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The Position

Our bank client is seeking to fill an Investment Officer role in the Indianapolis, IN market. This selected candidate will be responsible for business development and maintaining the existing book of clients to further the growth of assets in the Emerging Investor Market.

This position includes a generous salary of up to $85K and a full benefits package. (This is not a remote position).

Investment Officer responsibilities include:

• New business development, managing an existing book of business and cultivating a strong working relationship with internal Bankers to develop new business opportunities.
• Contributing to portfolio model construction by staying up to date on macroeconomics, researching mutual funds, and analyzing asset allocation structure for portfolio models.
• Providing support as it relates to account administration, maintenance, and recordkeeping for investment accounts.
• Aiding in the development of marketing, business development, and retention strategies for prospects and clients.
• Calling on prospective and current clients to identify needs and/or enhance the growth of the investment portfolio.
• Aiding in the client enrollment process, which may include any of the following: registering the client in the selected allocation model and facilitating set up, transferal of assets, regular client communications, monitoring of account performance, tracking of client fees, and account maintenance.
• Preparing or reviewing financial goals for clients/prospects using software to generate individual reports.
• Preparing investment review materials to present to clients/prospects.
• Participating in internal investment strategy meetings.
• Contributing to the monitoring of model performance against established benchmarks.
• Contributing to the generation of reports to review in committee meetings to discuss macroeconomic trends, model performance, and mutual fund performance.
• Serving on various Wealth Management committees as assigned.

Requirements

Who Are You?

Youre someone who wants to influence your own development. Youre looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• College degree in business, economics, or finance preferred, or equivalent work/educational experience.
• Three or more years of business development experience preferred.
• Three or more years of experience working with IRAs and Roths.
• Background in working with mutual funds or individual securities.
• Working knowledge of investment trading.
• Proven marketing, product development, and business development skills.
• Experience with Morningstar software.
• High degree of experience with Microsoft Excel, Word, and Teams.

Benefits

This position includes a generous salary of up to $85K and a full benefits package. (This is not a remote position).