Chief Investment Officer

October 5, 2024

Industry: Private

Employment Type:- Full Time

Work Hours:- 8 Hours

Locations:- USA

Full Job Description:-

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Responsibilities include but are not limited to:

Direct development, implementation and communication of approved investment policies for the Trust Department.
Oversee formulation, maintenance, review, and communication of standard Trust Department investment practices, manuals, and procedures.
Provide investment research and analysis to understand clients' financial goals and needs as well as to assist the portfolio management team.
Accountable for overall management, training, and mentoring of assigned staff.
Proactively seek out and effectively and accurately communicate with prospective and existing clients to provide guidance on investment, administrative, tax, and planning topics.
Create tailored investment strategies and customized financial plans for clients while identifying objectives and constraints such as regulatory issues, liquidity needs, and tax implications.
Serve as a member of various committees related to the Trust Department.
Direct and participate in personal trust and individual account investment activities.
Educate clients on financial planning strategies and investment options.
Monitor and review clients' financial situations regularly to ensure alignment with their goals.
Work with auditors and examiners on various investment issues.
Generate various risk control related reports.
Establish and maintain relationships with business and accounting professionals to promote the Trust Department along with cross-selling various value-added products and services.
Participate in the Bank's business development activities and represent the Bank in social events to promote the Bank's products and services, maintain communication with prospective and current clients, and to ensure the maintenance of the Bank's favorable image.

Requirements:

Bachelor's degree (minimum education required) plus additional training or experience in trust, investment management, or financial planning; eight to ten years trust investment experience; or equivalent combination of education and experience.
Certification as an investment professional such as CFTA, CFP, ChFC, CFA, or comparable credentials).
Strong knowledge of personal and institutional trust account investment practices.
Ability to motivate staff to meet required performance goals.
Advanced level of knowledge of investment concepts including portfolio management.
Analyze data with a high level of detail.
Ability to clearly and concisely communicate both verbally and in writing.
Advanced knowledge of computer software to compose spreadsheets, graphs, reports, etc.
Position requires occasional overnight travel.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.