Senior Client Portfolio Specialist
Old National BankMinneapolis, Minnesota, United States
Posted July 14, 2025
62300 - 153000 USD year
Full Time
About the Company
Old National Bank is a regional bank with substantial assets, based in the Midwest, offering financial services including retail banking, commercial banking, wealth management, investments, and brokerage. Since 1834, Old National has maintained the culture of a community bank, focusing on strong client relationships and an inclusive work environment that empowers its team to deliver exceptional service.
Job Description
Old National Bank is seeking a Senior Client Portfolio Specialist to act as a subject matter expert for the Centralized Management Team (CMT). The role involves overseeing portfolio management, strategy implementation, and model changes, along with assisting with portfolio management, accounting system improvements, and fundraising. The company is a trusted partner with a strong commitment to social responsibility and community engagement.
Requirements
- Overseeing assigned Old National Wealth Management accounts.
- Model and implement portfolio changes.
- Manage account liquidity and compliance.
- Provide comprehensive understanding of strategy types.
- Ensure accurate data models.
- Efficient communication with portfolio managers and administrative assistants.
Benefits
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program