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Managing Director - Investment Advisor

Managing Director - Investment Advisor

USA JobsMadison, WI, US
12 hours ago
Job type
  • Full-time
Job description

Investment Advisory Leader

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter / cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN. Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced leader to drive this initiative. This individual will be responsible for advising bank investment portfolios as part of Bankers' Bank investment advisory consulting services. This person will possess specific knowledge of bank investment portfolio management and fixed income investments as well as demonstrate team work and enthusiasm for growing new business.

Position Functions :

  • Financial Advisory
  • Build a new strategic revenue business line with profit / loss responsibility.
  • Develop new client relationships for Bankers' Bank.
  • Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance.
  • Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis).
  • Review portfolio performance and model investment scenarios.
  • Perform market research to stay current on financial trends.
  • Develop ongoing deliverables, reporting, and engagement tools for bank management teams.

Collaboration & Trading

  • Collaborate across sales and trading functions in support of client investment activity.
  • Work with Risk and ALM services to promote new customers.
  • Trade fixed income investments for limited non-advisory relationships (non-discretionary).

    • Other Duties

  • Perform other duties as assigned to meet the needs of the organization.

    • Qualifications

  • Ideal candidate will have a Bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job.
  • Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm.
  • Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52 / 53 licenses.
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    Managing Director • Madison, WI, US

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