Investment Director (Sales & Trading)

Our client is an exclusive financial institution catering to community banks, delivering tailored solutions and specialized services they can't source in-house. As a correspondent bank, they empower local banks with the financial products, services, and operational support needed to thrive.The Investment Director will drive the buying and selling of fixed income and bank-eligible securities, expertly managing portfolios for community banks. You'll provide sharp, strategic insights, execute bond swaps, and deliver high-impact recommendations. Beyond the numbers, you'll spearhead marketing efforts, lead educational initiatives, and manage municipal inventories, all while reporting key metrics to senior leadership.Responsibilities:• Sales and Trading o Buy/sell bank eligible fixed income securities for community banks and their customers o Provide community banks with portfolio analysis/investment strategies including bond swaps o Manage underwriting process/file maintenance for new municipal issues o Active in researching new investment products/service opportunities• Business Development o Work with other areas of bank to market/promote products/services to community banks o Attend and participate in various banking functions/conferences o Manage marketing and educational offerings for customers• Leadership & Management o Assist with production and monitoring of annual budget o Mentor new staff in the Investment Banking area o Back-up for investment communications, CD programs and cash sweepRequirements:Bachelor's degree in finance or related field; MBA preferred5+ years' experience working in a bank, trust company, registered investment advisor, or accounting firmFINRA Series 52, required or willing to obtain within 3 months of hire; Series 65, preferredExperience with FIS, BondEdge, and/or Bloomberg preferred, but not requiredInvestment advisory experience with fee-based consulting, preferredUnderstanding of fixed income investments including Government Agency, US Treasury, mortgage-backed, asset-backed, corporate and municipal bondsExcellent verbal/written communication, math, and presentation skillsPrevious ALCO experience within a financial services firm, preferredProfessional financial designation such as CPA, CFA, and/or CTFA

Created: 2026-04-02