Investment Management Vice President

Investment Management Vice President

WoodTrust Asset Management

Manage investments. Advise clients. Grow relationships.

About the Opportunity

WoodTrust Asset Management is seeking an experienced investment professional to join our team as an Investment Management Vice President.

This position combines investment management, financial planning, client relationship management, and business development. The Investment Management Vice President is responsible for managing assigned investment and wealth management relationships through disciplined portfolio management, proactive client service, and a thorough understanding of each client's financial circumstances and objectives.

The individual will work directly with clients, contribute meaningfully to WoodTrust's investment decision-making process, collaborate with professionals across the organization and with clients' outside advisors, and actively help develop new relationships while expanding existing ones.

About WoodTrust Bank

Did You Know? WoodTrust is one of the largest privately owned, full‑service financial institutions headquartered in central and northern Wisconsin. With more than $8.3 billion in client assets under management and $725 million in bank assets, we serve individual, family, corporate, and non-profit clients across 40 states.

Since 1891, our core value has remained the same: the customer is #1. We are equally committed to our associates – providing a workplace where people can learn, grow, and build long-term careers. As a private, family‑owned organization, we offer stability, opportunity, and a team of talented professionals who genuinely enjoy what they do.

What You’ll Do

Manage Investments

• Manage investment portfolios in accordance with Investment Committee policies and strategies and each client's objectives.
• Evaluate and monitor asset allocation strategies, portfolio construction, investment managers, and other investment decisions for assigned relationships.
• Maintain a strong understanding of economic conditions, capital markets, investment strategies, financial planning concepts, and industry developments.
• Regularly participate in and contribute to the Investment Committee, helping develop, maintain, and communicate WoodTrust's portfolio management strategies and practices.
• Clearly communicate investment strategy, portfolio positioning, investment decisions, and performance to clients.
• Exercise independent, objective investment judgment while adhering to applicable regulations, internal policies, and established risk-management practices.

Advise & Serve Clients

• Develop and maintain strong, long-term client relationships by understanding each client's goals, financial circumstances, investment objectives, and evolving needs.
• Lead client review meetings covering portfolio positioning, investment performance, capital markets, financial planning considerations, and changes in client circumstances or objectives.
• Provide proactive, effective, and timely communication with clients through in-person meetings, written correspondence, and other ongoing contact.
• Incorporate financial planning into client relationships to help connect investment decisions with clients' broader financial goals.
• Partner across WoodTrust to deliver a coordinated, responsive, and highly personalized client experience.
• Collaborate with clients' attorneys, accountants, insurance professionals, and other outside advisors when appropriate to help provide coordinated wealth management solutions.
• Identify opportunities where additional WoodTrust services may appropriately address a client's needs.

Grow Relationships

• Maintain an active and ongoing effort to develop new client relationships and generate new business.
• Build and maintain relationships with prospective clients and professional referral sources.
• Coordinate and support business development opportunities with colleagues across WoodTrust.
• Identify appropriate opportunities to expand existing client relationships.
• Represent WoodTrust professionally within the community and help strengthen awareness of the firm's investment and wealth management capabilities.

What We’re Looking For

Success in this role requires a strong foundation in investment management, sound professional judgment, and the ability to build trusted client relationships. You’ll thrive here if you bring:

• Bachelor's degree in finance, economics, business, or a related field.
• Five or more years of relevant investment management, portfolio management, wealth management, or advisory experience.
• CFA, CFP, or another relevant professional designation, or demonstrated progress toward one, strongly preferred.
• Strong analytical skills and a thorough understanding of portfolio construction, asset allocation, investment managers, capital markets, and financial planning.
• Sound, independent investment judgment and the ability to translate sophisticated investment concepts into clear, practical conversations with clients.
• Strong written and verbal communication skills.
• Demonstrated ability to develop trusted client relationships and work effectively with clients, colleagues, and outside professional advisors.
• A proactive approach to business development and relationship growth.
• Strong attention to detail, accuracy, confidentiality, and professional responsibility.
• Comfort working with financial planning software, portfolio accounting systems, CRM platforms, spread sheets, and other investment management technology.

Why WoodTrust

At WoodTrust, investment professionals work as part of a collaborative wealth management team focused on developing long-term client relationships. This role offers the opportunity to combine investment management with financial planning, direct client interaction, and collaboration across WoodTrust's broader trust and banking capabilities.

What Success Looks Like

The ideal candidate combines strong technical investment capabilities with sound judgment, clear communication, and a genuine interest in building long-term client relationships. They are comfortable discussing capital markets and portfolio strategy, but equally comfortable stepping back to understand a client's broader financial situation and coordinating with other professionals to address it.

Position Details - Investment Management Vice President

Business - WoodTrust Asset Management

Reports To - Investment Management Vice President

Primary Office Location - Wausau or Plover

Work Arrangement - On-site, with travel as necessary for client meetings

Classification - Exempt; no supervisory responsibilities

We offer:

• Competitive compensation
• New business commissions
• A full benefits package including medical, dental, vision, vacation, and sick leave
• A generous 401(k) matching program
• Performance-based annual bonus opportunities
• A fun, talented team that values collaboration and growth

Ready to Apply?

We’d like to meet you! Please submit your application and resume by email or in person at any WoodTrust branch in Wisconsin Rapids, Plover, Wausau, or Manitowish Waters, WI.

WoodTrust is an Equal Opportunity Employer.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $92,412 - $147,688