Description
Trust Company Family Offices is seeking an experienced, mid-level Investment Officer to join our dedicated multi-family office investment team. The position will manage assigned client relationships and implement customized, client-defined portfolios. The ideal candidate possesses approximately 7 to 15 years of relevant wealth management experience. This individual will successfully combine sound investment judgment, high-touch client service, clear communication, and an entrepreneurial working style. The Investment Officer will work closely with a collaborative team focused on managing multi-generational family wealth and institutional pools of funds. The position is located in Holland, Ohio.
Key Responsibilities
Portfolio Management & Implementation
Lead management of assigned portfolios for individuals, families, trusts, foundations, and institutions.
Implement customized portfolios based on each client's investment policy, risk tolerance, return objectives, tax situation, liquidity needs, time horizon, and governing documents.
Construct portfolios using approved strategies, external managers, funds, individual securities, and liquid alternative investments.
Coordinate distributions, gifting, capital calls, and other cash-flow needs across client accounts.
Review performance and attribution relative to client objectives and appropriate benchmarks.
Monitor and report on portfolios for regulatory compliance.
Client Advisory & High-Touch Service
Serve as a primary investment contact and build deep relationships with clients and stakeholders.
Provide timely portfolio reviews explaining performance, positioning, risk, and recommendations in a clear and practical way.
Anticipate client needs and provide responsive follow-through on questions and action items.
Coordinate with administrative officers, trust, tax, operations staff, and external advisors, while maintaining clear documentation of decisions and responsibilities.
Investment Analysis and Team Support
Monitor market conditions to translate insights into opportunities and risks for client portfolios.
Contribute to investment committee decisions and working group discussions to formulate investment policy for client portfolios.
Diligence/evaluate investment vehicles and external managers based on philosophy, process, people, performance, fees, and risk.
Contribute to internal investment projects that provide improvements and efficiencies for the group/firm.
Collaborate with investment officers, administrative officers, operations professionals, and other colleagues; provide guidance to junior team members.
Business Development & Relationship Growth
Build and maintain relationships with local centers of influence, including attorneys, accountants, financial professionals, bankers, business advisors, and community leaders.
Represent the firm in our community and professional settings by volunteering, serving in board positions, and contributing to worthwhile client causes.
Identify outside-held assets and unmet needs within existing client relationships and work with the family-office team to earn a larger share of the client's overall financial relationship.
Help clients evaluate consolidating assets held with other advisors by demonstrating the benefits of coordinated portfolio management, reporting, planning, fees, and service.
Salary Range and Benefits
Salary commensurate with experience and credentials.
Health and life Insurance.
Long-term disability insurance.
Retirement plan.
Paid vacation.
Sick days.
Holidays.
Bonus opportunities.
Stock participation opportunities.
Trust Company Family Offices knows a diverse and inclusive team is best able to manage and coordinate the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision, and legacy. Trust Company Family Offices offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, life insurance, paid time off and other unique employer-sponsored programs.
Requirements
Qualifications
Bachelor's degree in finance, economics, accounting, or business.
Approximately 7-15 years of progressive experience as a portfolio manager or investment officer.
CFA charter strongly preferred; CFP, CAIA, MBA, or other relevant credentials are helpful.
Relevant knowledge of asset allocation, portfolio construction, public and private investments, manager selection, performance measurement, and risk management.
Experience serving high-net-worth families, trusts, foundations and other institutions.
Strong communication skills for client interactions as well as for team/firm interactions.
Strong technical skills using investment and analytical tools (Bloomberg, Excel, PowerPoint, Morningstar Advisor).
Personal Attributes
Personable, relationship-oriented, and genuinely interested in clients and colleagues.
Self-directed and entrepreneurial, with initiative and consistent follow-through.
Intellectually curious and committed to continuous learning.
Calm and credible under pressure, with sound judgment and a low-ego approach.
Comfortable in a smaller, collaborative organization that values flexibility and accountability.
