Investment Manager jobs in Laramie, WY

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Trust Officer - Dunham Trust Wyoming
  • Dunham & Associates Investment Counsel, Inc.
  • Laramie, WY FULL_TIME
  • TRUST OFFICER

    An Opportunity to Craft Your Future

    Are you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from the ground up, consider exploring an extraordinary opportunity with Dunham Trust Company!

    With 24 years of expertise as a trusted Nevada trust company, we are setting our sights on Wyoming and seeking passionate individuals to spearhead this exciting venture.

    Who We Are

    Established in 1999, Dunham Trust Company has honed its legacy in trust services and wealth management. Our footprint spans Reno to Loveland, Colorado, and Las Vegas, built on our commitment to excellence.

    The Opportunity

    As a Trust Officer in our upcoming Laramie, Wyoming office, you will be part of the team to build a genuinely exceptional Private Trust Company catering to families with $20 million to $200 million in assets. This role is your canvas to craft an unparalleled client experience together with personal and professional satisfaction.

    This is not just a career move but a chance to pioneer a groundbreaking institution in our new Private Trust Office in Laramie, Wyoming. Our client-centric approach empowers a diverse clientele, offering abundant growth opportunities.

    Ready to ignite your potential and be part of innovation and growth?  Apply on the career page of our website www.dunhamtrust.com

    Essential Functions:

    • Develop professional relationships with clients and their dependents and function as the clients’ trusted advisor, anticipating their wealth planning needs;
    • Coordinate fiduciary and administrative services for clients;
    • Administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;
    • Execute the terms of any estate plan or document in which Dunham Trust serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests;
    • Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;
    • Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
    • Contribute meaningfully to business development by proactively prospecting for clients and building the business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
    • Participate actively in community affairs and professional associations and attend community and/or industry-specific forums, conferences, and/or meetings in order to broaden relationships, network, and continually deepen knowledge of trends, practices, products, and competitors;
    • Serve as valued team member and resource for other Dunham Trust and affiliate team members; provide back-up for other Trust Officers as needed.

    Education Required:

    Bachelor’s degree required

    Professional license (CTFA, CFP, CPA preferred)

    Experience Required:

    Minimum of 5 years of demonstrated personal trust administration experience;

    Demonstrated understanding of financial markets and investment theory.

    Other Requirements:

    Demonstrated history as a self-starter with tremendous initiative and accountability

    Ability to travel to client locations as needed;

    Ability to work under intensive deadlines with frequent interruptions;

    Excellent presentation and verbal/written communication skills;

    Able to use independent judgment and discretion to interact with internal and external customers to provide excellent service;

    Professional, confident, and positive demeanor;

    Excellent organizational skills with outstanding attention to detail.

    Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

    Health & Welfare

    Medical, Dental & Vision (choices vary by state)
    Life and AD&D Insurance (company paid)
    Short-Term & Long-Term Disability (company paid)
    Long-Term Care Insurance (company paid)
    Flexible Spending Plans (Medical and Dependent Care)
    Employee Assistance Plan (company paid)
    Domestic Partner benefits
    Aflac

    Other Great Benefits!

    401(k) Plan with generous company match
    Employee Stock Purchase Plan
    Paid Time Off (PTO) and Holiday benefits
    Company-Sponsored Events

  • 26 Days Ago

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Trust Officer - Wyoming
  • Dunham & Associates Investment Counsel, Inc.
  • Laramie, WY FULL_TIME
  • TRUST OFFICERAn Opportunity to Craft Your FutureAre you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from t...
  • 1 Month Ago

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STORE MANAGER
  • Dollar General
  • LARAMIE, WY FULL_TIME
  • Company Overview Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day.® by offering products that are...
  • 20 Days Ago

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Regional Manager
  • Boss Truck Shops, Inc
  • Rawlins, WY FULL_TIME
  • Overview: JOIN OUR TEAM! The Regional Manager is responsible for opening and training personnel at new locations. Ensure Shops are operating as profitable and efficient as possible with the high degre...
  • 22 Days Ago

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Assistant Manager
  • Domino's
  • Rawlins, WY PART_TIME
  • JOB REQUIREMENTS AND DUTIES You must be 18 years of age and have a valid driver's license with a safe driving record meeting company standards as well as access to an insured vehicle which can be used...
  • 23 Days Ago

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General Manager
  • Boss Truck Shops, Inc
  • Rawlins, WY FULL_TIME
  • Overview JOIN OUR TEAM! Your browser does not support the video tag. The General Manager is responsible for the overall day-to-day operation and business at the location. Oversees hiring, scheduling, ...
  • 23 Days Ago

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0 Investment Manager jobs found in Laramie, WY area

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AV Project Coordinator - Academic Technology Services
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/28/2024 12:00:00 AM

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Business Manager, Executive - Alumni Association
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/28/2024 12:00:00 AM

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Regional Sales Manager
  • Hinton Transportation Investments, Inc.
  • Laramie, WY
  • Position at New Life Transport Parts Center Join Our Mission of "Glad to be Here" at HTI The Regional Sales Manager posi...
  • 3/27/2024 12:00:00 AM

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Makerspace Coordinator - Engineering & Physical Sciences Deans Office
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/27/2024 12:00:00 AM

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Associate Registrar - Office of the Registrar
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/27/2024 12:00:00 AM

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Assistant Librarian - Digital Collections Librarian, Education & Research Services
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/27/2024 12:00:00 AM

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Audit Senior Manager (Remote)
  • CBRE
  • Cheyenne, WY
  • Audit Senior Manager (Remote) Job ID 152590 Posted 01-Feb-2024 Service line Corporate Segment Role type Full-time Areas ...
  • 3/26/2024 12:00:00 AM

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Lidar Research Scientist -Atmospheric Science
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/24/2024 12:00:00 AM

Laramie /ˈlærəmi/ is a city in and the county seat of Albany County, Wyoming, United States. The population was 30,816 at the 2010 census. Located on the Laramie River in southeastern Wyoming, the city is west of Cheyenne, at the junction of Interstate 80 and U.S. Route 287. Laramie was settled in the mid-19th century along the Union Pacific Railroad line, which crosses the Laramie River at Laramie. It is home to the University of Wyoming, WyoTech, and a branch of Laramie County Community College. Laramie Regional Airport serves Laramie. The ruins of Fort Sanders, an army fort predating Larami...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$98,772 to $176,738
Laramie, Wyoming area prices
were up 2.3% from a year ago

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For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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Investment managers manage investment portfolios and operate under the government’s securities legislation.
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