Director, Portfolio Management
About The Position
The Director, Portfolio Manager plays a key role in delivering FNBO’s Wealth Management investment experience. This client-facing role combines investment expertise with relationship management. The portfolio manager partners with individual and institutional advisors to design, implement, and monitor customized portfolios aligned with client goals, risk profiles, and overall wealth plans. The role has direct responsibility for trading portfolios holding equities, fixed income, and alternatives for individual trust and institutional accounts. It also supports client retention, asset growth, and business development through investment acumen. The position includes investment research and participation in asset allocation and manager selection committees, including equity satellite, fixed income satellite, and alternatives working groups. The incumbent works onsite at the posted location; the work location may change based on business needs.
Requirements
- 8–12+ years of experience in investment or wealth management.
- Bachelor’s degree in business or a related field.
- CFA or CFP designation.
- Strong understanding of capital markets, the global economy, and asset allocation.
- Demonstrated expertise in a major asset class: equities, fixed income, or alternatives.
- Ability to explain complex investment concepts clearly to clients and advisors.
- Excellent relationship management skills and a client-first mindset.
- Unrestricted work authorization with no need for future sponsorship.
Nice To Haves
- Master of Business Administration or master’s degree in finance.
- Proficiency with portfolio management systems; experience with APX, Moxy, Genesis, Black Diamond, or similar platforms is preferred.
- Experience servicing high net worth individuals and institutions.
Responsibilities
- Manage individually managed accounts, including fixed income securities, equities, and alternatives; monitor asset allocation and implement trades as needed.
- Construct diversified portfolios within client investment objectives and constraints.
- Implement strategies based on the Investment Committee’s approved list of investments.
- Seek to maximize investment returns commensurate with an acceptable level of risk.
- Deliver an exceptional client experience and demonstrate expertise as a trusted advisor.
- Present investment strategies and results to clients, prepare for client meetings, and partner with the Wealth Management team to provide service.
- Retain and expand client managed assets.
- Represent the investment team in new business activities.
- Review and analyze prospective client portfolios and make recommendations.
- Present effectively to prospective individual and institutional clients.
- Coordinate investment responses to requests for proposals when asked.
- Analyze investment opportunities in assigned research areas, focusing on potential return and risk.
- Participate in investment committees and make investment recommendations, including in asset allocation, manager research, equity satellite, fixed income satellite, and alternatives.
- Support the investment team in portfolio management and research.
- Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program as applicable to job duties.
- Complete OCC client initial and annual reviews for assigned accounts.
- Complete compliance training, follow internal procedures and controls, and report known violations or suspicious customer or account activity.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with matching contributions.
- Time off programs.
- Health Savings Account (HSA) and dependent care benefits.
- Employee banking.
- Growth opportunities.
- Tuition assistance.
- Short-term and long-term disability insurance.
- Competitive salary and work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Director
