Senior Portfolio Manager
Overview
Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary
The Senior Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, estate planning needs, and more. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.
Job Duties
- Responsible for client investment management and retention, instilling confidence through demonstrated expertise
- Assist with the creation, delivery, execution, and management of complex financial plans
- Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues
- Increases market share in their local region
- Other duties as assigned
Required Qualifications
- Bachelor’s degree, preferably in a related field such as finance, business, or accounting
- 8 or more years in the financial services industry with relevant experience in a client-facing role
- Ability to discuss and present complex investment management topics to clients and prospects
- Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail
Preferred Qualifications
- 10 or more years in the financial services industry with relevant experience in a client facing role
- CFP® certificant or CFA® charterholder (or progress towards designation)
- Graduate degree consisting of MBA, or MS in Finance
Top Skills
What We Do
Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC.
"Strong Roots. Endless Possibilities." reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live.
Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.
