Senior Portfolio Manager

5 days ago


Clayton, Missouri, United States Old National Bank Full time
Senior Portfolio Manager

Old National Bank is seeking a highly skilled Senior Portfolio Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing investment portfolios for high net worth clients, providing exceptional client service, and collaborating with other disciplines to deliver a cohesive client experience.

Key Responsibilities:
  • Develop and recommend investment portfolios that align with client objectives and risk tolerance.
  • Provide ongoing portfolio oversight, recommending and implementing changes to maintain compliance with strategies and policies.
  • Manage account liquidity to meet ongoing cash demands and distributions, while minimizing risk.
  • Perform annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
  • Collaborate with Wealth Advisors, Trust Officers, and other relationship managers to deliver a seamless client experience.
Requirements:
  • Bachelor's degree in Business, Finance, Economics, or a relevant field.
  • Minimum 8 years of investment experience, with a proven track record of meeting client objectives.
  • CFA or other advanced designation, such as CPA or CFP.
  • Graduate degree, such as an MBA or JD, preferred.
  • Technical experience in investment software, including FIS, Charles River, Morningstar, Factset, First Rate, Salesforce, and Microsoft Office.
  • 10+ years of investment decision-making and financial consulting experience working with high net worth clients.
What We Offer:
  • A dynamic and inclusive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation and benefits package.
  • The chance to make a meaningful impact in the lives of our clients and communities.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace. We welcome applications from diverse backgrounds and perspectives.


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