Arvest Wealth Management Trust Investment Manager

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, visit  Position is based at 515 S Boulder Avenue in Tulsa, Oklahoma. Position is Monday through Friday 8 am to 5 pm with flexibility to work additional hours as needed.

The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission –
People helping people find financial solutions for life.

• Determine the client’s financial goals through Financial Planning identification of needs. Establish the appropriate asset allocation of portfolio investments to best meet the investment objective, taking into consideration the tax implications, as determined through the Financial Planning process (typically handling accounts of $1 million or greater).
• Provide clients with investment program solutions, understand clients’ unique needs, and coordinate the design, implementation, and monitoring of a modeled or customized investment program across traditional and alternative investments to meet those needs.
• Communicate with clients and internal team members on a regular basis, anticipating and responding to issues and developments, researching issues and opportunities, developing new ideas and discussing investment program solutions as the liaison to the Portfolio Management and Research Group. Remain current on the investment philosophy and strategies of all investment portfolio options.
• Interpret general to complex economic, market and business information to recognize, understand and communicate market environment.
• Participate in on-going marketing of Arvest’s services and business development efforts that include cross sell or referring company products and services to existing customers when appropriate. Achieve increased services per household by deepening existing client relationships and expanding wallet share through needs identification inherent to the Financial Planning process.
• Responsible for a minimum of $1,500,000 per year in recurring revenue and $32,500 in annual production of new recurring revenue.
• Assist with set-up and transition of investments (marketable securities and unique assets) of new fiduciary accounts. Coordinate with appropriate internal teams (Portfolio Management and Research, Unique Assets, Wealth Strategists, and Trust Administrators) to ensure all assets are transferred properly and assist with disposition of assets for diversification, liquidations or closing accounts.
• Conduct Reg-9 reviews and on-going account monitoring including IPS updates, changes to investment objective, appropriate asset allocation, rebalancing, asset location, cash management, tax lot management/sale plans, service agreements, portfolio/performance reviews, ascertain changes in planning needs.
• Remain current and knowledgeable about traditional and alternative investments as well as related issues that affect those investments (economy, markets, finance).
• Ability to communicate general to complex investment solutions to a variety of constituents with varying levels of investment knowledge.
• Coordinate analysis of client portfolios and recommendations for improvements to the client portfolio allocation according to updated Financial Plan outcomes. Apply technology orientation and proficiency using a trust principal and income (P&I) system, investment software, financial planning software and investment portfolio presentation software.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal…