Portfolio Manager jobs in Appleton, WI

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. 

The Wealth Portfolio Manager position will leverage capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee to manage the investment portfolios for Institutional and High-Net-Worth individual clients.

As a Wealth Portfolio Manager, you will:

• Develops and maintains appropriate investment strategy/asset allocation for existing and prospective clients based on client circumstances, objectives and risk tolerance.
• Works with clients to understand their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Provides timely, informative communication to clients on portfolio strategy and results.
• Works closely with Trust Administrative Officers to manage client relationships and ensure that all the needs of the investment accounts are met.
• Provides clients with exceptional customer service during every interaction.
• Serves on internal committees that reviews and sets investment policies and procedures.
• Active contributor to Investment Committee and Investment Research Team through security due diligence, research, and monitoring.
• Knowledge of investments and asset management strategies, products and services
• Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
• Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
• Develop new account relationships through community and professional visibility.
• Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
• Identify and refer business to other areas within the Bank as appropriate.
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

Qualifications 

• Bachelor’s Degree Finance, Accounting, or Economics required.
• Master’s Degree Finance, Accounting, or Economics preferred.
• Chartered Financial Analyst (CFA) charterholder preferred.
• 2-3 years of experience required.
• 5 years of investment experience preferred.
• Series 7 and 66 License required.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.