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Trust Portfolio Manager
2 months ago
Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest, serving over 5,000 employees and customers nationwide. Following a recent merger with Columbia Bank, we have expanded our operations to become a top western-based regional bank with over $50 billion in assets under management. Our commitment to our associates, customers, and communities remains unwavering.
About the Career OpportunitiesColumbia Trust Company, a division of Umpqua Bank, is expanding its Wealth Management services in Southern California's Orange County. We are seeking talented individuals to join our team in various capacities, including Trust Officer, Portfolio Manager, and Private Client Advisor.
Role Responsibilities- Trust Officer: Serve as the in-house expert on trust administration, supporting Portfolio Managers and Private Client Advisors in building and growing relationships with high net worth clients.
- Portfolio Manager: Expertly manage investments for individuals, non-profit organizations, and trust relationships, utilizing effective strategies to maximize returns and meet fiduciary objectives.
- Private Client Advisor: Provide relationship-based services to high net worth clients, offering expertise in investments, banking, wealth, and estate planning, as well as trust services.
We seek self-motivated individuals with an entrepreneurial spirit, who take initiative and deliver results autonomously. You should be well-connected and actively engaged with local Estate Planning Attorneys and CPA firms. Residency in Orange County, California is a plus.
About the BenefitsThese exempt roles offer an attractive total compensation package, including health benefits, paid time off, and a salary range of $105,000 to $200,000. The Private Client Advisor role has the potential for revenue-based commission incentives. Performance-based incentive compensation with unlimited earning potential is also available.
Our Commitment to DiversityUmpqua Bank is committed to employing a diverse workforce, considering all applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, or disability.
