WM-Trust Senior Portfolio Manager

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Full Time Professional Fort Worth, TX, US

4 days ago Requisition

FLSA Status:
Exempt (17D)

Reports to:

WM-Trust Director of Portfolio Management

Location:

University Center

• 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

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.

• 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.

• 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.

• 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.

• 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.
• Ability to build…