Columbia Bank
Sr Trust Portfolio Manager
Portland, Oregon · Senior
Sponsorship not specified$120k-$215kDetected 8 days ago
Project ManagementBusiness DevelopmentAccountingExcelRecruitingResearchCommunicationMicrosoft OfficeCFA
About the role
- The ideal candidate will be instrumental in growing the firm's franchise by attracting and retaining sophisticated clients and delivering bespoke investment solutions.
- Leverage personal networks, centers of influence, and strategic partnerships to expand the client base.
- Provide proactive portfolio reviews, performance reporting, and strategic rebalancing.
Responsibilities
- Develop and execute strategic initiatives to acquire UHNW clients and family offices.
- Collaborate with marketing and business development teams to position the firm as a trusted advisor to UHNW families.
- Design and manage highly customized portfolios tailored to complex client needs, including multi-generational wealth planning.
- Deliver white-glove service and maintain long-term, trust-based relationships.
Requirements
- Apply comprehensive knowledge of fiduciary trust laws in advising on trust structures, estate planning, and wealth transfer strategies.
- Bachelor's degree in Finance, Economics, or related field; MBA, CFA, CFP, or CTFA preferred
- 7+years - of industry work experience (Required)
Skills
- Advise on governance frameworks and fiduciary responsibilities for family office structures.
Compensation
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Benefits
- We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
- Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Company info
- This posting is part of an evergreen requisition to create a pipeline of talent.
- If you are interested in potential opportunities in this area, we encourage you to apply.
- While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.
Equal opportunity
- equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
- If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
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