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Bridges Trust · 4 days ago

Portfolio Manager

Omaha, NE

Full-time

Onsite

Senior Level

5+ years exp

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive services for a growing client base. They are seeking an experienced Portfolio Manager to deliver sophisticated wealth guidance and help clients achieve long-term financial success through strategic planning and investment initiatives.

AccountingFinancial ServicesProfessional ServicesWealth Management

Responsibilities

Serve as a trusted advisor, building strong, long-term client relationships through proactive communication and expert guidance

Lead the development and presentation of comprehensive financial plans—translating complex financial concepts into clear, actionable strategies

Conduct advanced analyses, including cash-flow modeling, retirement planning, tax-efficient strategies, and portfolio allocations

Continuously evaluate and adjust investment strategies to align with evolving client goals and market conditions

Prepare high-quality client presentations and reporting

Collaborate with internal specialists across trust and estates, family office, philanthropy and investments to deliver an integrated wealth management experience

Ensure all planning, documentation, and recommendations meet fiduciary, regulatory, and firm standards

Qualification

Financial planningWealth managementCFP certificationSeries 65 licenseAnalytical abilitiesEMoney proficiencySalesforce proficiencyPortfolio reporting toolsClient-first mindsetCommunication skills