Investment Officer Manager - Syracuse, United States - NBT Bancorp Inc.

NBT Bancorp Inc. Syracuse, United States

1 week ago

Full time

Description

Pay Range: $104, $139,006.00Responsible 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 required

Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation

5 Years experience in developing business and managing investment accounts

Skills and Abilities:

Thorough knowledge of economics, markets (both equity and fixed income) and investment products.

Thorough knowledge of trust policies and procedures

Knowledge of estate inheritance and income tax laws, court rules and regulations.

Ability to deliver new business development presentations

Ability to solve routine and technical problems of account administration.

Ability to supervise department assistants and other trust officers as to trust procedures, operations and account administration.

Ability to construct appropriate investment portfolios and make ongoing changes as necessary.

Ability to manage up to 10 investment officers

Unique Job Characteristics and Requirements:

Requires extended hours for client meetings and presentations.

Tasks Performed:

30% Maintain assigned accounts. Assist less experienced investment staff in their maintenance of accounts.

25% Trains, mentors, develops and oversees the Investment Officers. Conducts annual reviews.

20% Source and call on prospects as well as conduct presentations to potential client groups. Meet with high net worth customers to discuss investment needs. Actively allocate clients portfolios in accordance with identified needs.

10% Maintain and update knowledge in regards to Trust matters. Remain current with all regulations and monitor investments of the department to ensure that they are in compliance.

10% Serves on the department's Investment Policy Committee and the Bank's Retirement Plan Committee.

5% Other duties as assigned, may included Reports and Internal Meetings.

Physical Requirements:

Communicate effectively with internal and/or external customers

Stationary 75% of time or greater

Move Objects to Maximum 10 lbs

Office Manager

2 weeks ago

Upstate University Hospital Syracuse, United States

Job Summary: · Reporting to the Health Science Library Director, the Administrative Assistant 2, functions as the Office Manager, acting as the Library's official timekeeper; managing the budget and coordinating general office functions. This incumbent also coordinates travel and ...
Investment Officer Manager

1 week ago

NBT Bank, N.A Syracuse, United States

Pay Range: $104, $139,006.00 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 f Officer, Investment, Manager, Busines ...
Hematology Oncology Office Manager

1 week ago

SUNY Upstate Medical University Syracuse, United States

Job Summary: · The Hematology Oncology Office Manager is responsible for management and administration of all non-clinical office functions for Adult Hematology Oncology in the Upstate Cancer Center. This includes oversight and supervision of non-clinical staff and workflow of Ad ...
Medical Office Laboratory Manager

4 days ago

Upstate University Hospital Syracuse, United States

Job Summary: In this role the candidate will oversee the day to day operation of the core laboratory. This will include the management of the laboratory, quality assurance and quality control of the lab instrumentation. The candidate will assist with training new employees, sched ...
Manager of Medical Staff Office

1 week ago

tact Community Services Inc Syracuse, NY, United States Full time

Location: Contact Community Services, Inc · Category: Mental Health · Main Office · Position reports to the Division Director of Admin & Finance · This individual oversees fiscal operational controls to ensure the optimal efficiency and effectiveness of the finance department ...
Assistant Front Office Manager

2 weeks ago

Crescent Services Syracuse, United States Full time

The amazing Marriott Syracuse Downtown is seeking a Front Desk Supervisor for this incredible hotel. This hotel property is part of the robust history and community, and we celebrate our associates and their contributions. · Stepping stones for a career in hospitality with the r ...
Office Manager

15 hours ago

Light Counseling Liverpool, United States

Job Description · Job DescriptionSalary: $18-20/hr · BENEFITS · Competitive Medical, Dental, and Vision Plans* · Retirement Plan with Employer Match* · Continuing Education (After Probation)* · Work Laptop Provided* · Staff Appreciation · Employee must be full-time in order to be ...
Office Manager

2 weeks ago

A Reliable Craftsman South Holland, United States

**Responsibilities**: · - Manage the day-to-day operations of the office. · - Maintain and update office records, filing systems, and databases. · - Manage staff schedules and coordinate meetings and events. · - Ensure that office supplies are stocked and that all equipment is in ...
Business Office Manager

