Sr. Director, Portfolio Management

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

About This Role:

Key Accountabilities:

Portfolio Management: Responsible for individually managed accounts including fixed income securities equities and alternatives. This includes monitoring asset allocation and implementing trades as needed.

• Construct diversified portfolios within client investment objectives and constraints.
• Implement strategies based on the Investment Committees approved list of investments.

• Maximize investment returns commensurate with an acceptable level of risk.

Customer Goals and Initiatives: Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.

• Conduct effective presentations to clients to explain investment strategies and results.
• Prepare for client meetings and partner with WM team to deliver outstanding service.
• The client book primarily consists of large and complex relationships. Retain and expand managed assets.

New Business Development: Represent investment team in new business activities.

• Review and analyze prospective client portfolios and make recommendations.
• Make effective presentations to prospective individual and institutional clients.
• Support new business activities with large and complex prospective relationships.

Investment Research: Actively participate in the investment process and portfolio management decisions

• Lead primary investment committees for asset allocation or manager research and co-lead equity satellite fixed income satellite or alternatives working groups.
• Participate and make investment recommendations as part of Investment Committee.
• Support the investment team in all aspects of portfolio management and research.

Leadership: Communicate investment expertise in the community and serve as a mentor for the portfolio management team.

• Participate in WM economic and market updates to existing and prospective clients including media engagements if asked.
• Partner with WM and banking leadership to enhance FNBW Wealth.
• Mentor portfolio managers including possible management of the investment team.

Compliance: Understand and comply with bank policy laws regulations and the banks BSA/AML Program as applicable to your job duties.

• Complete OCC client initial and annual reviews for assigned accounts.
• Fulfill compliance training and adhere to internal procedures and controls as required.
• Report any known violations of compliance policy laws or regulations as well as suspicious customer and/or account activity.

The Ideal Candidate for This Role:

Minimum Qualifications:

15 years of experience in investment or wealth management.

Bachelors degree in business or related field.

CFA and CFP designation.

Strong understanding of capital markets global economy and asset allocation.

Demonstrated expertise in a major asset class: Equities fixed income alternatives.

Ability to explain complex investment concepts clearly to clients and advisors.

Proven success in portfolio management with client-facing responsibilities.

Desired:

Master of Business Administration or Finance.

Knowledge of Bloomberg Moxy and Advent Systems.

Experience with servicing high net worth individuals and institutions.

Salary Range: $158696.00 - $269783.00 USD Annual

Compensation:

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.

Work Environment:

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:

• Medical Dental Vision Insurance

• 401k With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download EEO is The Law Self-Print Poster

Click here to download EEO is The Law Supplement for Federal Contractors

Click here to download EEO is The Law GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.