This opportunity as a Senior Investment Officer with Security National Trust Company, will be based in Lancaster, Pennsylvania. However, position responsibilities will include serving clients in other markets including Huntington, WV, Pittsburgh PA, and in non-market locations.

Job Description

• Manages accounts in accordance with investment objectives that have been developed with the client.
• Provide specialized advice on portfolio investment strategy.
• Responsible for delivering investment experience to clients by providing market insight and reporting on investment results.
• Maintains expert level knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• May lead the sales efforts of the business through the expansion of services provided to the client.
• Manage risk by adhering to bank’s policies and procedures.

Expectations

• Client Focused - Creating customized investment solutions to meet the needs of the client.
• Communications – Maintain regular communications via phone, e-mail, virtual meetings, and in -person meetings. Skilled in developing presentation materials e.g. PowerPoint, Excel spreadsheets, and incorporating 3rd party investment research to explain results, and support recommendations.
• Fiduciary behavior- Deliver client service and conduct bank business in the best interest of the client by adhering to fiduciary duties of loyalty, care, good faith, confidentiality, prudence, and others.

Competency

Investment & Portfolio Management, Relationship Management, Business Development, and Effective Communication.

Computer Skills

Expertise in computer-based equity, fixed income, and mutual fund trading platforms. Experience with trust accounting systems. Working knowledge of Microsoft Word, Excel, and PowerPoint.

Work Experience

Industry relevant experience is typically 8+ years. A combination of education, job specific certifications, and experience (including military service) may be considered.

Education

Roles at this level typically require a BS/BA/BBA degree in a relevant major such as finance, accounting, economics, statistics, or general business. The MBA degree with a concentration in finance, asset management or investment management is highly desirable.

Certifications

Professional certifications such as CFA, CFP or CTFA are highly desirable.

Licenses

No professional licensing is required.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at mcoombe@snt-pa.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call (717) 399-1801 for accommodation assistance. All information provided will be kept confidential and will be used to the extent required to provide needed accommodation needed.

Equal Employment Opportunity (EEO)

Security National Trust Company provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Pay: $100,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Referral program

Work Location: In person