Trust Investment Manager

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Des Moines, IA
Job Type
Direct Hire
Aug 14, 2018
Job ID
Our client, a family owned, community bank seeks to hire a team lead for their investment group.  They are looking for someone to fit into their culture of exceeding client’s expectations in a positive environment.  They are known for their work/life balance and family focus.  

DesMoines, one of the fastest-growing metros in the country, has been named the #1 Best Affordable Place to Live (U.S. News & World Report, 2017) and one of the Top 5 Best Place for Business and Careers (Forbes, 2017).

Trust/Fiduciary Investment Manager you will 
  • Lead a team of portfolio managers and support staff
  • Lead your team in building model portfolios using an approved list of stock  
  • Lead your team in the selection of mutual funds and ETF’s
  • Work with customers to manage their investments
  • Represent the bank in the community

Trust/Fiduciary Investment Manager you will have 
  • Demonstrated leadership experience
  • Bachelor’s degree required; advance degree, CFA a plus
  • Ten or more years of investment experience, trust/fiduciary experience preferred
  • Confident in communication, be able to build rapport
  • Experience working with very knowledgeable high net worth individuals

Compensation:  DOE

Keywords:  Trust, Wealth Management