Trust Investment Officer

Location: Minneapolis, Minnesota, United States; in-office collaboration at least four days per week with flexibility to work from home one day per week

Salary: $93,400–$128,400 per year, plus potential variable compensation and incentives

Company

A diversified financial services organization providing financial planning, asset management, insurance, and trust services to individual, small business, and institutional clients.

What you will do

• Manage fiduciary investment relationships and trust investment assets in partnership with Financial Advisors and Trust Administration Officers.
• Review asset allocations, develop Investment Policy Statements, and recommend strategies aligned with client goals and risk tolerance.
• Monitor portfolio performance, conduct investment reviews, and present recommendations and results to clients, advisors, and co-trustees.
• Evaluate legacy holdings, concentrated positions, real estate, closely held businesses, and other special assets.
• Oversee portfolio construction, rebalancing, distributions, investment monitoring, and transaction approvals for assigned accounts.
• Support investment governance, business development, trust account onboarding, funding, and account acceptance processes.

Requirements

• At least 5 years of investment management experience, including trust investment management, fiduciary account oversight, and portfolio management.
• Bachelor's degree or an equivalent combination of education and relevant professional experience.
• Knowledge of investment strategies, asset allocation, portfolio analysis, fiduciary principles, and complex or special asset management.
• Ability to analyze performance and risk, develop recommendations, and support client and regulatory objectives.
• Strong written, verbal, presentation, organizational, collaboration, and relationship management skills.
• Valid United States work authorization is required without current or future visa sponsorship needs.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration and in-person idea sharing.
• Office-based work at least four days per week, with one day of work-from-home flexibility.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Potential eligibility for bonuses, commissions, and long-term incentives depending on the role.