ERIEBANK, SVP Investment Partner

About the role

Senior Investment Partners are dedicated to meeting with potential and existing clients to meet customer needs, researching investments and suitability for customers and their goals, evaluating returns of modeled portfolios and adjusting as necessary, assisting with implementation of investment programs, and more.

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.
• Inclusion: Values diverse perspectives and fosters an environment where all individuals feel welcomed, heard, and supported.

Behaviors

• Demonstrates Strong Business Ethics and Leadership: Models professionalism, accountability, and sound judgment while guiding clients and colleagues with confidence.
• Integrity: Acts with honesty and transparency, upholds regulatory and ethical standards, and maintains confidentiality.
• Collaboration: Works effectively with team members across departments to deliver seamless client service through open communication and cooperation.
• Volunteerism: Actively participates in community initiatives and represents the organization with pride.

Competencies

• Accountability: Takes ownership of decisions, actions, and outcomes, ensuring accuracy and meeting deadlines.
• Innovation: Seeks opportunities to improve processes, adopt new technologies, and enhance the client experience.
• Professionalism: Maintains high standards of conduct, communication, and presentation while representing the organization.

Professional Development

Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross-functional opportunities that foster growth and learning.

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, including explaining investment concepts and strategies to clients at varying levels of financial literacy.
• Capable of preparing and delivering presentations to clients, committees, and internal stakeholders.

Technology Skills

• Proficient in financial planning and investment management software, portfolio modeling tools, and trading platforms.
• Ability to navigate market research databases, performance reporting systems, and CRM platforms.
• Strong digital literacy, including email, internet, intranet, and virtual meeting tools.
• Ability to learn and adapt to new financial technologies.

Mathematical Skills

• Ability to perform advanced financial calculations, including rate of return, yield, risk metrics, and performance attribution.
• Capable of interpreting charts, graphs, and statistical data to evaluate portfolio trends and market conditions.

Reasoning Ability

• Ability to apply sound judgment and analytical thinking to evaluate investment options and interpret market movements.
• Capable of assessing multiple variables (risk tolerance, time horizon, tax considerations) to develop suitable investment strategies.
• Demonstrates decision-making ability in a fast-paced environment and adapts recommendations as circumstances change.

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. Ability to travel occasionally to market areas and attend offsite seminars or training sessions.

Benefits

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

Eligibility requirements apply.