{"id":2099143,"url":"https://alion.io/job/columbiabank-trust-portfolio-manager","title":"Trust Portfolio Manager","company":{"id":1878099,"name":"Columbia Bank","domain":"columbiabank.com","url":"https://alion.io/company/columbiabank","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Management","role_family":"Management","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Portland, United States","Los Angeles, United States","Sacramento, United States","Tacoma, United States","San Diego, United States","Phoenix, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":102361,"max":190000,"currency":"USD","period":"year","gross":null,"usd_annual":190000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-01T00:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-22T00:13:50Z","board_verified":true,"closed_at":null,"days_open":21,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":21},"description":"About the Role:\nA Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.\nProven ability to grow a book of business within a team environment.\nIdentify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.\nManage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.\nAssist in the management of the company’s investment process and strategic thinking.\nPerform a variety of written and verbal communication tasks and projectsin order toensure satisfactory completion and implementation of work or projects.\nDevelop new business to further the strategic goals of the company.\nAbility to interpret financial statements and market data.\nIdentify, assess, and mitigate risks associated with market dynamics, credit and liquidity.\nProficient in global asset allocation strategies including alternative investments.\nMonitor and assess portfolio performance.\nExcellent communicator that builds trust with clients, business partners and management.\nAbility to explain complex financial concepts in simple terms.\nWrite clear reports and deliver persuasive presentations.\nStrategic thinking and decision making.\nFamiliarity with trust law, estate planning and fiduciary responsibilities.\nDemonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.\nFollows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.\nMaintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.\nMay be asked to coach, mentor, or train others and teach coursework as subject matter expert.\nActively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.\nTakes personal initiative and is a positive example for others to emulate.\nEmbraces our vision to become “Business Bank of Choice”.\nMay perform other duties as assigned.\nAboutYou:\nB.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.\nMaster of Business Administration and/or Chartered Financial Analyst designation, preferred.\n5 yearsof industry work experience, required.\n5 years ofExperience with trust software, preferred.\nThorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.\nIntermediate computer skills with an emphasis on Microsoft Office products, including Excel andWordOrganizationaland project management skills.\nEffective team player.\nEffective verbal and written communication skills.\nAbility to meet bonding requirements for employmentpurpose.\nStays informed of developments in security markets.\nPerforms investment research.\nHigh level of understanding of asset allocation strategies.\nSkills and knowledge to manage individual equity or fixed income strategies.\nTravel Type:\n Occasional\nThe basepayrange for this role is $102,361.20 - $190,000.00.\nThe pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.\nEvergreen:\nThis posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.\nOur Benefits:\nWe are proud to offer a competitive total rewards package including base wages and comprehensive benefits.\nWe offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.\nOur Commitment to Diversity:\nColumbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: .\nTo Staffing and Recruiting Agencies:\nOur posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.","description_format":"text","description_chars":6163,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-08T17:47:27Z"}],"visa":[],"liveness":{"score":62,"band":"ok","label":"Likely open","p_open":1,"p_active":0.825,"p_room":0.75,"age_days":20,"expected_fill_days":24,"reasons":["conf:3","velocity","win:late","comp:brand"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":190000,"is_top_pay":true},"html_url":"https://alion.io/job/columbiabank-trust-portfolio-manager","json_url":"https://alion.io/job/columbiabank-trust-portfolio-manager.json","meta":{"generated_at":"2026-10-22T02:09:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1573,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1878099},"rest":"https://alion.io/mcp/rest/get_company?id=1878099"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcolumbiabank-trust-portfolio-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcolumbiabank-trust-portfolio-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcolumbiabank-trust-portfolio-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/columbiabank-trust-portfolio-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcolumbiabank-trust-portfolio-manager"}]}