Investment Management Officer

Job Description

As an Investment Management Officer with WoodTrust Asset Management, you will support investment portfolio management, financial planning, client relationship development, and business growth efforts. This role offers an opportunity to build expertise across wealth management disciplines while working closely with clients and experienced investment professionals. You'll play an important role in helping clients pursue their financial goals through thoughtful investment guidance, proactive service, and personalized solutions.

What Success Looks Like

Success in this position means demonstrating strong analytical skills, sound judgment, attention to detail, and a commitment to exceptional client service. The ideal candidate builds trust with clients and colleagues, continuously develops investment and financial planning expertise, and actively contributes to portfolio management and relationship growth. Over time, success includes taking on increased responsibility for client relationships, investment recommendations, financial planning discussions, and business development activities.

How This Role Fits Into the Organization

The Investment Management Officer serves as a key member of WoodTrust Asset Management, supporting the delivery of comprehensive wealth management services. This role collaborates with investment professionals, trust officers, and banking partners to provide coordinated solutions and a seamless client experience. By helping manage client relationships and supporting portfolio management efforts, the Investment Management Officer contributes directly to the continued growth and success of the organization.

Responsibilities

• Support the management and administration of investment portfolios in alignment with client objectives and investment strategies.
• Monitor portfolio allocations, cash needs, and investment performance while identifying opportunities and concerns.
• Participate in investment research, market analysis, and Investment Committee discussions.
• Prepare for and participate in client meetings regarding portfolio performance, financial planning, and investment strategy.
• Build and maintain strong client relationships through proactive communication and responsive service.
• Assist with financial planning analyses and recommendations that support clients' long-term goals.
• Collaborate with internal partners and external advisors to provide coordinated wealth management solutions.
• Support business development efforts by participating in prospect meetings, networking opportunities, and referral relationships.
• Identify opportunities to strengthen existing client relationships and introduce additional services when appropriate.
• Represent WoodTrust professionally within the community and industry.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant experience in investment management, wealth management, banking, financial planning, or a related financial services role.
• Interest in pursuing a CFA, CFP, or other professional investment designation preferred.
• Understanding of portfolio construction, asset allocation, capital markets, and financial planning principles.
• Strong analytical and problem-solving abilities with a desire to continue developing technical expertise.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to build trusted relationships with clients, colleagues, and professional partners.
• Interest in developing business development and relationship management skills.
• Strong attention to detail, professionalism, confidentiality, and organizational skills.
• Experience with financial planning software, portfolio management systems, CRM platforms, and related technology preferred.

Ready to Apply?

Ready to grow your investment expertise while building meaningful client relationships in a collaborative, team-oriented environment? Join WoodTrust Asset Management and gain hands-on experience in portfolio management, financial planning, client advisory services, and business development while helping individuals, families, businesses, and nonprofit organizations pursue their financial goals.

Build expertise. Serve clients. Grow relationships. Start your future with WoodTrust today.