Old National Bank · 7 hours ago
Senior Client Portfolio Specialist
Minneapolis, MN
Full-time
Onsite
Mid, Senior Level
$62K/yr - $153K/yr
4+ years expOld National Bank has been serving clients and communities since 1834, and they are seeking a Senior Client Portfolio Specialist. The role involves servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of clients' portfolios to a centralized modeled platform, along with oversight of portfolio changes and operational efficiency.
BankingFinancial ServicesWealth Management
Responsibilities
Provide ongoing oversight of assigned Old National Wealth Management accounts
Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash
Manage account liquidity for ongoing cash demands and distributions
Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations
Comprehensive understanding of different strategy types
Technical knowledge of the systems to operationalize the processes required to centrally manage accounts
Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions
Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts
Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team
Liaison with peers in technology, solutions, and operations to build and test new software and operational processes
Qualification
Required
BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience
Minimum 4 years of related industry/work experience
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
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2026-01-22
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2026-01-20
2026-01-19
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