Sr Trust Portfolio Manager

Responsibilities

• Lead client acquisition and portfolio management for ultra‑high‑net‑worth individuals and family offices.
• Develop and execute strategic initiatives to acquire UHNW clients and family offices through personal networks, centers of influence, and strategic partnerships.
• Collaborate with marketing and business development teams to position the firm as a trusted advisor to UHNW families.
• Design and manage highly customized portfolios tailored to complex client needs, including multi‑generational wealth planning.
• Integrate traditional and alternative investments to optimize risk‑adjusted returns.
• Provide proactive portfolio reviews, performance reporting, and strategic rebalancing.
• Serve as the lead advisor and relationship manager for UHNW clients and family offices.
• Conduct in‑depth discovery to understand family dynamics, legacy goals, and investment preferences.
• Apply comprehensive knowledge of fiduciary trust laws in advising on trust structures, estate planning, and wealth transfer strategies.
• Coordinate with legal, tax, and estate planning professionals to ensure compliance and optimal outcomes.
• Advise on governance frameworks and fiduciary responsibilities for family office structures.
• Source, evaluate, and incorporate alternative investments such as private equity, venture capital, hedge funds, and real assets.
• Conduct rigorous due diligence and risk analysis on non‑traditional investment opportunities.
• Educate clients on the role of alternatives in portfolio diversification and long‑term wealth preservation.
• Contribute to the firm’s UHNW strategy, investment platform development, and thought leadership.
• Mentor junior advisors and portfolio managers, fostering a culture of excellence and innovation.
• Stay current on market trends, regulatory developments, and family office best practices.
• Demonstrate compliance with all bank regulations for assigned job function and complete required annual or job‑specific training.
• Maintain a working knowledge of Bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security.

• Bachelor’s degree in Finance, Economics, or related field; MBA, CFA, CFP, or CTFA preferred.
• 7+ years of industry work experience (required).
• Thorough understanding of moderately complex accounting literature, regulations, and practice.
• Ability to interpret and apply accounting principles to day‑to‑day activities.
• Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word.
• Strong organizational and project management skills.
• Effective team player with strong verbal and written communication skills.
• Ability to meet bonding requirements for employment purpose.
• Stays informed of developments in security markets and performs investment research.
• High level of understanding of asset allocation strategies and individual equity or fixed‑income strategies.

Competitive total rewards package including base wages, comprehensive benefits such as medical, dental, and vision coverage, a 401(k) retirement savings plan with employer match, life insurance, disability insurance, tuition assistance, mental health resources, legal support, home and auto insurance, pet insurance, online discount marketplace access, paid vacation, sick days, voluntary days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly.

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, veteran status, disability, or any other applicable protected status.

Applicants requiring an accommodation to complete the application or interview(s) should contact