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.

*…