Job Description

  • Meet and exceed client expectations through the investment management of trusts, estates, retirement and agency accounts.
  • Manage a book of business that includes trusts, investment management and retirement accounts.
  • Develop relationships with stakeholders and deepen the relationships with current client’s second generation and other family members.
  • Participate in various Investment Department Committees.
  • Develop new business through referrals, seminars and networking activities.
  • Assist the business development officer in making proposals for new business.
  • Other duties as assigned.

**Resume and cover letter are required**

Note: This position could have an officer status of Vice President, pending approval by the Central Trust Company Board of Directors.

 

Requirements

 

  • Bachelor’s Degree in Finance, Economics, or related degree
  • CFP, CFA or MBA preferred, but not required
  • Prior Portfolio Manager/Investment experience of 10 plus years, with emphasis on individual client investment management and oversight
  • Experience in a fiduciary wealth management environment
  • Experience with SMA/UMA’s and alternative investments
  • Excellent written and verbal communication skills
  • Energetic with strong initiative and interpersonal skills to build relationships with key contacts
  • Familiarity with trust, estate planning, taxation and retirement planning preferred
  • Work with a proven, open architecture trading platform
  • Attention to detail with the ability to strategically plan for clients financial well-being
  • Solid organizational skills to handle work in an efficient manner
  • Team orientated with positive attitude
  • Leadership skills that motivate team members to contribute new ideas that promote team cohesion and overall company growth

Position Type

Full Time – Regular

Location

Springfield, Missouri

Work Hours

M-F 8:00 a.m. to 5:00 p.m.

Standard Hours

40

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