CNB Bank, SVP Investment Partner

This is a corporate position focused on meeting client financial goals through tailored investment strategies, portfolio management, and advisory services.

Responsibilities

• Meet with prospective and existing clients to understand their goals, provide tailored investment guidance, and implement strategies that strengthen relationships and drive long-term financial success.
• Research investment options, evaluate modeled portfolio performance, rebalance destination accounts, and execute trades to ensure portfolios remain aligned with client objectives and market conditions.
• Track daily market movements, prepare weekly sales reports, and deliver quarterly presentations to the Trust Investment Committee to support informed decision-making and strategic planning.
• Perform precise review and research for all client and transactional activities while adhering to bank policies, procedures, and federal and state regulations to maintain accuracy and protect client interests.
• Represent the organization positively in the community, embrace digital tools to improve efficiency, and actively pursue professional development to expand advisory capabilities and support evolving client needs.

Attitudes

• Builds Positive Relationships: Values others' feelings and rights, embraces diverse beliefs and backgrounds, and treats all clients, colleagues, and community members with professionalism and respect.
• Client Focus: Demonstrates a deep commitment to understanding client goals and delivering solutions that align with their financial objectives. Anticipates needs and follows through on commitments.
• Inclusion: Values diverse perspectives and fosters an environment where all individuals feel welcomed, heard, and supported. Encourages collaboration across backgrounds and experiences.

Behaviors

• Demonstrates Strong Business Ethics and Leadership: Models professionalism, accountability, and sound judgment. Guides clients and colleagues with confidence and contributes to a culture of excellence.
• Integrity: Acts with honesty and transparency in all interactions. Upholds regulatory requirements, ethical standards, and company policies while protecting client interests.
• Collaboration: Works effectively with team members across departments to deliver seamless client service. Shares knowledge and supports collective goals through open communication.
• Volunteerism: Actively participates in community initiatives and represents the organization with pride. Engages in outreach that strengthens community relationships.

Competencies

• Accountability: Takes ownership of decisions, actions, and outcomes. Ensures accuracy in client-related activities and meets deadlines.
• Innovation: Seeks opportunities to improve processes, adopt new technologies, and enhance the client experience. Approaches challenges with creativity.
• Professionalism: Maintains high standards of conduct, communication, and presentation. Demonstrates reliability and discretion in all interactions.
• Professional Development: Actively participates in expanding skill sets through training programs, workshops, certifications, and cross-functional opportunities.

Requirements

• 4-year degree in a related field or equivalent combination of education and/or experience.
• Minimum of 15 years’ experience in Portfolio Management, Wealth Management, Wealth Advisement, or a related field.
• Prior sales and new business development experience preferred.
• Proven experience advising clients in investments, pre-retirement, education funding, and financial planning.
• Successful completion of required background checks.
• CFA, CIMA, and/or CFP certification preferred.

Skills

• Language Skills: Ability to read, analyze, and interpret complex financial documents, investment research, and regulatory materials. Strong professional communication skills to explain investment concepts and strategies clearly.
• Technology Skills: Proficient in financial planning software, portfolio modeling tools, trading platforms, market research databases, and CRM systems. Strong digital literacy and adaptability to new technologies.
• Mathematical Skills: Ability to perform advanced financial calculations, interpret charts and statistical data, and evaluate portfolio trends and market conditions.
• Reasoning Ability: Applies sound judgment and analytical thinking to evaluate investment options, interpret market movements, and solve complex client challenges. Adapts recommendations in a fast-paced environment.

Physical Demands and Work Environment

This position operates in a professional office environment with considerable time spent at a desk using office equipment. Noise level is moderate with constant communication and interactions. Occasional travel to market areas, seminars, or training sessions may be required.

Benefits

• Medical, Dental, Vision, and Life Insurance
• 401K with company match
• Paid Time Off and Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity, and Pet Insurance)
• Employee Assistance Program
• Employee Health and Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards and Recognition Programs