Wealth & Investment Portfolio Manager III
Huntington Bank
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 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)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. #J-18808-Ljbffr
- 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...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
- Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to manage complex portfolios and provide tailored investment strategies. You will closely engage with clients to monitor performance and ensure alignment with their objectives. The ideal candidate...SuggestedRemote jobWork at office
$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... ...for all aspects of investment management and administration to ensure... ...grow business in the assigned portfolio/jurisdiction. Enhance presence...Contract workLocal areaShift work$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- Description 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....Local areaFlexible hours
- ...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...
- ...Vice President & Senior Portfolio Manager - Diamond Capital Management Through Diamond Capital Management, the wealth management division of The National Bank of Indianapolis... ...How You'll Contribute Manage investment portfolios tailored to client goals and...Work at officeLocal area
- 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
- 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...
$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- ...Information Assurance Specialist - III (Information Security Analyst) Indianapolis, Indiana, United States Barbaricum is a... ...Information Security Analyst) to support cybersecurity compliance, risk management, and authorization activities for Department of Defense (DoD)...For contractors
- ...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
$63.75k - $75k
...Job Title Portfolio Administration Manager Job Description Summary Responsible for managing a group of employees and monitoring all day-to-day activities of the members of their team within a geographical and/or functional area that supports the operations of...Minimum wageFlexible hours$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- ...Openlane Portfolio Service Manager At OPENLANE we make wholesale easy so our customers can be more successful. We're a technology company building the world's most advanced—and uncomplicated—digital marketplace for used vehicles. We're a data company helping customers...Temporary workWork at officeImmediate start
$48k
...Inv Strat Tm Wealth Advisor Job Locations US-IN-Indianapolis... ...Trust/Wealth Management Position Type Regular... ...to social responsibility and investing in our communities through volunteering... .... Manage a portfolio of client relationships:...Base plus commissionFull time- ...Pointe Advisors in our Bellevue, WA office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing... ...advising clients relative to their wealth management, investment, and financial planning needs Proactively...Work at office
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team... ...principles in the practice of financial investment, life coaching and planning strategies.... ...Trust's approach to client counsel. Manages an affluent client base by interpreting...Work at officeLocal areaNight shift
- ...an experienced and relationshipdriven Wealth Advisor to deliver comprehensive... ...blends strategic financial planning, investment management, and deep personal engagement to help... ...Serve as the primary advisor to a portfolio of HNW clients, building longterm, trustbased...
- ...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...
$60k
...Old National Bank in Indianapolis is seeking a Private Wealth Advisor to develop relationships and provide financial guidance... ...clients. This role involves engaging with specialists and managing investment portfolios to meet client goals. The ideal candidate has a bachelor’s...Base plus commission$100k
...Senior Wealth Advisor We are seeking a Senior Wealth Advisor... ...join our boutique, high-touch investment advisory firm focused on... ...Provide holistic, tailored wealth management strategies to high-net-worth... ...planning. Manage client portfolios with a disciplined...$73.8k - $218.8k
...transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with... ...-specific challenges and regulations. You Are As a Portfolio Dispositioning Associate Manager, you will guide organizations...Work experience placementLive inWork at officeLocal areaShift work$67.31k
...federal regulations. Additionally, this position aids both internal and external customers align with agency goals for sound financial management of all resources Location: This position is with INDOT's Central Office location. Salary Statement: The salary for...Full timeContract workWork experience placementWork at officeLocal area$119.6k - $199.4k
...Job Description Summary As the Portfolio Manager, you will need to demonstrate accountability for functional, business, and broad company objectives within Gas Power. You will be responsible for the profitability and customer satisfaction for assigned contracts and...Contract workRemote workVisa sponsorshipWork visaRelocation package- ...Vantage Point Consulting Inc. is seeking a Technology Projects Portfolio Leader to manage high-impact network and infrastructure initiatives across multiple programs. This senior leadership role requires 15+ years of experience in IT program management, focusing on delivery...
- ...of the system. Job Description: At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for...Full timeWork at officeFlexible hours
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