Trust Portfolio Manager

Columbia Bank

. Provide expertise in the management of trust and investment relationships .

Posted 10/2/2026full-timeUnited StatesMid-LevelSenior💰 $102,361 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing trust and investment relationships while maximizing returns on investment through strategic decision-making and compliance with regulations. Proficient in financial analysis, portfolio management, and effective communication to build client trust and drive business growth.

Highest-signal resume keywords

Trust ManagementInvestment Portfolio ManagementFinancial AnalysisRegulatory ComplianceBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ResearchAsset Allocation StrategiesFinancial Statement InterpretationTrust Software ProficiencyMicrosoft ExcelMicrosoft WordRisk AssessmentFiduciary ResponsibilitiesAccounting Literature InterpretationProject Management

Soft Skills

Effective CommunicationTeam CollaborationCoaching and MentoringStrategic ThinkingInitiative

Certifications & Qualifications

Master of Business AdministrationChartered Financial Analyst

Industry Keywords

Bank Secrecy ActRegulation CCRegulation EEstate PlanningFiduciary ObjectivesSecurity Market DevelopmentsCompliance RegulationsTrust LawInvestment SolutionsBonding Requirements

About the role

Key responsibilities & impact

Provide expertise in the management of trust and investment relationships
Utilize effective investment solutions to maximize return on investment of assets under management and meet fiduciary objectives
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 within established policies and regulations
Assist in management of the company’s investment process and strategic thinking
Complete written and verbal communication tasks and projects
Develop new business to further the strategic goals of the company
Monitor and assess portfolio performance
Build trust with clients, business partners, and management
Explain complex financial concepts in simple terms
Write clear reports and deliver persuasive presentations
Apply strategic thinking and decision making
Keep current with regulation changes and security market developments
Follow Bank policies, procedures, and compliance regulations
Coach, mentor, or train others and teach coursework as a subject matter expert when asked
Actively learn, demonstrate, and foster Columbia’s corporate culture
Take personal initiative and serve as a positive example
Embrace the vision to become “Business Bank of Choice”
Perform other duties as assigned
Occasional travel

Requirements

What you’ll need

B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required
Master of Business Administration and/or Chartered Financial Analyst designation, preferred
5 years of industry work experience, required
5 years of experience with trust software, preferred
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory
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
Familiarity with trust law, estate planning, and fiduciary responsibilities
Ability to interpret financial statements and market data
Ability to identify, assess, and mitigate risks associated with market dynamics, credit, and liquidity
Proficiency in global asset allocation strategies including alternative investments
Demonstrates compliance with bank regulations, policies, procedures, and required training
Maintains working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations

Benefits

Comp & perks

Comprehensive healthcare coverage including 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, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available