Senior Portfolio Manager, Fixed Income & Wealth Growth
WesBanco Bank Inc.
WesBanco Bank Inc. in Cincinnati, Ohio, is seeking a Portfolio Manager to oversee portfolio construction and management. The role involves keeping informed of economic trends and preparing presentations for clients. A Bachelor's degree in Business or Finance and significant experience in portfolio management are required. Ideal candidates will also have strong communication skills, preferably holding a CFP or CFA designation. This position is integral to both maintaining client relationships and driving business development. #J-18808-Ljbffr WesBanco Bank Inc.
$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years... ...meet client needs and is expected to drive business growth. A Bachelor's degree is required, and a hybrid...Senior- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....SeniorWork at officeFlexible hours
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- ...Consultant to provide expert financial guidance and build lasting client relationships. The role offers opportunities for professional growth within a nurturing and innovative culture. This position requires a valid FINRA Series 7 license and a commitment to client success...Senior
- General Electric Credit Union is seeking a Relationship Banking Manager to lead a dedicated team delivering personalized financial... ...coaching specialists, managing member relationships, and driving growth through strategic initiatives. The ideal candidate will have extensive...Senior
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- ...planning and investment management services to... ...experienced and motivated Senior Financial Advisor to join... ...to manage and grow a portfolio of high-net-worth clients... ...meetings throughout the wealth planning process to... ...clients. Support the growth of new client...SeniorLocal areaRemote workFlexible hours
- ...or full-time roles, offering uncapped commission and significant income potential. You will identify client needs, educate on protection... ...support system, rapid promotion paths, and a culture focused on accountability and growth. #J-18808-Ljbffr Legendary Allen AgencyRemote jobFull timePart timeFlexible hours
- Wealth and Investment Portfolio Manager III page is loaded## Wealth and Investment Portfolio Manager IIIremote type: Officelocations: Cincinnati, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0067698# **Description****Summary:**Huntington is looking...Work at officeRemote workWork from homeFlexible hours
- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...Senior
- Four Pillars Talent is seeking a Senior Manager / Manager for Fixed Asset Accounting in Cincinnati. This position involves overseeing accounting activities... ...of GAAP. A competitive salary with bonuses and opportunities for growth are offered. #J-18808-Ljbffr Four Pillars TalentSenior
- A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing... .... This firm offers a dynamic work environment with opportunities for growth. #J-18808-Ljbffr CorientSeniorWork at office
- ...firm in Covington, KY, is searching for a Property Manager to oversee their growing commercial real estate portfolio. The role involves managing multiple properties,... ...competitive benefits and opportunities for professional growth. #J-18808-Ljbffr Corporex Companies, LLCSenior
$48k - $100k
...financial services company is looking for a Financial Advisor in Cincinnati, Ohio. You will deliver comprehensive financial planning and wealth strategies while building and maintaining client relationships. This role requires FINRA Series 7 & 66 registrations and at least 5...Senior- ...Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) The Vice President,... ...portfolios with the primary goals of income generation and capital preservation. The... ...will partner with the public Securitized Fixed Income team with respect to both...Work experience placementWork at office
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- ...OH Summary In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge... ...training in a timely manner. Knowledge of fixed income securities and their inclusion in an investment portfolio...Full timeWork at office
$118.17k - $144.43k
## PWM Portfolio ManagerApplylocations: Cincinnati, OHtime type: Full... ...One.## **Job Description**Manages individual and/or trust account... ...retention to meet Net Portfolio growth objectives of the company.... ...client relationships for Private Wealth Management (PWM).**Basic...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing on client retention, and developing strong relationships. Candidates should have a Bachelor's degree and at least 10 years of investment...Senior
$105k - $140k
Senior Manager / Manager - Fixed Asset Accounting / Lease Accounting Base Salary: $105,000 to $140,000 + 10-25% Target Bonus I’m partnering with a... ...accounting and finance organization and offers strong long-term growth potential. This role will oversee fixed asset accounting...SeniorWork at officeRemote work- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...SeniorRemote work
- First Financial Bank is seeking a Wealth Advisor to serve as the primary point of contact for Wealth clients. This role involves maintaining... ...and developing new ones, along with structuring investment management strategies based on clients' financial situations. The ideal...
- ...opportunity? As a Senior Financial Associate,... ...direction. At RBC Wealth Management, your career progression... ...analyses of client portfolios. Research recommendations... ...Promote business growth programs and services... ...Working knowledge of fixed income products, equities, mutual...SeniorFull timeWork at officeFlexible hours
$82.1k - $172.5k
Fifth Third Bank is seeking a CRE Construction Loan Portfolio Manager II to provide risk analysis on commercial real estate transactions. This role involves rigorous review of loan documentation and ensures adherence to Bancorp policies while managing construction risks...Senior- Fifth Third Bank, N.A. in the United States seeks a CRE Construction Loan Portfolio Manager II to analyze risk for complex commercial real estate projects, oversee disbursements, and coordinate reviews with LOB and Credit Risk partners. You will manage budgets, draws, and...SeniorBank staff
- Atlantic Union Bank is seeking a Credit Portfolio Manager III in a hybrid role (KY/TN) to underwrite and manage complex Wholesale Banking loans and relationships. You will collaborate with Relationship Managers, CPMs, and the Team Leader to deliver credit solutions and...Senior
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