This job was posted by https://www.arjoblink.arkansas.gov : For more
information, please see: https://www.arjoblink.arkansas.gov/jobs/4458310
The Trust Investment Manager 2 (TIM 2) is accountable for the financial
plan and investment portfolio management of assigned fiduciary accounts,
typically consisting of accounts \$500,000 to \$1 million, as well as
the various components of the investment management process in the front
office including development and monitoring of the Investment Policy
Statement (IPS), Asset Allocation, Asset Location, Reg-9 reviews,
portfolio & performance review are examples. The incumbent collaborated
and coordinates with Wealth Strategists, the Portfolio Management and
Research Group, Client Advisors, and Trust Administrators. The incumbent
is responsible for speaking engagements, presentations and will be
expected to always portray a professional positive image throughout the
community and the market.
What Youll Do at Arvest: (Other duties may be assigned.)
? Understand the clients financial goals through Financial Planning
identification of needs. Establish the appropriate asset allocation of
portfolio investments to best meet the investment objective, taking into
consideration the tax implications, as determined through the Financial
Planning process (typically handling client accounts ranging from
\$500,000 to \$1 million).
? Provide clients with investment program solutions, understand clients
unique needs, and coordinate the design, implementation, and monitoring
of a modeled or customized investment program across traditional and
alternative investments to meet those needs.
? Communicate with clients and internal team members on a regular basis,
anticipating and responding to issues and developments, researching
issues and opportunities, developing new ideas and discussing investment
program solutions as the liaison to the Portfolio Management and
Research Group. Remain current on the investment philosophy and
strategies of all investment portfolio options.
? Interpret economic, market and business information to recognize,
understand and communicate market environment.
? Participate in on-going marketing of Arvests services and business
development efforts that include cross sell or referring company
products and services to existing customers when appropriate. Achieve
increased services per household by deepening existing client
relationships and expanding wallet share through needs identification
inherent to the Financial Planning process.
? Responsible for a minimum of \$750,000 per year in recurring revenue
and \$22,500 in annual production of new recurring revenue.
? Assist with set-up and transition of investments (marketable
securities and unique assets) of new fiduciary accounts. Coordinate with
appropriate internal teams (Portfolio Management and Research, Unique
Assets, Wealth Strategists, and Trust Administrators) to ensure all
assets are transferred properly and assist with disposition of assets
for diversification, liquidations or closing accounts.
? Conduct Reg-9 reviews and on-going account monitoring including IPS
updates, changes to investment objective, appropriate asset allocation,
rebalancing, asset location, cash management, tax lot management/sale
plans, service agreements, portfolio/performance reviews, ascertain
changes in Financial Planning needs.
? Remain current and knowledgeable about traditional and alternative
investments as well as related issues that affect those investments
(economy, markets, finance).
? Ability to communicate investment solutions to a variety of
constituents with varying levels of investment knowledge.
? Coordinate analysis of client portfolios and recommendations for
improvements to the client portfolio allocation according to updated
Financial Plan outcomes. Apply technology orientation and proficiency
using a trust principal and income (P&I) system,investment software,
financial planning software and investment portfolio presentation
software.
? Understand and comply with bank policy, laws, regulations, and the
bank\'s BSA/AML Program, as applicable to your job duties. This includes
but is not limited to; complete compliance training and adhere to
internal procedures and controls; report any known violations of
compliance policy, laws, or regulations and report any suspicious
customer and/or account activity.
