The Director, Wealth and Investments is responsible for leading various work including technical and analytical strategy to the Wealth Investment team, performing securities trading, performance reporting, research and analysis of securities, and the performance and results of departments within the Wealth Management Group.Duties May Include:
Direct portfolio management for individual managed accounts, investment asset allocation, investment review, client presentations, new business development, and analyze investment opportunities
Develop departmental plans, including business, production and organizational priorities
Provides leadership to managers and professional staff
Decisions are guided by resource availability and organizational objective
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
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