Sr Director of Family Wealth

JOB SUMMARY Columbia Trust Company is building a dedicated Multi-Family Office (MFO) practice to serve ultra-high-net-worth (UHNW) clients, leveraging Columbia's Oregon trust charter and expanded fiduciary and custodial capabilities. The Senior Investment Director is a senior individual-contributor role on the investment team, responsible for portfolio construction, manager research, and direct client-facing investment advice for a subset of the MFO's most complex relationships.

This role works closely with the Head of Investments to execute the platform's investment philosophy day-to-day and serves as a key deputy as the practice scales.

• Portfolio Management & Construction Build and manage customized investment portfolios for UHNW households, incorporating concentrated positions, closely held business interests, real estate, and philanthropic vehicles.
• Translate the MFO's strategic and tactical asset allocation framework into client-level implementation, including rebalancing, tax-aware transitions, and cash flow planning
• Monitor portfolio risk, drift, and performance against IPS targets and benchmarks

• Conduct due diligence on public and private market managers (equities, fixed income, hedge funds, private equity, venture, real assets, private credit) and maintain research coverage within assigned asset classes.
• Participate in the Investment Committee's manager approval and ongoing monitoring process.
• Support sourcing and evaluation of alternatives and co‑investment opportunities.

• Serve as a direct, senior investment point of contact for a book of UHNW client relationships, often alongside a relationship manager or wealth strategist.
• Prepare and deliver investment reviews, market outlook commentary, and portfolio recommendations directly to clients and their outside advisors (attorneys, accountants).
• Support new business development, including finalist presentations and prospect portfolio proposals.

• Mentor and provide technical guidance to research analysts and junior investment staff.
• Contribute to investment policy, capital markets assumptions, and governance documentation under the Head of Investments.
• Support selection and use of portfolio management, performance reporting, and risk analytics tools (e.g., Addepar, Black Diamond, VRGL, Orion).

• Ensure portfolio activity and client recommendations comply with trust, fiduciary, and regulatory standards under Columbia's Oregon trust charter.
• Partner with Legal, Compliance, and Risk on documentation, conflicts management, and exam readiness for assigned relationships.
• Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
• Keep up to date on regulation changes.
• Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job‑specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

Education/ Licenses/ Certifications MBA Required CFP®, CFA®, CPWA®, CEPA®, CTFA, or other advanced trust/estate planning designation preferred

Experience…