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Vice President Racing Fuels Jobs in Iowa (NOW HIRING)

SitusAMC

SVP, Valuation Management

West Des Moines, IA · On-site

$130K - $175K/yr

Senior Vice Presidents will work closely with Senior Director's in completing these processes ... Qualified applicants will receive consideration for employment without regard to race, color ...

Athene

VP FP&A

West Des Moines, IA

Athene is seeking a strategic and highly analytical Vice President of Financial Planning & Analysis ... We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability ...

Athene Holding Ltd.

VP FP&A

West Des Moines, IA · On-site

Athene is seeking a strategic and highly analytical Vice President of Financial Planning & Analysis ... We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability ...

Athene

VP FP&A

West Des Moines, IA · On-site

$130 - $180/hr

... elite Vice President, Financial Planning & Analysis, to lead the development, oversight, and ... We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability ...

SitusAMC

VP, Valuation Management

West Des Moines, IA · On-site

$95K - $110K/yr

Vice Presidents will work closely with Senior Director's in completing these processes. Essential ... Qualified applicants will receive consideration for employment without regard to race, color ...

Equiniti

Territory VP, Mid-Atlantic Region

Atlantic, IA · On-site

$125 - $135/hr

## Territory VP, Mid-Atlantic RegionApplylocations: US - New Jersey - Remote: US - Virginia - Remote ... We are an equal opportunity employer and make employment decisions without regard to race, creed ...

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VP Portfolio Manager

Nicolet National Bank

Iowa City, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The VP Portfolio Manager is primarily responsible for providing financial and investment guidance to Institutional and High-net-worth individual clients. Additionally, this position is a key member of the Investment Research team.
As a VP Portfolio Manager, you will:
  • Maintain relationships and service existing client base.
  • Perform proprietary investment research and due diligence.
  • Contribute knowledge and experience to the Wealth Investment Committee.
  • Consult with clients to develop investment objectives and goals and provide financial services and advice accordingly.
  • Create Investment Policy Statement documenting objectives, risk tolerance, cash flow needs, tax situations and wealth aspirations for the Client.
  • Work closely with the Trust Administrative Officers to manage the client relationship and ensure that all the needs of the investment accounts are met.
  • Knowledge of investments and asset management strategies, products and services.
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Develop referral sources throughout Nicolet.
  • Adhere to all compliance issues associated with sales of investment services.
  • Other related duties as assigned or requested.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Use spreadsheets and market research to back up financial advice.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
  • Develop and maintain profitability by ensuring efficient and quality account administration.
  • Develop new account relationships through the community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Identify and refer business to other areas within Nicolet as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all Nicolet’s policies and procedures.
  • Represent Nicolet in community organizations and activities to enhance Nicolet’s image.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • Bachelor’s degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred.
  • 5+ years of investment experience preferred.
  • CFA and CAIA designations preferred.
  • Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required.
  • Motivated and driven self-starter.
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required.
  • Ability to make professional presentations to clients, employees or other groups.
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients.
  • Strong organizational and follow-through skills; strong attention to detail.
  • Ongoing knowledge of state and federal securities regulations.
  • Organized and able to manage multiple priorities.
  • PC, phone system, general office equipment.
  • Attention to detail, ability to learn and use a variety of software.
  • Microsoft Office Suite, particularly Word and Excel.
  • Maintain composure and communicate clearly when under pressure.
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong level of comfort with PC, phone system, general office equipment.
  • Ability to maintain strict confidentiality.
  • Effective verbal and written communication skills and strong interpersonal skills.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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