Job Description

TRUST INVESTMENT OFFICER

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

Position Summary

The Trust Investment Officer (TIO) plays a critical role within Dunham Trust’s Investment Services team, leading direct client engagements and overseeing sophisticated investment portfolios across a wide range of asset classes. This role requires a seasoned professional with strong investment acumen, client relationship expertise, and the ability to contribute to strategic decision-making in committee settings. The TIO will also lead the development of investment reporting materials for both internal and board-level oversight.

This is a highly collaborative, high-impact position that reports directly to senior leadership and partners closely with Trust Officers and Associates, Business Development, Compliance, and Operations teams.

Key Responsibilities

Client Investment Management

• Serve as the lead investment officer for assigned client accounts, including direct communication and relationship management with clients, beneficiaries, financial advisors, and external partners.
• Conduct regular portfolio reviews and performance evaluations aligned with investment objective and fiduciary guidelines.
• Oversee complex investment portfolios including due diligence on public securities, private equity, private debt, real estate, and alternatives.

Investment Committee

• Prepare board-level investment reports and presentation materials for Trust Investment Committee.
• Participate in Dunham and Associates Investment Counsel (DAIC) quarterly asset allocation meetings and manager monitoring.

Operational Oversight

• Supervise onboarding of client investment accounts and coordinate third-party account setups.
• Maintain and review cost basis, valuation, and performance data in portfolio systems (Orion, Salesforce, and other platforms).
• Support the strategic allocation process within DTC’s internal investment programs, including rebalancing, tactical adjustments, and model oversight.

Investment Servicing & Fiduciary Oversight

• Monitor investment portfolios for compliance with trust provisions and regulatory requirements.
• Maintain documentation of fiduciary reviews and delegated advisor oversight.
• Track and coordinate activities related to private investments: capital calls, distributions, valuations, and registration changes.

Qualifications & Experience

• Experience: 5–10 years in financial services or wealth management with client-facing investment responsibilities.
• Education: Bachelor’s degree in finance, economics, accounting, or related field. CFP®, CFA®, or CTFA® designations are a plus.
• Technical Skills: Intermediate to advanced Excel; experience with Orion, Salesforce, and/or comparable investment and CRM platforms. Mind mapping software experience helpful.

Core Competencies

• Exceptional verbal and written communication.
• Demonstrated ability to build trust and rapport with high net worth clients and financial professionals.
• Analytical and detail-oriented approach to portfolio oversight and fiduciary compliance.
• Strong organizational and project management skills with ability to manage multiple priorities.
• Collaborative mindset with a proactive approach to problem-solving and service delivery.

Additional Information
This is a full-time salary, in-office role based in Reno, Nevada. Remote or hybrid arrangements are not available at this time.
Visa sponsorship is not available for this position.

Salary commensurate with experience:  $80,000–$110,000 annually (bonus potential)

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare

Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits!

401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

Job Tags

Full time, Temporary work, Work at office, Remote work, Flexible hours,

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