Location: Sioux Falls, SD
Shift: M-F 8-5
Job Schedule: Full-Time
Company: First PREMIER Bank

About the Role
This position is responsible for the strategic development, direction, and management of the organization's trust operations and trust tax business. Periodically reviews and recommends new methods and procedures for improving efficiency. This position will assist in developing and overseeing the implementation of trust operations, trust tax business plans and financial policies.

Job Duties and Responsibilities

• Essential duties and responsibilities include the following. Other duties may be assigned.

  • Effectively communicate investment recommendations with account holders and beneficiaries.

  • Select investments consistent with account objectives and beneficiary needs.

  • Comply with trust document language.

  • Works with dedicated Trust Administrator on assigned accounts to provide a holistic client experience.

  • Design and review model portfolios.

  • Analyze and purchase individual stocks and bonds.
  • Design and implement portfolios for both individuals and retirement plan accounts.

  • Present investment information at client meetings, including performance results.

  • Aid in the preparation of requests for proposals and other internal or external meeting documents.

  • Assist with the valuation of closely held assets in fiduciary accounts as needed.

  • Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.

Skills and Qualifications

• Must have a thorough understanding of investment management along with a strong knowledge of finance, economics and general business is required.
• Must have a proven ability to effectively present investment strategies and recommendations to clients and make critical decisions independently.
• Must have strong sales and relationship management/client service skills and excellent interpersonal, verbal and written communication skills.
• Previous experience with RFP process including drafting responses to proposals.
• Experience in high-net-worth investment management and fiduciary, investment or planning disciplines.
• A BS/BA degree or higher; CFA certification and/or 10+ years of investment management experience is required.
• Basic computer skills. Proficiency of the English language.
• Exceptional verbal and written communication skills.
• Attention to detail, analytical and problem-solving skills.
• Capacity to learn, adapt to change, and become proficient quickly.
• Ability to handle stress, exercise self-control, adheres to company policies and procedures and uphold The PREMIER Way.

Competitive Benefits Package

• Full medical benefits when working 20+ hours per week
• Traditional and High Deductible health plan options available
• FREE dental and vision coverage
• Generous Paid Time Off plans
• 401(k) – dollar-for-dollar match up to 5% of total compensation
• Special discounts and offers for events at the Denny Sanford PREMIER Center
• PREMIER Wellness Program
• Paid Community Volunteer Hours – PREMIER averages 30, 000 hours per year
• Fun Employee Parties

Our Culture

• Emphasis on personal success, respect, health, wellness, fun and giving back
• Employees are rewarded, valued, and celebrated for hard work
• Various Career advancement opportunities and growth
• Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more