Old National Bank · 1 week ago
Client PM Portfolio Mgr, Sr
Nashville, TN
Full-time
Onsite
Senior Level, Lead/Staff
$82K/yr - $165K/yr
8+ years expOld National Bank is a regional powerhouse committed to helping clients achieve their goals and dreams. They are seeking a Senior Portfolio Manager who will manage investment activities for high net worth clients, providing expertise and oversight on complex accounts while ensuring compliance with fiduciary requirements and investment strategies.
BankingFinancial ServicesWealth Management
Responsibilities
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management’s investment solutions to achieve client’s investment objectives
Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client’s preferences
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity
Transition non-compliant portfolios to approved strategies
Manage account liquidity to provide for ongoing cash demands and distributions and risk management
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations
Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting
Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment
Prepares and presents detailed investment information to clients
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience
Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction
May provide leadership through interaction and mentoring of other investment associates
Participate in weekly Portfolio Manager meetings
Work individually or with a team on assigned projects
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events
Accountable for personal execution of initiatives, new capability rollouts, and required training
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions
Qualification
Required
Bachelor's degree – Business, finance, economics or relevant degree
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives
CFA or other advanced designation such as CPA or CFP
Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
10+ years of investment decision making and financial consulting experience working with high net worth clients
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios
Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement
Requires specialized depth and/or breadth of expertise in own job discipline or field
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services
Communicates difficult concepts and negotiates with others to adopt a different point of view
Preferred
Graduate degree such as MBA or JD preferred
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
2026-01-03
Company data provided by crunchbase