Senior Client Portfolio Specialist

Senior Client Portfolio Specialist

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 :

• Provide ongoing oversight of assigned Old National Wealth Management accounts.
• Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash.
• Manage account liquidity for ongoing cash demands and distributions.
• Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations.
• Comprehensive understanding of different strategy types.
• Technical knowledge of the systems to operationalize the processes required to centrally manage accounts.
• Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions.
• Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts.
• Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team.
• Liaison with peers in technology, solutions, and operations to build and test new software and operational processes.

Key Competencies for Position :

Qualifications and Education Requirements :

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.