WM-Trust Senior Portfolio Manager

Position Title :


WM-Trust Senior Portfolio Manager

FLSA Status :


Exempt (17D)

Reports to :


WM-Trust Director of Portfolio Management

Location:

University Center

Benefits:

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary : Has an integral role in overseeing the implementation of investment strategies and initiatives in their local market, while working to enhance the investment / financial planning experience for clients and collaborating on client relationships alongside Wealth Management & Trust Officers.

Essential Functions :

• Oversees local portfolio management group and overall management/monitoring of the investment process.
• Assists Director of Portfolio Management with investment research, performance reporting, and compliance reviews.
• Analyzes portfolios of prospective and current clients. Prepares proposals for prospective clients and/or client meetings.
• Oversees implementation of initial investment of new client assets and re-balancing of client assets in accordance with department and client investment policy.
• Meets periodically with outside constituencies on investment and financial planning related matters as necessary, such as prospects, clients and investment partners.
• Facilitates trades (fixed income, equity and mutual fund) and completes compliance reviews, as needed.
• Manages a book of business to include all account types, including but not limited to, investment management accounts, IRAs, and trusts.
• Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
• Focuses on working effectively with prospective clients and those referring clients to us.
• Assists in resolving client investment and financial planning related issues, problems and questions as an investment specialist member of our team.
• Assigns work duties to team members.
• Maintains positive relationships and promotes efficiency among a group of workers.
• Plans and supervises the activities of others.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.
• Must comply with all applicable laws and regulations.

Additional Functions:

• Supervises/manages/directs the selection, training, development, appraisal and work assignments of personnel.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Required Education/Experience :

• Bachelor's degree in finance, Accounting and/or a Business-related field.
• Required 5 years of portfolio management experience.
• Professional designation(s) relevant to job duties is strongly preferred.
• Strong interpersonal, written and verbal skills.
• Exceptional analytical and critical thinking skills.
• Demonstrated project management skills and superior Microsoft Office skills.

Necessary Skills :

• Ability to read, analyze, and interpret common financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to write speeches and articles for publication that conform to prescribed style and format.
• Ability to present investment information effectively to clients and prospects, top management, public groups, and/or boards of directors.
• Ability to define problems; collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Leadership skills, judgment, creativity, organizational skills, customer service skills.
• Ability to build collaborative relationships.
• Oral and written communication skills.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00am - 5:00pm.
• Available for overtime, as needed.

Travel:

• Minimal overnight travel (up to 10%) by land and/or air.

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 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. 41 CFR 60-1.35(c)