Wealth and Investment Portfolio Manager III
Huntington Bancshares, Inc.
Description Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees. Basic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: Yes (not eligible for overtime pay) Workplace Type: Office Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. #J-18808-Ljbffr Huntington Bancshares, Inc.
- ## Wealth and Investment Portfolio Manager IIIApplyremote type: Officelocations: Dallas Uptowntime type: Full timeposted on: Posted Todayjob requisition id: R0071841# **Description*** Manages medium/large and complex portfolios based on client and corporate investment objectives...SuggestedWork at officeRemote workWork from homeFlexible hours
- Huntington Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios for high-net-worth clients in Dallas. You will monitor investment performance, devise strategies, and collaborate with business development to drive client success...Suggested
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- ...financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI... ...re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In this...SuggestedWork experience placementLocal areaWorldwideFlexible hours
$185k - $300k
...About this role: Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SuggestedFull timeWork experience placementWork at office- ## Private Bank Wealth Advisor IIIApplyremote type: Officelocations: Dallas... ...**The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible... ...management experience in banking, investment management, or insurance products...Work at officeRemote workWork from homeFlexible hours
- Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives... ...account retention to meet Net Portfolio growth objectives of the... ...client relationships for Private Wealth Management (PWM). Requirements...Work experience placement
- ...leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base... ...of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations...
- Goldman Sachs Bank USA seeks a Head of Asset Management in Dallas, TX to join the Urban Investment Group (UIG) Asset & Wealth Management team within Real Estate.... ...acquisitions of affordable and workforce housing portfolios. UIG has committed over $25 billion to create...Contract workWork at office
- ...leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base... ...of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations...Work experience placement
- ...Program Officers and Grants Managers provides guidance and support... ...process for multiple philanthropic portfolios, ensuring alignment with... ...experience in fiduciary and investment operations, accounting, paralegal... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...Local area
- ...think outside the box? Associates on the Wealth Management Risk Team will gain exposure and... ...and by providing access to innovative investment ideas and opportunities. PWM professionals... ...analyze current and proposed client portfolios from a risk and suitability perspective...Work at office
$98k - $127k
...Commercial Portfolio Manager IIThe Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio... ..., increase deposits and cash management, and cross sell into Wealth Management and Personal banking.Negotiate credit transactionsService...Temporary workLocal areaFlexible hours- ...Group are teams within Controllers that support the Asset & Wealth Management Division within the firm through an oversight over complex private... ...preferredPrefer CA with experience in the alternative investments /private funds market and process management desiredBasic knowledge...Work at office
- ...traditional and alternative investments, we provide clients around the... ...pension plans, sovereign wealth funds, insurance companies,... ...strategies that make sense for their portfolios Thought Leaders , providing... ...Business Controls and Risk Management function in Richardson (...Work experience placement
- Asset & Wealth Management, Marcus US Deposits Business Controls & Risk Management, Associate -... ...together traditional and alternative investments, we provide clients around the world with... ...strategies that make sense for their portfolios Thought Leaders , providing timely...Full timeWork experience placementWork at office
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our... ...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your...Full timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy...Full timeH1b- Huntington Bancshares, Inc. is seeking a knowledgeable CRE Portfolio Manager III to deepen and retain profitable customer relationships while managing associated business risks. This role requires experience in credit quality and commercial portfolio management. The ideal...Remote jobWork at officeFlexible hours
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- ...in the search for a Senior Portfolio Analyst to join its Dallas-based... ...analytical, systems-minded investment professional who thrives at... ...intersection of portfolio management, trading, investment operations... ...within an RIA, private wealth management firm, multifamily...Work at office
- ...safeguarding assets through independent scrutiny of financial information. The Controller function collaborates with Asset & Wealth Management and oversees private funds, including valuation reviews, fund launches and liquidations, and cross-divisional reporting with auditors...
- Goldman Sachs is seeking an Associate in Dallas to support the Controllers function within Asset & Wealth Management. You will review fund valuations and NAVs, assist with financial reporting, and support launches and liquidations while coordinating with auditors and fund...
$133.5k - $217k
State Farm Investment Planning Services (IPS) team is expanding and is seeking a Portfolio Manager/Associate Portfolio Manager in its State Farm Investment Management unit (SFIM... ...of experience in asset management and/or wealth management, focusing on asset allocation,...H1bWork at officeImmediate startWork from home$130.9k - $206.25k
...of yourself. Because our number one investment is you.Creating an award-winning culture... ...main purpose of this job is to manage and service a portfolio of commercial customers, including expanding... ...Commercial Banking Portfolio Manager III and Senior job and contemplates a...Full timeShift work- ...superior client experience Responsible for all client investment related matters Develop portfolio allocation strategies for client family and related... ...Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers...
- ...As a Financial Advisor III , you will work with... ...retirement planning, investments, etc.), and you’ll get... ...new business while also managing and maintaining existing... ...experience, with portfolio management, security analysis... ...Planner, Certified Wealth Strategist, or other...
- ...Description: This job is responsible for managing the most complex specialty asset portfolios, including farm and ranch land,... ...mineral assets held in trusts, estates, and investment management accounts on Bank of America's wealth management platform. This role requires...Contract workWork at officeShift workDay shift
- ...Group are teams within Controllers that support the Asset & Wealth Management Division within the firm through an oversight over complex private... ...preferred Prefer CA with experience in the alternative investments /private funds market and process management desired Basic...Full timeTemporary work
- Busey seeks a Commercial Portfolio Manager II to proactively manage a loan portfolio in Dallas, ensuring adherence to credit policy while performing... ...The role emphasizes relationship growth, cross-selling into Wealth Management and Personal Banking, and delivering sound credit...
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