Job Details
VP Trust Investment Officer
2025-07-07 Bank OZK Little Rock,ARJob Purpose & Scope
The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals.
Essential Job Functions
Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by evaluating the investment needs of clients and prospective clients and researching and analyzing investment opportunities
Actively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review calls
Provide general investment expertise and trading capabilities
Generate and review trades in the stock and bond markets
Prepare client proposals, presentations, communication, and reporting
Coordinate ongoing client investment reviews, at least quarterly
Cultivate and maintain strong client relationships
Work collaboratively in a team environment and communicate effectively with internal partners across multiple business lines to ensure understanding of business needs and development opportunities
Demonstrate critical thinking skills when problem-solving and initiative to accomplish goals and objectives
Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environment
Participate in and contribute to the Trust Investment Committee
Enthusiastically embrace, support, and model the bank's values and mission
Ensure compliance with internal/external regulatory policies, procedures, and guidelines
Basic Qualifications
Bachelor's degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required
4+ years' experience in a trust/wealth management function or equivalent experience required
CFA or CFP designation preferred
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
Bachelor's degree, preferably in business, accounting, finance, or economics, or commensurate work experience, required
4+ years' experience in a trust/wealth management function or equivalent experience required
CFA or CFP designation preferred