Legacy Private Trust Company, based in Neenah, Wisconsin, is a boutique trust and wealth management firm with over $2.2 billion in assets under management. The firm offers personalized services through a team of experts, including Chartered Financial Analysts®, CERTIFIED FINANCIAL PLANNERS®, attorneys, and tax specialists. Legacy serves clients across Wisconsin and the U.S. from offices in Neenah, Oconomowoc, Madison, and Wausau.
We are seeking a VP, Trust Investment Officer to manage and develop mid to high-level investment and trust relationships. This role involves advising clients on financial planning, designing and implementing investment strategies, managing portfolios, and ensuring regulatory compliance. The position also includes business development, client prospecting, and representing Legacy at networking events.
The ideal candidate will have a strong understanding of financial markets, asset allocation, and investment vehicles, with exceptional interpersonal and analytical skills. Responsibilities include managing accounts, advising clients on financial needs, and preparing investment performance reports.
Legacy offers a supportive, growth-oriented workplace where individual contributions are recognized. We prioritize continuous learning and invest in our employees to deliver superior client service.
Interested candidates are encouraged to apply online:
www.lptrust.com/careers