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© All Rights Reserved. ApplyBlast.com
Pinnacle Bank
The Trust Portfolio Manager is responsible for managing and optimizing trust portfolios to align with clients' financial goals, risk tolerance, and regulatory requirements. This role involves developing tailored investment strategies, monitoring performance, and maintaining strong client relationships while collaborating with internal teams to deliver comprehensive trust and investment solutions. The position also includes mentoring junior staff, identifying new business opportunities, and ensuring compliance with all policies and regulations.
Personal Banking
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pinnacle Bank.
Pinnacle Bank didn’t post a salary, so this is our estimate from similar listings.
31% below the average for this role