Managing Director - Investment Advisor

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets, committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to providing correspondent banking products, we also offer bank‑holding‑company loans, commercial lending, leasing, secondary mortgage products, cash‑letter / cash management, investment trading, safekeeping, portfolio accounting, correspondent credit services, international services, bank‑card products, and risk‑management solutions.

Bankers' Bank has offices in Madison, WI;
Des Moines, IA;
Chicago, IL;
Dublin, OH; and Indianapolis, IN.

Bankers' Bank is launching a new investment advisory service and seeks an experienced Managing Director – Investment Advisor to drive this initiative from our Elk Grove Village, IL office. This individual will advise bank investment portfolios as part of our investment‑advisory consulting services, drawing on expertise in bank investment portfolio management, fixed‑income investments, and a passion for growing new business.

• 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 the 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 a related field, or an equivalent combination of education and experience sufficient to perform the position functions. Ten years of experience working in a bank, trust company, registered investment advisor, or accounting firm is required. Preferred qualifications include experience with fee‑based consulting, deep understanding of fixed‑income investments, previous ALCO experience in financial services, relevant designations (e.g., CPA, CFA, CTFA, MBA), and Series 65 and Series 52/53 licenses.