Job Information
NBT Bank Investment Officer Manager in Syracuse, New York
Pay Range: $104,130.00 - $139,006.00
Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of the Department are familiar with regulations that pertain to the department. Remains current with trends in the areas of stocks and bonds. Maintains a working knowledge of investment policies, and keeps administrators informed of changes. Reviews all accounts on an ongoing basis (and in a formal annual process) to ensure accounts are invested appropriately, and that all relevant paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers.
Education and Experience:
Bachelors Degree in Business, Finance or related field
Graduate degree and/or CFA designation desired but not required
Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation
5 Years experience in developing business and managing investment accounts
Skills and Abilities:
Thorough knowledge of economics, markets (both equity and fixed income) and investment products.
Thorough knowledge of trust policies and procedures
Knowledge of estate inheritance and income tax laws, court rules and regulations.
Ability to deliver new business development presentations
Ability to solve routine and technical problems of account administration.
Ability to supervise department assistants and other trust officers as to trust procedures, operations and account administration.
Ability to construct appropriate investment portfolios and make ongoing changes as necessary.
Ability to manage up to 10 investment officers
Unique Job Characteristics and Requirements:
Requires extended hours for client meetings and presentations.
Tasks Performed:
30% Maintain assigned accounts. Assist less experienced investment staff in their maintenance of accounts.
25% Trains, mentors, develops and oversees the Investment Officers. Conducts annual reviews.
20% Source and call on prospects as well as conduct presentations to potential client groups. Meet with high net worth customers to discuss investment needs. Actively allocate clients portfolios in accordance with identified needs.
10% Maintain and update knowledge in regards to Trust matters. Remain current with all regulations and monitor investments of the department to ensure that they are in compliance.
10% Serves on the department's Investment Policy Committee and the Bank's Retirement Plan Committee.
5% Other duties as assigned, may included Reports and Internal Meetings.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Student Loan Repayment Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.
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Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Family Medical Leave Act (FMLA) Poster
Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)
NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.
NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.