INVESTMENT MANAGEMENT VICE PRESIDENT

FULL-TIME

WAUSAU OR WISCONSIN RAPIDS

JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank!  We value every associate and appreciate the importance each individual role contributes to our success. 

We are currently seeking a motivated, detail-oriented person for an Investment Management Vice President position in our Wausau office or Wisconsin Rapids office! 

WHY WE’RE DIFFERENT
Did You Know?  At over $5 billion in client assets under management and $600 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

A DAY IN THE LIFE OF AN “INVESTMENT MANAGEMENT VICE PRESIDENT”
This position has a great deal of variety and opportunity for continued growth.  The role will manage the investment portfolios of assigned accounts, contribute to Investment Committee for the development of portfolio management strategies and practices, and contribute to new business development efforts. 

The duties and responsibilities of this position include, but are not limited to, the following:

Technical Skills:

  • Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of the Investment Committee’s policies and strategies.
  • Maintain sound knowledge of economic and market environment.
  • Understand, overseeing, evaluate and communicate the investment process and investment decisions made through regular participation and contribution to Investment Committee.
  • Responsibility for adhering to regulations and internal policies, as well as responding to escalating risk issues in a timely manner.

Account Relationship Management:

  • Maintain, improve and, when possible, expand existing client relationships.
  • Oversee, evaluate and monitor the asset allocation process and strategies for assigned relationships.
  • Meet with clients to review market and economic conditions and investment performance.
  • Provide proactive, effective and timely client communication through written and verbal, including in person account review meetings.
  • Work with colleagues to ensure clients are receiving all pertinent information and a high level of service.

New Business Development:

  • Maintain an active, ongoing effort to obtain new business.
  • Coordinate and support new business efforts with associate team.
  • Work with existing clients to identify appropriate cross sales opportunities.

EDUCATION AND EXPERIENCE
Bachelor’s degree in relevant field with at least five years of portfolio or investment management experience.

OTHER SKILLS AND ABILITIES
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.  Accuracy is critical – typos, fonts, formats, calculations, completeness, and data errors impede the progress of the team.

Ability to calculate figures and amounts such as discounts, interest, total return, commissions, proportions, and percentages.  Must be very familiar with word processing, spreadsheets, databases, and graphics programs.  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike.  Must understand the team concept and be able to function as a member of a team as this team works towards a common goal.

It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.

WHY JOIN OUR TEAM
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This is full-time position with a great work-life balance.

COMPENSATION PACKAGE
We offer competitive base salary, new business commissions, a performance-based annual bonus, generous 401(k) matching program, and full benefit package including medical, dental, vision, vacation, and sick leave.

Please submit your resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

 WoodTrust is an Equal Opportunity Employer.