Investment Portfolio Manager

2 weeks ago


Tarrytown, New York, United States Midland States Bank Full time

**Job Description:**

We are seeking an experienced Investment Portfolio Manager to join our team at Midland States Bank. As an Investment Portfolio Manager, you will be responsible for managing investment portfolios for our clients, as well as providing financial planning and investment advice.

About the Role:**

  • Manage investment portfolios for clients
  • Provide financial planning and investment advice to clients
  • Monitor and adjust investment portfolios to ensure alignment with market conditions and client objectives
  • Act as a financial expert to clients and employees, staying up-to-date on industry and regulatory updates, the economy, and financial markets
  • Proactively reach out to prospects and clients to market financial planning, trust, and investment management services
  • Identify and refer business to other areas within the bank as appropriate
  • Take responsibility for growth in revenue and Assets Under Management (AUM)

Requirements:**

  • Bachelor's degree in business or a related field, or equivalent combination of education and experience
  • ~6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage, and maintain client relationships
  • CFP (Certified Financial Planner) designation preferred

Benefits:**

  • Banking perks
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Non-Qualified Deferred Compensation plan

Estimated Salary: $120,000 - $180,000 per year



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