ERIEBANK, SVP Investment Partner

Eriebank•Seven Hills, OH

22h•Onsite

About The Position

This is a corporate position. Senior Investment Partners are dedicated to meeting with potential and existing clients to meet customer needs, researching investments and suitability for customers and their goals, evaluating returns of modeled portfolios and adjusting as necessary, assisting with implementation of investment programs, and much more. They are responsible for completing weekly sales reports, monitoring the market daily, rebalancing destination accounts, completing trades for customers, and completing quarterly presentations to the Trust Investment Committee of the Board of Directors. Below is a list of essential job functions. Additional responsibilities may be assigned in the position.

Requirements

4-year degree in related field or equivalent combination of education and/or experience.
Minimum of 15 years’ experience in Portfolio Management, Wealth Management, Wealth Advisement, or a related field required.
Proven experience advising clients in the areas of investments, pre-retirement, education funding, and financial planning
Successful completion of required background checks is required.
Ability to read, analyze, and interpret complex financial documents, investment research, market commentary, and regulatory materials.
Demonstrates strong professional communication skills, including the ability to clearly explain investment concepts, portfolio strategies, and market conditions to clients at varying levels of financial literacy.
Capable of preparing and delivering presentations to clients, committees, and internal stakeholders with clarity and confidence.
Proficient in using financial planning and investment management software, portfolio modeling tools, and trading platforms.
Ability to navigate market research databases, performance reporting systems, and CRM platforms to support client management and investment decision making.
Demonstrates strong digital literacy, including effective use of email, internet, intranet, and virtual meeting tools.
Ability to learn and adapt to new financial technologies and systems as industry tools evolve.
Ability to perform advanced financial calculations including rate of return, yield, risk metrics, allocation percentages, and performance attribution.
Capable of interpreting charts, graphs, and statistical data to evaluate portfolio trends and market conditions.
Demonstrates strong quantitative reasoning to support investment recommendations, portfolio rebalancing, and financial planning analysis.
Ability to apply sound judgment and analytical thinking to evaluate investment options, interpret market movements, and solve complex client challenges.
Capable of assessing multiple variables—such as risk tolerance, time horizon, tax considerations, and market conditions—to develop suitable investment strategies.
Demonstrates the ability to make decisions in a fast-paced environment and adapt recommendations as circumstances change.

Nice To Haves

Prior sales and new business development experience preferred.
CFA, CIMA and/or CFP preferred.

Responsibilities

Meet with prospective and existing clients to understand their goals, provide tailored investment guidance, and implement strategies that strengthen relationships and drive long term financial success.
Research investment options, evaluate modeled portfolio performance, rebalance destination accounts, and execute trades to ensure portfolios remain aligned with client objectives and market conditions.
Track daily market movements, prepare weekly sales reports, and deliver quarterly presentations to the Trust Investment Committee to support informed decision making and strategic planning.
Perform precise review and research for all client and transactional activities while adhering to bank policies, procedures, and federal and state regulations to maintain accuracy and protect client interests.
Represent the organization positively in the community, embrace digital tools to improve efficiency, and actively pursue professional development to expand advisory capabilities and support evolving client needs.
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives.
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results.
Takes ownership of decisions, actions, and outcomes. Ensures accuracy in all client related activities, meets deadlines, and follows through on commitments to clients, colleagues, and leadership.
Seeks opportunities to improve processes, adopt new technologies, and enhance the client experience. Approaches challenges with creativity and a willingness to explore new methods or solutions.
Maintains a high standard of conduct, communication, and presentation. Demonstrates reliability, preparedness, and discretion while representing the organization in all client and community interactions.
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Benefits

Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs