Top 21 Trust portfolio manager Jobs in Medford, Or

Trust Portfolio Manager
Oregon Pacific Bank —Medford, OR
- $64,290.74 - $93,495.28 a year
- Full-time
- 5 years
- Office
- Finance
Quick Apply
Business Development Manager
Infopro Digital Services Limited —Oregon
- $75,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
VP of Member Solutions & Asset Protection
Rogue Credit Union —Medford, OR
- $156,585.24 - $195,731.55 a year
- Online Application
- 5 years
- Writing skills
- Pass drug screening
Trust Operations Specialist I
Oregon Pacific Bank —Medford, OR
- $19.34 - $26.60 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Writing skills
Quick Apply
Regional Property Manager
Monte Christo Communities —Grants Pass, OR
- $70,000 - $80,000 a year
- Writing skills
- High school diploma or GED
- Recruiting
- Health insurance
- Dental insurance
Sr. Technical Project Manager
AllCare Health —Grants Pass, OR
- $110,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- HIPAA
- Health insurance
- 401(k)
Quick Apply
3d
Lead Rehabilitation Technician
US Veterans Health Administration —White City, OR
- $55,882 - $72,644 a year
- Part-time
- Background check
- Psychiatry
- Addiction Medicine
5d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Integrated Campaign Manager, North America (New York or Chicago)
Ideals —United States
- $90,000 - $142,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- 4 years
- Health insurance
- 401(k) matching
Physical Therapy Business Coach
Rehab CEOs —United States
- $75,000 - $90,000 a year
- Email
- Remote
- Google Workspace
- Physical & Rehabilitation Medicine
- Clinic experience
- Paid holidays
- Paid time off
Quick Apply
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

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Trust Portfolio Manager
Oregon Pacific Bank —Medford, OR
Be willing to go the extra mile for the client, whether internal or external. Influence. Be an active player in participating, building and contributing to…
$64,290.74 - $93,495.28 a year
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

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Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
*Lead ongoing property oversight* through bi-weekly calls with site teams and quarterly on-site visits and audits.
$80,000 - $95,000 a year
Quick Apply
6d
Customer Service Manager
James and James Fulfilment Ltd. —Columbus, OH
Resilience under pressure, and confidence holding others accountable and making escalation calls. You'll be the point of escalation for complex or high-risk…
$65,000 - $75,000 a year
Quick Apply
10d

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trust portfolio manager jobs near medford, or

Trust Portfolio Manager

Oregon Pacific Bank -
Medford, OR

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Job Details

Full-time
$64,290.74 - $93,495.28 a year

Qualifications

Cash flow planning
Investment advisory support
Economics
CFP
Trading
5 years
Bachelor's degree in finance
Investment operations
Bachelor's degree in business
Bachelor's degree in economics
Finance
Bachelor's degree
Managing clients in a finance role
Client services
Fiduciary duties
Liquidity management
Organizational skills
Relationship management
Bachelor's degree in accounting
Senior level
Cross-functional collaboration
Business
Chartered Financial Analyst
Accounting
Banking

Full Job Description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

Education/ Experience: A combination of experience and relevant education totaling 5+ years.
- Education: Bachelor’s degree in finance, accounting, economics, or business
- Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.

Quick Apply

Refine Your Search

trust portfolio manager jobs in medford, or

Trust Portfolio Manager

Business Development Manager

VP of Member Solutions & Asset Protection

Trust Operations Specialist I

Regional Property Manager

Sr. Technical Project Manager

Lead Rehabilitation Technician

Relationship Manager – Private Wealth & Tax Solutions

Integrated Campaign Manager, North America (New York or Chicago)

Physical Therapy Business Coach

Portfolio Product Manager

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