Senior Client Portfolio Specialist at Old National Bank
Minneapolis, MN 55402, USA -
Full Time


Start Date

Immediate

Expiry Date

15 Oct, 25

Salary

62300.0

Posted On

16 Jul, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Knowledge Base

Industry

Financial Services

Description

Overview:
Old National Bank has been serving clients and communities since 1834. With over $70 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.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers 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 offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities:

SALARY RANGE

The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients’ portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist is not responsible for direct communication with clients or prospects but will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

  • BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience.
  • Minimum 4 years of related industry/work experience.
Responsibilities

Please refer the Job description for details

Loading...