Senior Market Investment Officer

Description

To apply for this position, go to our website Ohnward Bancshares, Inc.   

www.ohnward.com 

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• Apply Now  

POSITION SUMMARY                                                                                                                                    

The Senior Market Investment Officer is responsible for managing client relationships (with an emphasis on money management) to perform activities relative to our role as trustee, agent and/or custodian. The Senior Market Investment Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.

KEY ORGANIZATIONAL RELATIONSHIPS                                                                                                      

• Reports to President
• Works closely with Trust Department team, clients, vendors.

DUTIES AND RESPONSIBILITIES                                                                                                                    

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Client Service:

• Responsible for proactive client contact providing "high touch" communication and service to clients.
• Oversight and monitoring of all account activity including the investment policy statement, the process of transferring funds, securities, and other assets.
• Coordinates all aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction.
• Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.

New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities.

Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries.

Support Team Members: Work closely with Investment Managers and team members to support clients' needs.

Performs other duties as assigned.

SKILLS AND ABILITIES                                                                                                                                    

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Sound judgment, ethics and decision making skills.
• A wide degree of creativity and latitude is expected.  
• Understanding bank loans, fixed income securities and securitized trust.
• Good training techniques and familiarity with financial institution products.
• Problem solving, analytical skills and attention to detail.
• Exceptional interpersonal skills.  Excellent communication skills to include oral and written communication skills.
• Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration. 
• Ability to manage and communicate with high net-worth (HNW) multi-generational clients

EDUCATION AND EXPERIENCE                                                                                                                     

• Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience.
• Experience with client support/wealth management/trust administration.
• Sales experience in a service-related field

BENEFITS: 

Stakeholder Bonus 

Health Insurance 

Dental Insurance 

Retirement Plan (401k) – 3% Safe Harbor Contribution Discretionary Contribution 

10 Observed Holidays 

PTO 

Group Term Life provided 

Short Term Disability - 100% provided by company 

Long Term Disability 

Maternity/Paternity Leave – 100% of pay 

Community Involvement 

Pay-It-Ohnward – Company Giving Program 

Grilling for Charity – Community Donations 

Thank God Its Monday (TGIM) Company Event                    

To apply for this position, go to our website Ohnward Bancshares, Inc.   

www.ohnward.com 

• About Us 

• Careers 

• Apply Now  

Equal Opportunity Employer 

Qualifications