- Retain and manage a book of business consisting primarily of investment management accounts.
- Manage client investment portfolios based on each client’s Investment Policy Statement and in a manner consistent with the purpose of the trust and/or account objectives.
- Manage client relationships by providing a high level of service, responsiveness, and client satisfaction.
- Create and deliver investment presentations, portfolio reviews, and related materials for clients and prospects.
- Analyze, monitor, and rebalance client portfolios on an ongoing basis to support client objectives, risk tolerance, and investment guidelines.
- Communicate proactively with clients regarding portfolio strategy, market conditions, and account activity.
- Perform investment analysis and due diligence, evaluate current investment strategies, develop new strategies, and make recommendations to the Investment Committee.
- Maintain current knowledge of economic conditions, market trends, investment products, and portfolio management strategies.
- Participate in business development efforts for new investment accounts, both independently and in collaboration with other Trust Services staff.
- Prepare and provide investment reports, research, and related materials to Trust Services employees.
- Ensure portfolio management activities are conducted in accordance with applicable policies, procedures, fiduciary responsibilities, and regulatory requirements.
- Bachelor’s degree required; degree in Finance, Accounting, Business, Economics, or a related field preferred.
- Certified Financial Planner, Chartered Financial Analyst, or other relevant investment designation preferred.
- Minimum of five years of investment management, portfolio management, trust, or related financial services experience.
- Ability to retain clients, deepen relationships, and support new business development.
- Goal-oriented, self-motivated, and able to manage priorities independently.
- Strong analytical, decision-making, and problem-solving skills.
- Ability to work effectively both independently and as a collaborative team member.
- Strong written and verbal communication skills, including the ability to explain investment concepts clearly to clients and colleagues.
- High level of professionalism, integrity, attention to detail, and commitment to client confidentiality.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree (preferably Finance, Accounting, Business, or related)
- Minimum of five years of investment experience
- Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) or other relevant investment certification
- Experience working with trust accounts, investment management accounts, or fiduciary relationships
- Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices
- Ability to retain clients and develop new business
- Strong analytical, decision-making, and problem-solving skills
- Strong written and verbal communication and presentation skills
- Ability to work independently and as part of a team; goal-oriented and self-motivated
What We Do
Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 31 locations, 24-hour banking services locally and nationally through shared automatic teller machines, online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, credit life insurance, and brokerage products through Raymond James Financial Services. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.
