Description
This is a corporate position. Senior Investment Partners are dedicated to meeting with potential and existing clients to meet customer needs, researching investments and suitability for customers and their goals, evaluating returns of modeled portfolios and adjusting as necessary, assisting with implementation of investment programs, and much more. They are responsible for completing weekly sales reports, monitoring the market daily, rebalancing destination accounts, completing trades for customers, and completing quarterly presentations to the Trust Investment Committee of the Board of Directors.
Below is a list of essential job functions. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Meet with prospective and existing clients to understand their goals, provide tailored investment guidance, and implement strategies that strengthen relationships and drive long term financial success.
Research investment options, evaluate modeled portfolio performance, rebalance destination accounts, and execute trades to ensure portfolios remain aligned with client objectives and market conditions.
Track daily market movements, prepare weekly sales reports, and deliver quarterly presentations to the Trust Investment Committee to support informed decision making and strategic planning.
Perform precise review and research for all client and transactional activities while adhering to bank policies, procedures, and federal and state regulations to maintain accuracy and protect client interests.
Represent the organization positively in the community, embrace digital tools to improve efficiency, and actively pursue professional development to expand advisory capabilities and support evolving client needs.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
Respect - Treats all clients, colleagues, and community members with professionalism and courtesy. Listens actively, acknowledges differing viewpoints, and responds in a manner that supports trust, dignity, and long term relationship building.
Client Focus - Demonstrates a deep commitment to understanding client goals and delivering solutions that align with their financial objectives. Anticipates needs, follows through on commitments, and consistently strives to enhance the client experience.
Inclusion - Values diverse perspectives and fosters an environment where all individuals feel welcomed, heard, and supported. Encourages collaboration across backgrounds, roles, and experiences to strengthen decision making and client outcomes.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
Leadership - Models professionalism, accountability, and sound judgment. Guides clients and colleagues with confidence, provides clear direction, and contributes to a culture of excellence and continuous improvement.
Integrity - Acts with honesty and transparency in all interactions. Upholds regulatory requirements, ethical standards, and company policies while protecting client interests and maintaining confidentiality.
Collaboration - Works effectively with team members across departments to deliver seamless client service. Shares knowledge, supports others, and contributes to collective goals through open communication and cooperation.
Volunteerism - Actively participates in community initiatives and represents the organization with pride. Engages in outreach that strengthens community relationships and supports the company's mission and values.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
Accountability - Takes ownership of decisions, actions, and outcomes. Ensures accuracy in all client related activities, meets deadlines, and follows through on commitments to clients, colleagues, and leadership.
Innovation - Seeks opportunities to improve processes, adopt new technologies, and enhance the client experience. Approaches challenges with creativity and a willingness to explore new methods or solutions.
Professionalism - Maintains a high standard of conduct, communication, and presentation. Demonstrates reliability, preparedness, and discretion while representing the organization in all client and community interactions.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below: 4-year degree in related field or equivalent combination of education and/or experience. Minimum of 15 years' experience in Portfolio Management, Wealth Management, Wealth Advisement, or a related field required. Prior sales and new business development experience preferred. Proven experience advising clients in the areas of investments, pre-retirement, education funding, and financial planning Successful completion of required background checks is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. CFA, CIMA and/or CFP preferred.
LANGUAGE SKILLS: Ability to read, analyze, and interpret complex financial documents, investment research, market commentary, and regulatory materials. Demonstrates strong professional communication skills, including the ability to clearly explain investment concepts, portfolio strategies, and market conditions to clients at varying levels of financial literacy. Capable of preparing and delivering presentations to clients, committees, and internal stakeholders with clarity and confidence.
TECHNOLOGY SKILLS: : Proficient in using financial planning and investment management software, portfolio modeling tools, and trading platforms. Ability to navigate market research databases, performance reporting systems, and CRM platforms to support client management and investment decision making. Demonstrates strong digital literacy, including effective use of email, internet, intranet, and virtual meeting tools. Ability to learn and adapt to new financial technologies and systems as industry tools evolve.
MATHEMATICAL SKILLS: Ability to perform advanced financial calculations including rate of return, yield, risk metrics,
