Job Description

Overview

The Investment Portfolio Manager maintains responsibility for managing the client’s investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client’s investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey’s Investment Strategies Team.

Responsibilities

•Manage client portfolios and administer client accounts within prescribed investment and fiduciaryguidelines, governing documents, and Busey Wealth Management policies and procedures.

•Work as a part of a relationship team to deliver clients a diverse set of financial solutions, andmaximize each relationship.

•In conjunction with local Private Wealth Advisor, Portfolio Manager will work to develop acomprehensive understanding of each clients’ specific investment goals and objectives to constructindividually tailored investment portfolios consistent with their goals and objectives.

•Determine client’s risk profile and educate the client about various strategies to align with theirstated level of risk tolerance, ensuring accounts are structured to comply with client’s investmentpolicy statement and correspond with current investment strategy.

•Provide ongoing and regular client communication, daily monitoring, and portfolio rebalancing toensure ongoing goals and objectives are being met. Position will play an active role within therelationship management team as it relates to IPS changes, Reg 9 reviews and other related formsand processes as required.

•Oversee and manage client relationships with an emphasis on prudent fiduciary risk management,relationship growth and exceeding client expectations, while providing high-value, meaningful clientinteractions in conjunction with the client relationship team.

•Remain informed of developments in security markets, the current economic environment, andBusey Wealth Management’s asset management strategy and allocations.

•Actively participate and engage in business development activities, working with and assisting localrelationship team members on prospects and securing additional assets from existing clients.

•Identify opportunities for referrals to other lines of business within Busey Bank, as appropriate.

Qualifications

Knowledge of:

•Proven decision making, sales and negotiating skills

•Well-developed problem solving and decision making

•Clear communication skills, particularly in explaining financial principles and concepts

•Strong attention to detail

•Portfolio management and trading software

•Investment and portfolio management theory, accounting and financial principles, associatedinvestment strategies and instruments, and characteristics of various marketplaces

•Investment terminology, the laws and regulations governing trust investments and taxation, as wellas the bank's investment policies, procedures and strategies

Ability to:

•Assist in client prospecting efforts by coordinating competitive analysis, communicating investmentstory and making points of differentiation/value

•Attend client meetings to communicate market developments, investment strategy and investmentperformance

•Attend and participate in local region’s client events & activities

Education and Training:

•Bachelor’s degree in Accounting, Finance or related field; working toward CFA or CFP

•5+ years of investment management experience

Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey until it is merged with Busey Bank, which is expected to occur in June 2025

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range:

$130,000 - $190,000/Year

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Average Compensation: $115,000

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