Trust Portfolio Manager

Trust Portfolio Manager

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role :

A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.

Responsibilities include :

• Proven ability to grow a book of business within a team environment.
• Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
• Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
• Assist in the management of the company's investment process and strategic thinking.
• Perform a variety of written and verbal communication tasks and projects to ensure satisfactory completion and implementation of work or projects.
• Develop new business to further the strategic goals of the company.
• Ability to interpret financial statements and market data.
• Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
• Proficient in global asset allocation strategies including alternative investments.
• Monitor and assess portfolio performance.
• Excellent communicator that builds trust with clients, business partners and management.
• Ability to explain complex financial concepts in simple terms.
• Write clear reports and deliver persuasive presentations.
• Strategic thinking and decision making.
• Familiarity with trust law, estate planning and fiduciary responsibilities.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become "Business Bank of Choice".
• May perform other duties as assigned.

About You :

Travel Type : Occasional

Job Location(s) : This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations :

Scottsdale, AZ

Phoenix, AZ

Salt Lake City, UT

Boise, ID

Salem, OR

Portland, OR

San Diego, CA

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $170,000.00, and the pay rate for the selected candidate is dependent up on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity :

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email : careers@umpquabank.com.

To Staffing and Recruiting Agencies :

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submission s will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.