Park National Bank · 5 hours ago
Wealth Management Portfolio Manager
Newark, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expPark National Bank is a financial institution seeking a Wealth Management Portfolio Manager. The role involves managing investment portfolios for clients, establishing investment objectives, and providing tailored financial solutions while ensuring compliance with regulatory standards.
AccountingBankingFinancial ServicesLendingRetirementVenture Capital
Responsibilities
Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions
Establish and implement investment objectives on a client-by-client basis
Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed
Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances
Complete all regulatory reviews
Advise and mentor new Portfolio Managers, when applicable
Evaluate mutual fund portfolios and other models used for global rebalancing
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned
Qualification
Required
Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions
Establish and implement investment objectives on a client-by-client basis
Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed
Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances
Complete all regulatory reviews
Advise and mentor new Portfolio Managers, when applicable
Evaluate mutual fund portfolios and other models used for global rebalancing
Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Ability to develop or mentor others
Ability to work as part of a team
Must possess high school diploma or equivalent
Bachelor's degree in business or equivalent combination and work experience
2-4 years of specialization experience
This position must be able to remain in a stationary position a minimum of 75% of the time
Constantly operate a computer
Be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information
Company
Park National Bank
Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1990-08-31IPO
Leadership Team
Samir Sanghvi, CISSP, GISP, GSTRT
Chief Technology Officer
Brady Burt
CFO
Recent News
2025-10-31
2025-10-28
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