Wealth and Investment Portfolio Manager III
Huntington Bank
- # 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. 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) (**No** = eligible for overtime pay)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.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.### About Us*Welcome to Huntington!*At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better.And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact.Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking.Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit
- J-18808-Ljbffr Huntington Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth and Investment Portfolio Manager III in Dallas, TX vacancy
- 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- Texas Capital Bank is seeking a Sr. Portfolio Manager to own the underwriting process for Private Wealth credit requests, working with Analysts, Associates and Relationship Managers to assess risks and drive opportunities from initial review to close with minimal oversight...Suggested
- Texas Capital Bank, headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and Relationship Managers to evaluate risks and identify cross-sell opportunities. You will drive...Suggested
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...Suggested
- Frost is seeking a Financial Advisor III to help clients build financial plans, provide sound advice, and proactively market Frost... ...their financial goals. You will focus on retirement planning, investments, and related services while working within Frost's 150+ year legacy...Suggested
- 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...Full timeWork experience placementWork at office
- A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...can expect to participate in exciting investment opportunities while collaborating with... ...Platform Management OverviewThe Alternatives Portfolio Management Group is dedicated to...
- ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line... ...Capital Bank. This position will support the Private Wealth line of business within the bank. The Portfolio Manager owns...Work at office
- ...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... ...J.P. Morgan Asset & Wealth Management delivers industry-...Local area
- ...Location: Dallas -DAL Areas of Interest: Portfolio Management Pay Transparency Salary Range: Not... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking...Local area
- ...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...Work experience placementLocal areaWorldwideFlexible hours
- 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...
- ...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
- ...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
- ...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...
$99k - $266k
...The Opportunity As an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while confirming compliance. Within our Tax practice, you will focus on validating...H1b- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their... ...and Self-Directed - our digital investing platform. The combined business has ~$... ...preferred Ability to understand complex portfolio data, and verbalize the message in a simple...Work at officeRemote workFlexible hoursNight shift
- Frost in Dallas seeks a Wealth Portfolio Management Analyst I to analyze portfolio performance and holdings, ensuring adherence to strategic objectives. You will compile and present data to support investment recommendations to portfolio managers and manage client portfolios...
- ...Program Director Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives. Key responsibilities include: Strategic planning: Program...
- ...Portfolio Manager – Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas... ...If you're a lending professional ready to grow your career with a company that genuinely invests in its people. #J-18808-Ljbffr...
$120.76k - $228.82k
...required by law. Job Description The Portfolio Director is responsible for financial governance... ...effective stewardship of government-funded investments. The successful candidate will oversee portfolio financial management processes, including budget development,...- ...accounting and administration of ~21 investment and private equity... ...fund level expenses, accruals, management fees, and advisory service fee Review the fund portfolios valuation and calculate fund NAVs... ...will become property of Tolleson Wealth Management and that Tolleson...
- ...Role type: Portfolio Manager Quantity of resources: 1 Resource will need experience and insights into the enterprise capital process to support the capital planning process for the business and partner with IT. They will also need experience managing the business, Ops...
- ...PlainsCapital Bank is seeking to hire a Loan Portfolio Manager . The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio Management. The typical...Bank staffWork at officeRelocation packageWeekend work
- ...professionally in the personal financial management business. Ability to work... ...enabled them to amass great wealth. Led by family-office... ...Our vast network of unique investment opportunities, an... ...account statements across a portfolio of funds and SPVs spanning private...Work 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...
- ...are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically:... ...Allocations to investors Detailed management and tracking of portfolio company financings Cash flow management and forecasting...Work at officeLocal areaFlexible hours
- ...A leading private equity real estate investment firm is seeking an experienced Fund Controller to join its Dallas-area team. The ideal candidate... ...Controller will oversee day-to-day fund accounting operations, manage financial reporting in accordance with GAAP or applicable...
$76.45k - $198.55k
...yourself. Because our number one investment is you. Creating an award-... ...with a team of Relationships Managers, this position is responsible... ...for managing and servicing a portfolio of commercial customers,... ...Banking Portfolio Manager I, II, III, and Senior job and...Full timeShift work$86.36k - $101.6k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include:...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth and Investment Portfolio Manager III. Be the first to apply!
Related searches
- wealth management advisor Dallas, TX
- wealth management consultant Dallas, TX
- wealth manager Dallas, TX
- investment executive Dallas, TX
- investment sales manager Dallas, TX
- impact investment manager Dallas, TX
- investment manager Dallas, TX
- investment accounting manager Dallas, TX
- investment director Dallas, TX
- director investment banking Dallas, TX



