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 organiz

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