Old National Bank-posted 4 months ago
$77,900 - $153,000/Yr
Full-time • Mid Level
Evansville, IN
1,001-5,000 employees
Credit Intermediation and Related Activities

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

  • Collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships.
  • Manage investment activities for fee revenue producing accounts.
  • Provide investment expertise and oversight on accounts that require decision making and implementation.
  • Develop and recommend a client centric investment portfolio leveraging all of Wealth Management's investment solutions.
  • Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
  • Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation.
  • Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation and portfolio rebalancing.
  • Analyze and plan the overall investment strategy with continuous revision as goals and objectives change.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Perform annual Reg 9 Investment reviews for assigned accounts.
  • Partner with Wealth Management client team in client presentations and investment performance reporting.
  • Prepare and present detailed investment information to clients.
  • Participate in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
  • Collaborate with internal partners to deliver an exceptional and cohesive client experience.
  • Meet with clients to review investment performance and forecast market changes.
  • Respond to client requests for information, advice, and service.
  • Participate in weekly Portfolio Manager meetings.
  • Engage in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  • Bachelor's degree in Business, finance, economics or relevant degree.
  • Minimum 5 years of investment experience.
  • Knowledge of investment and portfolio management theory, accounting and financial principles.
  • Decision making, sales, and negotiating skills.
  • CFA or other advanced designation such as CPA or CFP.
  • Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office).
  • 5+ years of investment decision making and financial consulting experience working with high-net-worth clients.
  • Graduate degree such as MBA or JD preferred.
  • Competitive compensation with salary and incentive program.
  • Medical, dental, and vision insurance.
  • 401K.
  • Continuing education opportunities.
  • Employee assistance program.
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