VP, Investment Officer

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Full Time Salary Exempt Sales Workers Granger, Granger, IN, US

2 days ago Requisition

Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and the ability to effectively present information and respond to questions? As a Vice President, Investment Officer, you will:

• Manage investment portfolios and develop customized investment solutions for Trust and Wealth Advisory clients, aligning strategies with client goals, risk tolerance, and long-term financial objectives.
• Partner with clients, Wealth Advisors, and Trust Administrators to provide fiduciary investment guidance, communicate portfolio performance, and deliver exceptional client service and relationship management.
• Conduct investment research, monitor market conditions, ensure compliance with investment policies and fiduciary standards, and support business development efforts that contribute to organizational growth.

Required Qualifications:

• Bachelor’s degree in a related field or equivalent work experience required.
• Chartered Financial Analyst Designation and/or MBA preferred.
• Eight+ years investment sales or equivalent experience required.
• Understanding of bank procedures and policies.
• Ability to write reports and business correspondence.
• Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.

Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.