Trust Portfolio Manager

6 days ago


Henderson, Nevada, United States Umpqua Bank Full time
About Us:

Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest, serving customers across the nation. With over 5,000 employees, we offer a wide range of banking services and are committed to providing a great place to work for our associates.

We are a growth-minded organization with a focus on relationship banking and a culture that values teamwork, empathy, and growth. Our associates embody our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Career Opportunities in Columbia Trust Company:

Columbia Trust Company, a division of Umpqua Bank, is expanding its Wealth Management services in Nevada and seeking talented individuals to join our team in various capacities, including Trust Officer, Portfolio Manager, and Private Client Advisor.

We offer estate and financial planning, investment management, and trust services with a strong reputation in the marketplace. These roles have the potential to make a meaningful impact on our organization's growth strategy and our Wealth Management client experience.

Trust Officer:

The Trust Officer serves 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:

The Portfolio Manager is responsible for investment management for individuals, non-profit organizations, and trust relationships, utilizing effective investment strategies to maximize returns and meet fiduciary objectives.

Private Client Advisor:

The Private Client Advisor provides relationship-based services to high net worth clients, offering expertise in investments, banking, wealth, and estate planning, as well as trust services.

About You:

We are seeking self-motivated individuals with an entrepreneurial spirit, who take initiative and are driven to deliver results autonomously. You should enjoy all aspects of business development and be committed to collaboration, relationship building, and partnership.

You should reside in Reno, Nevada, and have experience as a Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager, with strong connections to local Estate Planning Attorney's and CPA firms.

About the Benefits:

These exempt roles offer an attractive total compensation package, including health benefits for you and your dependents, paid time off for vacation, illness, holidays, and volunteerism. The salary ranges for each role fall within $105,000.00 to $200,000.00, with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives.

The pay rate for selected candidates is dependent on various non-discriminatory factors, including job-related knowledge, skills, and experience, education, and geographic location. The roles are eligible for performance-based incentive compensation with unlimited earning potential.



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