Trust Portfolio Manager

• Proven ability to grow a book of business within a team environment.
• Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
• Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
• Assist in the management of the company’s investment process and strategic thinking.
• Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
• Develop new business to further the strategic goals of the company.
• Ability to interpret financial statements and market data.
• Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
• Proficient in global asset allocation strategies including alternative investments.
• Monitor and assess portfolio performance.
• Excellent communicator that builds trust with clients, business partners and management.
• Ability to explain complex financial concepts in simple terms.
• Write clear reports and deliver persuasive presentations.
• Strategic thinking and decision making.
• Familiarity with trust law, estate planning and fiduciary responsibilities.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes 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 learns, demonstrates, and fosters 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.

• B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
• Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
• 5 years of industry work experience, required.
• 5 years of Experience with trust software, preferred.
• Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
• Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word Organizational and project management skills.
• Effective team player.
• Effective verbal and written communication skills.
• Ability to meet bonding requirements for employment purpose.
• Stays informed of developments in security markets.
• Performs investment research.
• High level of understanding of asset allocation strategies.
• Skills and knowledge to manage individual equity or fixed income strategies.

Occasional

The base pay range for this role is $ - $.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply.…