Director, Portfolio Management

First National Bank•Kansas City, MO

1d•$126,830 - $215,612•Onsite

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 equity, fixed income, and alternative investments for individual trust and institutional accounts. It also helps deepen relationships, support client retention and expansion, and contribute to business development. Investment work includes research and participation in asset allocation or manager selection committees and related working groups. The position manages individually managed accounts, constructs diversified portfolios within client objectives and constraints, implements strategies from the Investment Committee’s approved investment list, and monitors allocations and trades. It delivers client service and investment presentations, supports prospective business and RFPs, contributes research and recommendations to investment committees, and fulfills applicable compliance and review responsibilities. The role is anticipated to be 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; candidates must not require future sponsorship.

Nice To Haves

Master of Business Administration or Master of 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 containing fixed income securities, equities, and alternatives; monitor allocations 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.
Explain investment strategies and results to clients through effective presentations.
Prepare for client meetings and partner with the Wealth Management team to deliver outstanding 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 and manager research and associated working groups.
Support the investment team in portfolio management and research.
Understand and comply with applicable bank policies, laws, regulations, and the bank’s BSA/AML Program.
Complete OCC client initial and annual reviews for assigned accounts.
Complete compliance training and adhere to internal procedures and controls.
Report known compliance violations and suspicious customer or account activity.