NBT Bank, N.A
Job Location : Williamsville,NY, USA
Posted on : 2025-08-11T17:04:29Z
Job Description :
Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of the Department are familiar with regulations that pertain to the department. Remains current with trends in the areas of stocks and bonds. Maintains a working knowledge of investment policies, and keeps administrators informed of changes. Reviews all accounts on an ongoing basis (and in a formal annual process) to ensure accounts are invested appropriately, and that all relevant paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers. Education and Experience: Bachelors Degree in Business, Finance or related field Graduate degree and/or CFA designation desired but not req...Officer, Investment, Manager, Financial Planning, Business Development, Benefits, Business Services
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