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
- Job Summary 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. Responsibilities Monitor investment performance and recommend strategy...Suggested
- 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
- Jobtailor seeks an experienced Private Wealth Manager in Dallas to lead investment relationships and assets in alignment with client objectives. You will focus on client retention and drive Net Portfolio growth while collaborating with PWM teams. Ideal candidates have...Suggested
- Summary The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles...Suggested
- ...Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing,... ...sales/relationship management experience in banking, investment management, or insurance products and services...Work at officeRemote workWork from homeFlexible hours
- ...Description Summary The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... .../relationship management experience in banking, investment management, or insurance products and services...Work at office
- Overview The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles...
- Huntington National Bank in Dallas is seeking an experienced investment professional to manage medium to large, complex portfolios aligned with client objectives and corporate investment goals. You will monitor performance and adjust strategies in collaboration with clients...
- Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm in Dallas, Texas. This role focuses on designing, implementing, and monitoring client investment portfolios aligned with their goals, working closely with the Investment...
- 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
- ...in Syracuse, NY seeks a Senior Associate - Investments to support the Regional CIO and Investments AVP. You will monitor portfolios, construct portfolios for M&A pricing, generate... ...ideas, and perform due diligence on asset managers. Candidates should have 4–6 years in...
$98k - $127k
...Position Summary The Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio, proactively... ...increased deposits and cash management, and cross sell into Wealth Management and Personal banking Negotiate credit transactions...Temporary workWork at officeLocal areaFlexible hours- ...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
- Huntington National Bank is seeking a CRE Portfolio Manager III in Dallas, Texas. This role focuses on managing and deepening profitable customer relationships by assessing and mitigating risks within the Commercial Real Estate portfolio. Responsibilities include credit...
- Huntington National Bank in Dallas, Texas, is seeking a CRE Portfolio Manager III responsible for managing and retaining profitable customer relationships within the Commercial Real Estate sector. The role involves evaluating risks and opportunities, underwriting quality...Work at officeRemote workFlexible hours
- 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
- ...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
- ...experiencedPortfolio Managerto join our growing wealth management firm. This role is ideal for an investment professional who values discipline, collaboration... ...-term perspective. Learn more at The Role The Portfolio Manager is responsible for the design, implementation...
- Busey Bank seeks a Commercial Portfolio Manager II in Dallas to proactively manage a loan portfolio, perform financial analysis, monitor credit... ...through debt and deposits, and collaborate with Wealth Management and Personal Banking teams. #J-18808-Ljbffr Busey...
- .... Job Overview We are seeking a Lead Portfolio Manager to join the Portfolio Management Department... ...for Saudi Aramco’s diversification investments and joint ventures. Your primary role... ...in Private Equity, Sovereign Wealth Funds, Direct Industrial Investments,...Permanent employmentFull timeRelocationRelocation package
- 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
- Huntington National Bank is seeking a CRE Portfolio Manager III in Dallas, Texas, responsible for managing commercial portfolio risks and optimizing customer relationships. Candidates should have a Bachelor's degree and 12+ years of related experience in commercial lending...
$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- Huntington Bank is seeking a Private Bank Wealth Advisor III in Dallas to manage a high-net-worth client Wealth Plan, develop new business, and coordinate specialists to deliver a comprehensive wealth strategy. The role emphasizes asset growth, loans, and deposits while...
- The Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager, developing, delivering, and managing a high-net-worth client’s Wealth Plan. You will coordinate with specialists to fulfill the plan and grow assets under management...
- ...Group are teams within Controllers that support the Asset & Wealth Management Division within the firm through oversight of complex private... ...preferred Prefer CA with experience in the alternative investments /private funds market and process management desired Basic...
- ...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...
- ...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
- Lincoln Property Company is looking for an Investment Manager in Dallas to oversee a diversified portfolio of 150-200 GP investments. The ideal candidate will have over 7 years of experience in real estate portfolio management, strong problem-solving abilities, and a knack...
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