Wealth & Investment Portfolio Manager, Trusts
Huntington National Bank
Huntington National Bank is seeking a Wealth and Investment Portfolio Manager II to oversee small to medium portfolios within Trust accounts, aligning investments with client goals and objectives. This role requires market awareness, strong client service, and collaboration with internal teams. The position emphasizes monitoring performance, recommending Huntington strategies, and staying current with market trends. Office-based with potential flexible work arrangements; exempt status applies. #J-18808-Ljbffr Huntington National Bank
- The Huntington National Bank is seeking a Wealth and Investment Portfolio Manager II to oversee trust portfolios in Columbus, OH. The role focuses on monitoring performance and aligning strategies with client objectives, within an exempt, office-based environment. Ideal...SuggestedWork at office
- Job Overview The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Responsibilities Works closely with the Trust...SuggestedWork at officeFlexible hours
- Description Summary: The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works...SuggestedWork at officeRemote workWork from homeFlexible hours
- DescriptionSummary: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...SuggestedWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. seeks a Wealth and Investment Portfolio Manager III to manage complex investment portfolios and work closely with clients. The role involves monitoring investment performance and collaborating with business development staff for joint sales calls...SuggestedWork at officeFlexible hours
- Description 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...Work at officeRemote workWork from homeFlexible hours
- The Huntington-Bank is seeking a Wealth and Investment Portfolio Manager III in Columbus, Ohio, who will manage complex portfolios based on client investment goals. This role involves closely monitoring investment performance, providing exceptional customer service, and...Remote jobWork at office
- Summary Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. Duties & Responsibilities Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to...Work at officeWork from homeFlexible hours
- Join to apply for the Wealth Management Solutions, Portfolio Manager, Analyst/Associate role at JPMorganChase... ...for Private Banking's discretionary investment business, providing leverage for... ...across our investment management and trust portfolios. The Portfolio Manager...16 hoursFull timeWork experience placementRemote workShift work
- ...Business Manager Are you someone who excels in influencing outcomes... ...? Join J.P. Morgan's Asset & Wealth Management Operations team as... ...performance, and serve as a trusted advisor to executive... ...the Lead Business Manager for Investment Product Operations Business Management...
$99k - $266k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the...Full timeH1b$126.82k - $149.2k
...One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...on wealth and estate planning, investments, banking, credit, insurance, charitable... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...and Responsibilities Job Summary The Fund Manager will be responsible for monitoring,... ...Cash Management Analyze cash needs of the investment funds and prepare required capital calls... ...Communication, Respect, Expertise, Accountability, Trust, Innovation, Inclusion & Growth , will...Work experience placementWork at officeLocal area
$126.82k - $149.2k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...holistically on wealth and estate planning, investments, banking, credit, insurance,... ...wealth and estate planning, and trust services to frame, acquire, and...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$126.82k - $149.2k
...Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...holistically on wealth and estate planning, investments, banking, credit, insurance, charitable... ..., wealth and estate planning, and trust services to frame, acquire, and retain...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$95.5k - $195.4k
...work with life moments, you're trusted to deliver results and make an... .... That's why we continuously invest in innovative ideas, such as AI... .... We are seeking a Tax Manager with deep expertise in estate,... ...preserve, manage, and transfer wealth efficiently while aligning with...Work at officeLocal areaRemote workWorldwide- ...boost productivity. As a Product Portfolio Operations Manager in Data and Analytics, you will lead... ...programs and approaches. Serve as a trusted advisor and advocate for end users, ensuring... ...cards, mortgages, auto financing, investment advice, small business loans and...Shift work
- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH... ...international wealth management institution to recruit an exceptional... ...Advisor, you will serve as a trusted partner to high-net-worth... ...planning tools, and world-class investment strategies, you will empower...Full timePrivate practice
- U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to... .... You will leverage expertise in investments, banking, wealth and estate planning,... ...clients. The role emphasizes building a trusted advisory relationship, networking, and...
- Fifth Third in Columbus, Ohio is seeking a Wealth Management Advisor II to serve as a trusted advisor for private bank clients, helping them achieve their wealth goals. Responsibilities include developing client relationships, ensuring service standards, and collaborating...
- Join to apply for the Asset & Wealth Management - Portfolio Management Manager role at JPMorganChase Job Description: Join a dynamic team dedicated... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...
- ...Investment Professional At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional...Work at officeLocal areaRemote workMonday to Friday3 days per week
$166k - $249k
...fiduciary capabilities. Build and maintain trusted relationships by simplifying complex... ...comprehensive plans integrating investment management, estate planning, tax strategies, and... ...Degree preferred. Experience: 10-15 years Wealth management, including financial...Full time- JPMorganChase in Columbus, Ohio is seeking an Asset Manager to oversee a portfolio of closely held assets, providing asset management services for privately owned businesses held within trusts and estates. Responsibilities include conducting due diligence, performing annual...
- ## Trust Real Estate Asset ManagerApplyremote type: Officelocations: Columbus, OHtime type: Full timeposted on: Posted... ...id: R0073246# **Description*** Analyze, advise, manage and report on a portfolio of investment real estate assets within Huntington’s Private Bank policies...For contractorsWork at officeRemote workWork from homeFlexible hours
- JPMorgan Chase & Co. in Columbus seeks an experienced Asset Manager for CHAM who will oversee 75-120 closely held assets within trusts and estates, conducting reviews, valuations, and due diligence. You will lead complex initiatives, mentor junior staff, prepare client...
$155.6k - $306.8k
As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth...Full timeVisa sponsorship- ...by supporting asset-based lending and portfolio growth. Securities Based Lending Analyst... ...Experience supporting asset and wealth management clients Familiarity with federal and local... ...00 years and today we are a leader in investment banking, consumer and small business banking...Work at officeLocal area
- ...Executive Director, Authorization Risk Management The Executive Director will be responsible... ...including waterfall revenue across all portfolio treatment Collaborate with senior... ...cards, mortgages, auto financing, investment advice, small business loans and payment...
$103.7k - $126.88k
...Daily journal entries; roll forward and reconcile all general ledger account balances Maintain other schedules necessary to manage specific needs of VAR Customers Review Accounts Receivable past due invoices with VAR Customer for payment status, potential issues...Full timeWork at officeAfternoon shift
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