3 weeks ago

tapwage Syracuse, United States Full time

Business Office Manager · Bishop Center is actively seeking a full-time Business Office Manager to work in the finance office of our Skilled Nursing Facility located in Syracuse, NY. The ideal candidate will be detail-oriented and able to effectively multi-task; should also be co ...
Assistant Front Office Manager

3 weeks ago

Crescent Hotels & Resorts Syracuse, United States Full time

Supervise the daily operations of the Front Desk staff to maximize revenues and profits while attaining optimal guest satisfaction. ESSENTIAL JOB FUNCTIONS: 1. Interview, hire, train, recommend performance evaluations, resolve problems, provide open Office Manager, Manager, Assis ...
Training for Office Management Clerk

3 weeks ago

Crimson Solutions Oswego, United States

Trainee for Office Management (m/f/d) at Oswego - Starting in 2024 · Oswego is a successful, medium-sized family business with subsidiaries in Germany and abroad, known as a trusted supplier of specialty hot beverages. With over 900 employees, we offer our high-quality coffees an ...
Tax Assistant

3 weeks ago

Omega Dynamics Mattydale, United States

About the Company · We are a nationally and internationally active auditing, tax consulting, and law firm based in Mülheim an der Ruhr. For over 40 years, we have been advising clients in the areas of tax law and business law. · Our firm advises and supports sole proprietorships ...
Office Administrator-Syracuse, NY

3 weeks ago

Masis Professional Group Syracuse, United States

Office Administrator (Operations) · Syracuse, NY · Job description · **This is a contract role, with the possibility of extension, and temp-to-hire.** · Job Overview: · The Office Administrator (Operations Specialist) is responsible for operational support duties such as proces ...
Office Coordinator III

1 week ago

Syracuse University Syracuse, United States Full time

Job Description · The Office Coordinator serves as the initial departmental representative to incoming constituencies, and handles a variety of tasks providing operational support and general assistance. The Office Coordinator is present in the office to provide services to campu ...
Executive Assistant

2 weeks ago

tact Community Services Inc Syracuse, United States

· Position Title: Executive Assistant · Location: Contact Community Services, Inc · Open Date: 6/6/2024 · Category: Mental Health · Description: General Information · Position Title: · Executive Assistant · Salary Range - $ $28.00 hourly · Location: · Main Office · Date: · 06 ...
Administrative Assistant of Sport Management

2 weeks ago

Syracuse University Syracuse, United States Full time

Job Description · In collaboration with other administrative assistants in the College, this position provides administrative support to the Department of Sport Management. This position will support the leadership in Sport Management, Sport Analytics & Esports. Responsibilities ...
RN Clinical Director

4 weeks ago

NurseCore Syracuse, United States Part time

Pat-Time RN Clinical Director - Home Health Care · Registered Nurses, use your nursing skills and management experience to improve the healthcare industry NurseCore is seeking a Part-Time Clinical Director for our Syracuse home care office. We are a national leader in home care s ...
Medical Office Assistant

2 weeks ago

State University of New York Upstate Medical University Syracuse, United States Full time

Job Summary: · A Medical Office Assistant (MOA) under the direction of the RN or licensed provider, will collaborate within a multi-disciplinary team approach to deliver quality care. Position performs, clinical, laboratory and clerical support activities. · Duties include, but ...
Fiscal Manager

1 week ago

tact Community Services Inc Syracuse, United States

Position Title: Fiscal Manager Location: Contact Community Services, Inc Open Date: 6/6/2024 Category: Mental Health Description: General Information Position Title: Fiscal Manager Location: Main Office Date: June 6, 2024 Reporting Relationship(s): Position reports to the Divisio ...
Property Manager

3 weeks ago

TBG | The Bachrach Group Syracuse, United States

#RealEstate #Construction #JobOpening #PropertyManager #HiringOpportunity · Exciting opportunity alert Seeking a Property Manager with 3-5 years of experience in property management. Ideal candidates will have a background in working with developers and knowledge of real estate, ...