VP, Investment Officer

Salary Exempt: $100, 000-$115,000

The VP, Investment Officer manages investment portfolios and delivers customized investment solutions for Trust and Wealth Advisory clients. This position works closely with clients, Wealth Advisors, and Trust Administrators to align investment strategies with client objectives while maintaining compliance with the Bank's investment policies and fiduciary obligations. The role combines portfolio management, investment research, client relationship management, and business development responsibilities to support exceptional client outcomes and organizational growth.

Basic Qualifications Include

• Bachelor's degree in a related field or equivalent work experience required.
• Chartered Financial Analyst Designation and/or MBA preferred.
• Eight years investment sales or equivalent experience required.
• Understanding of bank procedures and policies.
• Ability to write reports and business correspondence.
• Personal computer proficiency with experience in Microsoft Word, Excel, and Outlook.
• Knowledge of bank compliance and the Community Reinvestment Act. Knowledge of all federal and state regulations and acts pertaining to the banking industry and how they pertain to job requirements.
  
  

Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.

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