Wealth & Investment Portfolio Manager III
Huntington Bancshares, Inc.
Summary Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities 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. Performs other duties as assigned. 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) Workplace Type Office Certain 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. #J-18808-Ljbffr
- ...Wealth & Investment Portfolio Manager III page is loaded## Wealth & Investment Portfolio Manager IIIremote type: Officelocations: Indianapolis, INtime type: Full timeposted on: Posted Todayjob requisition id: R0071738# **Description****Summary:**Huntington is looking for...SuggestedWork at officeRemote workWork from homeFlexible hours
- ...Huntington Bank is seeking a Wealth & Investment Portfolio Manager III to manage complex investment portfolios in Indianapolis, IN. This full-time position requires a Bachelor's degree and at least 5 years of experience in Investments/Analyst roles. The candidate will...SuggestedFull timeWork at officeRemote work
- ...Huntington Bancshares, Inc. is seeking a Wealth and Investment Portfolio Manager III in Indianapolis. The role involves managing medium to large portfolios while focusing on client and corporate investment objectives. Ideal candidates will have a Bachelor’s degree and...SuggestedWork at officeRemote workFlexible hours
$91.8k - $171k
...Street Job Family Group: Wealth Sales & Service Provides... ...sales and service to investment clients to deliver an exceptional... ...for all aspects of investment management and administration to ensure... ...business in the assigned portfolio / jurisdiction. Enhances...SuggestedContract workPart timeLocal areaShift work$91.8k - $171k
...Pennsylvania Street Job Family Group: Wealth Sales & Service This role... ...sales and service to investment clients to deliver an exceptional... ...all aspects of investment management and administration to ensure... ...business in the assigned portfolio/jurisdiction. Enhance presence...SuggestedContract workLocal areaShift work- ...First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. Responsibilities...Local areaFlexible hours
- ...First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. As part of this...Local areaFlexible hours
$77.9k - $199k
1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis... .../Function Trust/Wealth Management Position Type Regular... ...social responsibility and investing in our communities through... ...accountabilities include: Manage a portfolio of client relationships:...Full time- ...Indianapolis Corp. is looking for an experienced Vice President & Senior Portfolio Manager to manage investment portfolios and engage with clients. This critical role requires over 10 years of experience in wealth or portfolio management, with a strong focus on client...
- ...meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Sr. Manager within the Wealth & Product Risk & Governance (WP R&G) organization, you'll play a key role in enabling strategic product and offer initiatives...
- ...A leading financial institution in Indiana seeks a Wealth Advisor III to develop new client relationships through prospecting. The role involves managing a business pipeline, coordinating financial solutions, and becoming a partner to local teams. Candidates need a Bachelor...Local area
- ...First Merchants Corporation is looking for a Wealth Advisor III in Indianapolis, Indiana, to develop new client relationships and coordinate comprehensive financial solutions. This role involves managing a business pipeline and leveraging community connections. The ideal...
- ...Through Diamond Capital Management, the wealth management division of The National Bank of Indianapolis... ...and preserve wealth with customized portfolios, thoughtful strategies, and a culture... .... How You’ll Contribute Manage investment portfolios tailored to client goals and...Work at officeLocal area
- ...Bank of Montreal is seeking a Wealth Sales & Service professional in Indianapolis to provide exceptional service to investment clients. The role involves developing internal... ...of relevant experience, expertise in portfolio management, and a strong understanding of equity...
$150k - $200k
...POSITION OVERVIEW : The position of Senior Fixed Income Portfolio Manager at Winthrop Capital Management (WCM) is a senior level position... ...experienced Fixed Income Portfolio Manager to join and lead our investment team. The position requires a disciplined, organized, and...Part time$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy...Full timeH1b$25.93 - $41.43 per hour
...MORTGAGE LOAN CLOSER III WHAT IS THE OPPORTUNITY? The Mortgage Loan Closer III is able to draw loan documents, fund loans, and... ...Agent to finalize loan fees. Other duties as/or assigned by management. WHAT DO YOU NEED TO SUCCEED? Required Qualifications *...Hourly payWork at officeRemote work$122k - $167.75k
...International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Job Description: The Waste Portfolio Manager supports the Win Against Waste agenda by driving cross-functional coordination, portfolio management, and execution support across...Local areaRelocation package- ...Senior Portfolio Manager Qorvo supplies innovative semiconductor solutions that make a better world possible. We combine product and technology leadership, systems-level expertise and global manufacturing scale to quickly solve our customers' most complex technical...Work at officeRemote work
- ...Goelzer Investment Management, Inc is looking for an experienced Wealth Advisor to provide comprehensive financial guidance to high-net-worth individuals and families. This role entails strategic financial planning and personalized client engagement to help clients manage...
- ...Forvis Mazars, LLP in Indianapolis is looking for a Wealth Management professional to develop personalized financial strategies for high-net-worth clients. The candidate will assist clients in implementing and monitoring comprehensive wealth management strategies and engage...Flexible hours
- ...Old National Bancorp in Indianapolis is seeking a Private Wealth Advisor to enhance client relationships while providing financial and investment guidance. As a key member of the Wealth Group, you will engage with specialists and maintain an in-depth knowledge of market...
- ...strategy development. The ideal candidate holds a Bachelor's degree and possesses strong communication skills. This full-time position offers opportunities for growth through training and mentorship, with a structured path to becoming a wealth manager. #J-18808-Ljbffr...Full time
- ...A major financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis. The advisor will be responsible for acquiring and managing personal trust and investment client relationships, requiring strong analytical skills and a bachelor's degree...
- ...A leading financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This role involves acquiring new personal trust, estate, IRA, and investment management client relationships while providing advisory services to existing clients...
- ...Financial Group is seeking a results‑oriented Private Wealth Advisor to join our team. In this position, you... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Private Wealth Advisor at...
$62.31k - $90.76k
...CREDIT PORTFOLIO MANAGER (OVERLAND PARK, KS OR AURORA, CO) As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual...Local areaFlexible hours$70k - $140k
...Description Summary: Working with minimal supervision, the Commercial Portfolio Manager–Senior is responsible for managing assigned portfolio(s) and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM’s) in the areas...Work experience placementWork at office- ...Growth Own Your Future The Senior Client Manager provides efficient, professional, and courteous... ...ago Senior Regional Manager. Schwab Wealth Advisory Indianapolis, IN $133,400.00-$22... ...Client Manager General Manager III (Onsite Indianapolis, Indiana) Customer Success...Full timeWork at officeRemote workAfternoon shift
- ## AI Product and Portfolio Manager (On-Site, IN)Applylocations: Carmel, INtime type: Full timeposted on: Posted 2 Days Agojob requisition... ...portfolio visibility, and value realization needed to ensure AI investments are purposeful, measurable, scalable, and aligned to...
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