CHIEF INVESTMENT OFFICER

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

The Chief Investment Officer position is included in a workplace model that does not allow remote work.

As a Chief Investment Officer, essential responsibilities include:

• Provides oversight and supervision to third party managers engaged on behalf of discretionary clients.
• Responsible for the asset quality and process management of model portfolios.
• Oversees the activity of regional investment officers and research staff.
• Manages brokerage affiliations in compliance with SWM policy.
• Personally involved in the active management of large or sensitive client relationships and supports the new business acquisitions process on a case appropriate basis.
• Establishes, implements and oversees investment policies for individual, fiduciary and corporate clients.
• Implements portfolio designs for individual, fiduciary and corporate clients.
• Oversees the bond, equity, and fund-oriented investments for individual trust and advisory accounts.
• Oversees all investment strategies, ensuring investment due diligence, monitoring and performance tracking.
• Establishes, implements and oversees investment processes to ensure investment policies are following.
• Responsible for asset allocation and risk management across portfolios for individual, fiduciary and corporate clients.
• Through a high level of oversight, ensure compliance requirements are met and sustained in accordance with STAR policies, procedures, standards, regulatory, legal, and ethical requirements.
• Recruit, lead, manage, and develop a diverse team of employees using effective training, performance assessment and coaching techniques, capable of competing and winning in the marketplace.
• Manages and coaches the staff in addition to other Human Resource responsibilities such as: hiring, and if necessary disciplinary action and dismissal, setting and monitoring annual and quarterly goals, training, completing timely performance appraisals, and approving merit increases.
• Develop investment policies and procedures to protect the bank.
• Chairs the SWM Investment Committee.
• Establish clearly defined goals and execute strategic sales and operational plans to achieve sound and profitable growth.
• Maximize sales performance through effective market planning, sales management and coaching.
• Maintain and develop relationships with centers of influence.
• Oversee business development and calling activities for investment staff.
• Maintain and develop client relationships. Participate in joint call efforts with sales staff.
• Represents STAR in community organizations and professional associations.

Skills Needed

• Demonstrated knowledge of state and federal examination processes.
• Highly detail oriented and analytical.
• Demonstrated skills working with statistical techniques.
• Excellent verbal and written communication skills and the ability to effectively communicate across all organizational levels complex information.
• Organizational skills to manage on demand requests, projects and daily duties.
• Presentation and communication skills across large and small groups, including live presentations.

In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage Flexible Dependent Care Account Health Savings Account (with employer contributions) Prescription Drug Plan Employee Wellness Initiatives (physical/mental/financial) Health Management Reimbursement Program Short Term/Long Term Disability Life Insurance Tuition Reimbursement Competitive Pay and Bonus Program 401k (with employer match) Generous Paid Time off including 10 1/2 holidays.

** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.