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. Essential Job Functions: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 opportunitiesActively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review callsProvide general investment expertise and trading capabilitiesGenerate and review trades in the stock and bond marketsPrepare client proposals, presentations, communication, and reportingCoordinate ongoing client investment reviews, at least quarterlyCultivate and maintain strong client relationshipsWork collaboratively in a team environment and communicate effectively with internal partners across multiple business lines to ensure understanding of business needs and development opportunitiesDemonstrate critical thinking skills when problem-solving and initiative to accomplish goals and objectivesDemonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environmentParticipate in and contribute to the Trust Investment CommitteeEnthusiastically embrace, support, and model the bank’s values and missionEnsure compliance with internal/external regulatory policies, procedures, and guidelines Basic Qualifications:Bachelor’s degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required4+ years’ experience in a trust/wealth management function or equivalent experience requiredCFA or CFP designation preferred Job Expectations:Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.#DNP EEO Statement:Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
