Senior Investment Advisor Portfolio

JOB REQUIREMENTS: 1834 Senior Investment Advisor Portfolio Manager Job Locations US-WI-Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-15357 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With \$50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management\'s investment solutions to achieve client\'s investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client\'s preferences. Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Performs annual Reg 9 Investment... For full info follow application link. EOE/Minorities/Females/Vet/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/B384801FC5F847F7