Investment Manager

Bank OZK•Little Rock, AR

About The Position

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits. Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients’ financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals.

Requirements

Bachelor’s degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required
4+ years’ experience in a trust/wealth management function or equivalent experience required

Nice To Haves

CFA or CFP designation preferred

Responsibilities

Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by evaluating the investment needs of clients and prospective clients and researching and analyzing investment opportunities
Actively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review calls
Provide general investment expertise and trading capabilities
Generate and review trades in the stock and bond markets
Prepare client proposals, presentations, communication, and reporting
Coordinate ongoing client investment reviews, at least quarterly
Cultivate and maintain strong client relationships
Work collaboratively in a team environment and communicate effectively with internal partners across multiple business lines to ensure understanding of business needs and development opportunities
Demonstrate critical thinking skills when problem-solving and initiative to accomplish goals and objectives
Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environment
Participate in and contribute to the Trust Investment Committee
Enthusiastically embrace, support, and model the bank’s values and mission
Ensure compliance with internal/external regulatory policies, procedures, and guidelines