Trust Portfolio Manager

Job Summary:
The Trust Portfolio Manager is responsible for managing and optimizing trust portfolios, ensuring alignment with clients' financial goals, risk tolerance, and regulatory requirements. Leveraging extensive industry experience, this role develops tailored investment strategies, monitors portfolio performance, and maintains strong client relationships. The Trust Portfolio Manager collaborates with internal teams to deliver comprehensive trust and investment solutions and supports the organization's commitment to exceptional client service.

Job Duties and Responsibilities:

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Develop and implement customized investment strategies for trust portfolios; analyze and monitor portfolio performance, making recommendations for adjustments as needed; conduct in-depth research on market trends, asset classes, and investment products; maintain regular communication with clients to review portfolio progress and address inquiries; ensure portfolios comply with regulatory requirements and internal policies; prepare detailed investment reports and presentations for clients and management; collaborate with internal teams to deliver integrated trust and investment solutions; identify and pursue new business opportunities; provide mentorship and guidance to junior staff; participate in special projects and initiatives as assigned.
• Manages the annual performance management and merit processes for direct and indirect reports as applicable. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

 

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Bachelor's degree in Finance, Economics, Business Administration, or related field;

Minimum Experience: minimum of 10 years of experience in trust portfolio management, investment advisory, or related roles; proven expertise in developing and managing trust portfolios;

Required Knowledge, Skills & Abilities: strong knowledge of financial markets, trust regulations, and investment products; excellent analytical, problem-solving, and decision-making skills; outstanding communication and interpersonal abilities; proficiency with portfolio management software and tools; professional certification (e.g., CFA, CTFA) preferred. This position may require FINRA licensing/certifications.