Position Title: Trust Portfolio Manager
Reports To: Wealth Manager
Position SummaryThe Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing investment presentations and reviews, and presenting recommendations to the Investment Committee. This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account purposes, and applicable Investment Policy Statements.
Essential Duties and Responsibilities- Retain a book of business consisting primarily of investment management accounts.
- Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
- Manage client relationships by providing a high level of client satisfaction.
- Create investment presentations and reviews for clients and prospects.
- Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
- Proactively communicate with clients.
- Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
- Maintain a current awareness of the economy and investment strategies.
- Participate in the development of new investment accounts independently and with other trust staff.
- Prepare and provide investment reports and related materials to Trust Services employees.
- Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
- Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
- Minimum of five years of investment experience.
- 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.
- Goal-oriented, self-motivated, and able to manage priorities effectively.
- Demonstrates strong analytical, decision-making, and problem-solving skills.
- Ability to work effectively both independently and as part of a team.
- Strong written and verbal communication skills, including the ability to present investment information to clients, prospects, and internal stakeholders.
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.
