Arvest Wealth Management Senior Trust Investment ...

Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit Position is based at 515 S Boulder Avenue in Tulsa, Oklahoma. Position is Monday through Friday 8 am to 5pm with flexibility to work additional hours as needed. Summary: The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission - People helping people find financial solutions for life. Job Title: AWM Senior Trust Investment Manager The Senior Trust Portfolio Manager (Senior TIM) is accountable for the financial plan and investment management of complex, High Net Worth (HNW) assigned fiduciary accounts as well as the various components of the investment management process in the front office including development and monitoring of the Investment Policy Statement (IPS), Asset Allocation, Asset Location, Reg-9 reviews, portfolio & performance review. The incumbent collaborates and coordinates with Wealth Strategists, the Portfolio Management and Research Group, Client Advisors, and Trust Administrators. The incumbent is responsible for speaking engagements and presentations and is expected to always portray a professional positive image throughout the community and the market. What You'll Do at Arvest: (Other duties may be assigned.) • Determine the client's financial goals through Financial Planning identification of needs. Establish the appropriate asset allocation of complex to HNW portfolio investments to best meet the investment objective, taking into consideration the tax implications, as determined through the Financial Planning process. • Provide clients with investment program solutions, understand clients' unique needs, and coordinate the design, implementation, and monitoring of a modeled or customized investment program across traditional and alternative investments to meet those needs. • Communicate with clients and internal team members on a regular basis, anticipating and responding to issues and developments, researching issues and opportunities, developing new ideas and discussing investment program solutions as the liaison to the Portfolio Management and Research Group. Remain current on the investment philosophy and strategies of all investment portfolio options. • Interpret complex and HNW economic, market and business information to recognize, understand and communicate market environment. • Participate in on-going marketing of Arvest's services and business development efforts that include cross sell or referring company products and services to existing customers when appropriate. Achieve increased services per household by deepening existing client relationships and expanding wallet share through needs identification inherent to the Financial Planning process. • Responsible for a minimum of $2,250,000 per year in recurring revenue and $42,500 in annual production of new recurring revenue. • Assist with set-up and transition of investments (marketable securities and unique assets) of new fiduciary accounts. Coordinate with appropriate internal teams (Portfolio Management and Research, Unique Assets, Wealth Strategists, and Trust Administrators) to ensure all assets are transferred properly and assist with disposition of assets for diversification, liquidations or closing accounts. • Conduct Reg-9 reviews and on-going account monitoring including IPS updates, changes to investment objective, appropriate asset allocation, rebalancing, asset location, cash management, tax lot management/sale plans, service agreements, portfolio/performance reviews, ascertain changes in planning needs. • Remain current and knowledgeable about traditional and alternative investments as well as related issues that affect those investments (economy, markets, finance). • Ability to communicate complex and HNW investment solutions to a variety of constituents with varying levels of investment knowledge. • Analyze client portfolios and recommendations for improvements to the client portfolio allocation according to updated Financial Plan outcomes. Apply technology orientation and proficiency using a trust principal and income (P&I) system, investment software, planning software and investment presentation software. • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity. Responsibilities: Toolbox for Success: • Bachelor's degree in finance or related field or equivalent experience required. • 7 years of trust, sales and/or customer service experience required. • Proven ability to assist complex to HNW trust clients during 3 consecutive years required. • Current Life/Health/Annuity Licenses, or ability to obtain within 120 days. • MBA/CFA/CPWA/ChFC/CFP/CPA/CTFA or other relevant credentials/designations required. • In-depth knowledge of investment and fiduciary products and services required. • Knowledge of fiduciary management, client management, and sales techniques required. • Relevant military experience is considered for veterans and transitioning service members. Physical Demands: Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. We offer competitive compensation, benefits packages, and significant professional growth. Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law. Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply. Grade 18 Pay Range: $107320 - $134150 per year

Created: 2026-03-04