Sr. Director, Portfolio Manager

United States·Kansas Citysenior

Project & Program ManagementPortfolio Manager

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Quick Summary

Key Responsibilities

Key Accountabilities: Portfolio Management: Responsible for individually managed accounts, including fixed income securities, equities and alternatives.

Requirements Summary

15+ years of experience in investment or wealth management. Bachelor’s degree in business or related field. CFA and CFP designation. Strong understanding of capital markets,

Technical Tools

Project & Program ManagementPortfolio Manager

The Senior Director, Portfolio Manager plays a key role in delivering FNBO’s Wealth Management investment experience. This role is client-facing, combining investment experience with relationship management. The portfolio manager partners closely with individual and institutional advisors to design, implement and monitor customized portfolios that align with client goals, risk profiles and overall wealth plans. The Senior Director, Portfolio manager helps deepen relationships through investment acumen and supports client retention, expansion and business development. Investment work comprises leadership in asset allocation or the manager selection committee, and co-leadership of the equity satellite, fixed income satellite or alternative working groups. Leadership responsibilities include economic and market update presentations, driving partnerships within the bank, and mentoring portfolio managers.

About the Role

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Requirements

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15+ years of experience in investment or wealth management.

Bachelor’s degree in business or related field.

CFA and CFP designation.

Strong understanding of capital markets, global economy and asset allocation.

Demonstrated expertise in a major asset class: Equities, fixed income, alternatives.

Ability to explain complex investment concepts clearly to clients and advisors.

Proven success in portfolio management with client-facing responsibilities.

Master of Business Administration or Finance.

Knowledge of Bloomberg, Moxy and Advent Systems.

Experience with servicing high net worth individuals and institutions.

Candidates must possess unrestricted work authorization and not require future sponsorship.

What We Offer

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We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

✓Medical, Dental, Vision Insurance

✓401k, With Matching Contributions

✓Time Off Programs

✓Health Savings Account (HSA)/Dependent Care

✓Employee Banking

✓Growth Opportunities

✓Tuition Assistance

✓Short-Term/Long-Term Disability Insurance

Compensation range (base pay): $158,696.00-$269,783.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.