief Compliance Officer
5 months ago
Wheaton, United States Talently Recruiting Full timeJob Title: Deputy Chief Compliance OfficerLocation: Wheaton, IL (Onsite)Compensation: $140K-170K+ BonusSkills: Securities Compliance, Strong knowledge of SEC Rules (including Investment Company Act of 1940 and Investment Advisers Act of 1940)We are a trusted Financial Services company that needs an experienced Deputy Chief Compliance Officer to join our...
-
General Counsel
2 months ago
Wheaton, United States CCCU - Council for Christian Colleges & Universities Full timeJob OverviewThe General Counsel is responsible for managing and coordinating the legal affairs for the College, accomplished through provision of proactive counsel on critical strategic, legal, and public policy matters; coordination of preventative law and compliance activities; and management of matters that have entered into formal dispute resolution. The...
-
Family Practice/Primary Care Nurse Practitioner
1 month ago
Wheaton, United States LifeStance Health Full timeJob Description Is This You? Wanting to deliver high quality behavioral healthcare.Seeking work life balance.Interested in growing professionally. What we offer Nurse Practitioners: The ability to work closely with adults and the child/adolescent populations.Open to Full-Time or Part-Time In-PersonFee for Service - Proven $151,000 to $194,000 + in...