Columbia Bank · 1 month ago
Trust Portfolio Manager
Scottsdale, AZ
Full-time
Onsite
Senior Level
$102K/yr - $190K/yr
5+ years expColumbia Bank is seeking a Trust Portfolio Manager who will provide expertise in managing trust and investment relationships. The role focuses on maximizing returns on investment assets while ensuring compliance with fiduciary objectives and regulations.
BankingFinanceFinancial Services
Responsibilities
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 in order 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 Columbia 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
Qualification
Required
B.A or B.S. in finance or accounting and/or equivalent combination of experience and training
5 years of industry work experience
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 in order 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 Columbia 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
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word
Organizational and project management skills
Effective team player
Effective verbal and written communication skills
Ability to meet bonding requirements for employment purpose
Stays informed of developments in security markets
Performs investment research
High level of understanding of asset allocation strategies
Skills and knowledge to manage individual equity or fixed income strategies
Preferred
Master of Business Administration and/or Chartered Financial Analyst designation
5 years of Experience with trust software
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
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
Paid vacation
Sick days
Volunteer days
Holidays
Company
Columbia Bank
Columbia Bank is a provider of personal and business banking services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-06-01Acquired
Leadership Team
Kelly Kelly
VP, Human Resources Business Partner
Todd Leber
Chief Commercial Banking Officer
Recent News
2025-12-20
2025-12-16
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