Managing Director, Investment Advisory

Position Functions:
Financial Advisory

• Build a new strategic revenue business line with profit/loss responsibility.
• Develop new client relationships for Bankers' Bank.
• Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance.
  • Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis).
• Review portfolio performance and model investment scenarios.
• Perform market research to stay current on financial trends.
• Develop ongoing deliverables, reporting, and engagement tools for bank management teams.

• Collaborate across sales and trading functions in support of client investment activity.
• Work with Risk and ALM services to promote new customers.
• Trade fixed income investments for limited non-advisory relationships (non-discretionary).

• Perform other duties as assigned to meet the needs of the organization.

Ideal candidate will have a Bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm. Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.),

previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses.