JOB DESCRIPTION JOB TITLE: Investment Officer LAST UPDATE: 10/07/2026 LOCATION: Lisle, ILREPORTS TO: Managing Director of AWTM EXEMPT: Yes SALARY: $130,000-$150,000 per year GENERAL PURPOSE The Investment Officer is responsible for the day-to-day management of assigned client portfolios within the business, with a focus on delivering consistent investment performance, excellent client service, and strong client retention. RELEVANT BACKGROUNDS Candidates may come from a range of settings, including bank trust departments, trust companies, asset management firms, registered investment advisors (RIAs), and regional or national wealth management firms.