Sr. Director, Portfolio Management

Senior Director, Portfolio Manager will play a key role in delivering FNBO’s Wealth Management investment experience. The role is client‑facing, combining investment experience with relationship management. The portfolio manager partners closely with individual and institutional advisors to design, implement, and monitor customized portfolios that align with client goals, risk profiles, and overall wealth plans. The position deepens relationships through investment acumen and supports client retention, expansion, and business development. Investment work includes leadership in asset allocation or the manager selection committee, co‑leadership of the equity satellite, fixed‑income satellite, or alternative working groups, economic and market update presentations, internal partnership, and portfolio manager mentorship.

Portfolio Management

• Construct diversified portfolios within client investment objectives and constraints.
• Implement strategies based on the Investment Committee’s approved list of investments.
• Maximize investment returns commensurate with an acceptable level of risk.

Customer Goals and Initiatives

• Conduct effective presentations to clients to explain investment strategies and results.
• Prepare for client meetings and partner with the Wealth Management team to deliver outstanding service.
• Maintain a client book of large and complex relationships and retain and expand managed assets.

New Business Development

• Review and analyze prospective client portfolios and make recommendations.
• Make effective presentations to prospective individual and institutional clients.
• Support new business activities with large and complex prospective relationships.

Investment Research

• Lead primary investment committees for asset allocation or manager research and co‑lead equity satellite, fixed‑income satellite or alternatives working groups.
• Participate and make investment recommendations as part of the Investment Committee.
• Support the investment team in all aspects of portfolio management and research.

Leadership

• Participate in Wealth Management economic and market updates to existing and prospective clients, including media engagements if asked.
• Partner with Wealth Management and banking leadership to enhance FNBW Wealth.
• Mentor portfolio managers, including possible management of the investment team.

Compliance

• Complete OCC client initial and annual reviews for assigned accounts.
• Fulfill compliance training and adhere to internal procedures and controls as required.
• Report any known violations of compliance policy, laws, or regulations as well as suspicious customer and/or account activity.

The Ideal Candidate for This Role

Minimum Qualifications

• 15+ years of experience in investment or wealth management.
• Bachelor’s degree in business or a related field.
• CFA and CFP designation.
• Strong understanding of capital markets, the global economy, and asset allocation.
• Demonstrated expertise in a major asset class: equities, fixed income, alternatives.
• Ability to explain complex investment concepts clearly to clients and advisors.
• Proven success in portfolio management with client‑facing responsibilities.

Desired

• Master of Business Administration or Finance.
• Knowledge of Bloomberg, Moxy, and Advent Systems.
• Experience servicing high net worth individuals and institutions.

Salary Range: $158,696.00 – $269,783.00 USD Annual (base pay). Final compensation may vary based on work experience, education, and skill level.

Work Environment: The incumbent will work onsite at the posted location. The environment fosters innovation, mentorship, and a vibrant culture that supports professional growth and teamwork.

Benefits Overview

• Medical, Dental, Vision Insurance
• 401(k) with Matching Contributions
• Time Off Programs
• Health Savings Account (HSA) / Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short‑Term / Long‑Term Disability Insurance

Equal Opportunity & Belonging

FNBO believes that the quality of employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

FNBO follows federal law regarding the use of marijuana (this applies to all non‑California applicants).

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