VP Portfolio Manager

3 days ago

Charlotte, North Carolina, United States Bank OZK Full time

Why Bank OZK
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet) insurance as well as special perks and discounts. Learn more about Bank OZK benefits .

Job Purpose & Scope
The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals.

Essential Job Functions

  • Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by evaluating the investment needs of clients and prospective clients and researching and analyzing investment opportunities
  • Actively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review calls
  • Provide general investment expertise and trading capabilities
  • Generate and review trades in the stock and bond markets
  • Prepare client proposals, presentations, communication, and reporting
  • Coordinate ongoing client investment reviews, at least quarterly
  • Cultivate and maintain strong client relationships
  • Work collaboratively in a team environment and communicate effectively with internal partners across multiple business lines to ensure understanding of business needs and development opportunities
  • Demonstrate critical thinking skills when problem-solving and initiative to accomplish goals and objectives
  • Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environment
  • Participate in and contribute to the Trust Investment Committee
  • Enthusiastically embrace, support, and model the bank's values and mission
  • Ensure compliance with internal/external regulatory policies, procedures, and guidelines

Basic Qualifications

  • Bachelor's degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required
  • 4+ years' experience in a trust/wealth management function or equivalent experience required
  • CFA or CFP designation preferred

Job Expectations
Job Expectations:
O perate customary equipment and technology used in a business environment, with or without accommodation.

Note:
This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

HP

EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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