AVP, Investment Officer

Who We Are Founded in 1987, Members Trust Company (MTC) is the first nationally chartered trust and investment management company owned by credit unions and regulated by the Office of the Comptroller of the Currency. We provide trust and estate services, investment management, and planning solutions for our valued clients. Our Mission We empower credit unions, RIAs and broker dealers to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all of which are focused on helping every client realize their financial aspirations. Come Grow With Us With our Main Street values comes Wall Street expertise. We have the full breadth of capabilities expected from large national firms but deliver an unrivaled service experience and relationship that you'd want from a local boutique. This is a hybrid role based out of Tampa, with an in-office requirement of three days per week. Job Summary We are seeking a dynamic AVP, Investment Officer to serve as a client‑facing investment professional responsible for managing client portfolios and contributing to the firm’s investment research and portfolio strategy. The role supports a relationship‑first, long‑term approach by communicating the firm’s investment views and aligning portfolio strategy with client objectives. Reporting to the Chief Investment Officer, the AVP, Investment Officer collaborates with colleagues across the firm and works closely with key partners, including Financial Advisors and Trust Officers, to deliver a high‑quality investment experience and support the development of client relationships consistent with Members Trust Company’s values and culture. Primary Duties and Responsibilities
Manages individual and trust investment portfolios in accordance with established investment objectives, risk parameters, and portfolio strategies.
As a participating member of the firm’s Investment Policy Committee, contributes to market and economic analysis, portfolio strategy development, investment due diligence, capital market assumptions, and investment commentary.
Works in close collaboration with the Portfolio Management Team to ensure consistent and high‑quality implementation of investment strategy and rebalancing.
Develops and actively manages client Investment Policy Statements and ensures alignment with clients’ investment objectives and constraints.
Serves as liaison to key partners, including Financial Advisors and Trust Officers, who oversee client investment accounts and support them through proactive outreach to existing clients to ensure alignment with stated objectives.
Participates in virtual and in-person meetings with prospects, existing clients, and partners as needed to support relationship management and retention.
Supports business development efforts and cultivates trusted relationships with clients, shareholders, centers of influence, and business partners. Required Skills/Abilities
Strong understanding of investment management principles, portfolio construction, economic and market research, and general business concepts.
Effective presentation and communication skills.
Ability to articulate investment strategy and market perspectives.
Strong relationship management and client service capabilities.
High degree of attention to detail and commitment to quality.
Ability to exercise sound judgment within established frameworks and manage time effectively.
Proficiency with technology, including investment, portfolio management, and general business software applications. Education and Experience
Bachelor’s degree in related field required.
Minimum five years of portfolio management experience or comparable investment‑related expertise required.
CFA® charterholder or progress towards the CFA® designation preferred. Physical Requirements
Hybrid role, with regularly scheduled in-office attendance.
Occasional travel for meetings, conferences, etc.
Ability to navigate various areas of an organization’s physical premises.
Ability to remain in a stationary position for prolonged periods.
Ability to effectively operate a computer and other office equipment. Additional Information Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. What We Offer
Collaborative and Supportive Work Environment
Competitive Total Rewards Program
Innovative Brand and Thought Leadership
Meaningful Work and Growth Opportunities For a complete list of our benefit offerings, visit our Careers Page at www.memberstrust.com. Equal Opportunity Employer | E-Verify Employer