Investments Department Support Manager

Investments Department Support Manager – First Bank

Overview: The FBIP Department Support Manager will be a main point of contact for the Investments team with various initiatives, including serving as a liaison between the team and corporate partners. This role will manage projects and other critical tasks.

• Fostering company partner relationships and serving as the primary contact within the investment division and other company partners.
• Creating and distributing monthly and quarterly financial reports, including but not limited to AUM, production revenue, and investment referral tracking.
• Maintaining and developing P&L data and reports by working with the Finance and Accounting departments.
• Supporting the hiring process by managing the new hire and onboarding process for new Investment team members, coordinating documents with the HR team, the new hire, and management.
• Organizing team meetings as well as larger department events.
• Developing current procedures and establishing new practices to support the ongoing growth of the investment division.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school degree or GED required.
• College degree preferred but not required.
• 3+ years of experience supporting a sales team or organization with a focus on coordinating reports and overall documentation.

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to demonstrate the highest level of ethical behavior and confidentiality, maintaining confidentiality with sensitive information.
• Respectful demeanor toward associates and managers, promoting a positive and professional work environment.

Mid‑Senior Level

Full‑time

Information Technology

First Bank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. First Bank will not pay fees to any third‑party agency or company that does not have a signed agreement as an approved vendor. First Bank is an Equal Opportunity Employer, including disability.