Institutional Asset Management & Trust Advisor
Huntington
Job Title Client-Facing Responsibilities Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers Manage and grow a personal book of business serving sophisticated institutional clients Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner Growth and Internal Partnership Lead pipeline development and reporting, ensuring visibility into institutional opportunities across our footprint Wholesale institutional capabilities internally, becoming a go-to resource for commercial teams, regional partners, and business verticals across the bank Represent the institutional team on road shows and cross-functional initiatives, building endorsements and referral relationships throughout the organization Basic Qualifications Experience working with corporate and non-profit boards and investment committees Proven ability to manage competing priorities while sustaining and growing client relationships Strong communication skills - both client-facing and internally Collaborative mindset with a willingness to travel as needed Bachelor's degree in business or a related field Preferred Qualifications Established network of internal and external contacts Strong analytical and strategic planning abilities Deep knowledge of go-to-market strategy specific to asset management and internal capabilities Proven high sales performance and client relationship growth Excellent communication, negotiation, and presentation skills Strong analytical and strategic planning abilities CFA, CAIA, or AIF designation preferred but not required Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Workplace Type: Office Our Approach to Office Workplace Type 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 Huntington
- ...client-focused professional in Columbus, Ohio, to build relationships with corporate and non-profit boards while managing a personal book of institutional clients. The ideal candidate will demonstrate strong communication skills and an analytical mindset, with a Bachelor...SuggestedWork at officeRemote workFlexible hours
- ...passion for estate, gift, and trust taxation and accounting and looking... ...Preparation & Compliance: Manage and prepare federal and state... ...to clients and their advisors on estate, gift, and trust matters... ...meticulous financial records, track asset basis, and ensure accurate...SuggestedWork at officeLocal areaFlexible hours
- ...of services, solutions and assets across Strategy & Consulting... ...clients reinvent and build trusted, lasting relationships. We measure... ..., Song and Industry X Management Consulting?professionals... ...within regulated financial institutions, mapping them to tangible business...SuggestedLive inWork at officeLocal area
- A tax and consulting firm in Westerville, Ohio is seeking an experienced Estates & Trusts CPA to manage comprehensive tax compliance, fiduciary accounting, and provide strategic advisory services. Ideal candidates will have an active CPA license, at least 5 years of relevant...SuggestedWork at office
$105.1k - $192.6k
.... Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will the... ...CPA or JD Certified Member of the Institute for Professionals in Taxation Certified... ..., society and the planet, while building trust in capital markets. Enabled by data, AI...SuggestedSummer holidayLocal areaFlexible hours- ...Title Insurance Co in Ohio is seeking a detail-oriented Escrow Officer who thrives in a fast-paced environment. The role involves managing escrow accounts for residential and commercial transactions and ensuring the accurate handling of escrow funds. Ideal candidates will...
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies equity, fixed income...
- ...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading... ...emotion. Job Summary: As an Internal Client Advisor within our financial advisory team, you will be instrumental...
$112k - $186k
...Nationwide's vision is to be the most trusted, most caring and most... ...Nationwide Investments team manages approximately $130 billion and... ...superior results. The asset management team is responsible... ...investments with well-established, institutional managers who have proven...Full timeTemporary workPart timeCasual workWork at officeRemote work- J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients... ...our clients. Job Summary As a Client Advisor with JP Morgan Asset Management, you... ...to building and maintaining trust. Job Responsibilities Partner with Generalist...Local area
$147.4k - $336.8k
...clients from our most venerable institutions to dynamic new entrants... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...financial institutions are trusted and flourish, and the global... ...your credibility as a trusted advisor. Building client relationships...Summer holidayFlexible hours$90.3k - $165.4k
...clients from our most venerable institutions to dynamic new entrants... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...financial institutions are trusted and flourish, and the global... ...to job function as a trusted advisor and role model for our people...Summer holidayFlexible hours$65k
Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client... ...and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every...Full time- ...FUNCTION: Serves as the trusted advisor and team coordinator to simplify... ..., private banking, risk management, and trust services. Ensures... .... Client Experience: Institutes habits that ensure coordination... ...on needs, segmentation, asset allocation, and risk management...Work experience placementPrivate practiceWork at office
- A major financial institution is seeking a Director of Asset Management in Columbus, OH, to oversee a team responsible for tax credit investments and loans. This role requires significant experience in tax credit investment management, particularly LIHTC. The Director will...Remote job
- A leading financial services firm is seeking a Client Advisor in Columbus, Ohio, to build long-term relationships with financial advisors, especially within the Edward Jones network. This role entails partnering with advisors, providing sales coverage, and consulting on...
- A leading financial institution in Ohio seeks a Director of Asset Management to oversee a team managing tax credit investments. The ideal candidate will have a Bachelor’s degree and at least 10 years of experience in Tax Credit investment, with a strong focus on asset...Remote jobWork at officeFlexible hours
- Join to apply for the Asset & Wealth Management - Portfolio Management Manager role at JPMorganChase... ...calls with JPMorgan Wealth Management Advisors Work with the estates team to manage... ...JPMorganChase, one of the oldest financial institutions, offers innovative financial...
- A financial institution is seeking a Director of Asset Management in Columbus, OH. The role involves overseeing a team managing tax credit investments and community development loans, primarily focusing on LIHTC. The ideal candidate will have extensive experience in asset...Remote job
- ...Risk Management - Multi Asset Investment Risk Manager - Vice President Join a high-impact team... ...JPMorganChase, one of the oldest financial institutions, offers innovative financial... ...Asset Management provides individuals, advisors and institutions with strategies and...
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading... ...with less emotion. Job Summary As an Internal Client Advisor within our financial advisory team, you will be...
- Overview JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment... ..., Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and...Worldwide
$106.5k - $177.5k
...Nationwide's vision is to be the most trusted, most caring and most... ...Support Portfolio Manager primarily in research and trading... ...relative value, sector analysis, asset class dynamics and portfolio... ...participate in the STEM OPT extension program. #J-18808-Ljbffr CFA InstituteTemporary workCasual workWork at officeRemote work$84.9k - $91.35k
...Position Overview The Asset & Configuration Mgmt Lead directs lifecycle management of hardware and software assets so inventories, configurations, and licenses... .... ~ Ability to obtain and maintain a Public Trust investigation and to work in a U.S.‑only federal IT...Contract workWork at office- ..., construction, and property management expertise to specialize in multifamily... ...150 projects and managing assets exceeding $1.75 billion. Our... ..., contractors, and legal advisors to ensure timely and... ...presentations, with the ability to build trust and maintain productive...Temporary workFor contractorsH1bLocal areaFlexible hoursShift work
$185.76k - $334.32k
...Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends... ...opportunities and position transformation-led engagements Trusted advisor who can guide clients through modernization journeys, aligning...Minimum wageFull timePart timeLocal areaImmediate startRemote work- General Function Serves as a trusted advisor and team coordinator,... ...investments, private banking, risk management, and trust services. Ensures... .... Client Experience Institutes habits that ensure coordination... ...based on needs, segmentation, asset allocation, and risk management...Work experience placementWork at office
- Wealth Management Advisor II General Function Serves as the trusted advisor and team coordinator to simplify complexity for Private... ...objectives. Client Experience Institutes habits that ensure coordination... ...based on needs, segmentation, asset allocation, and risk management....Work experience placementPrivate practiceWork at office
$70k - $140k
...risks with Threat and Vulnerability Management, Vulnerability SDLC, Zero Trust, or the Network Cybersecurity... ...control portfolio Act as a trusted advisor to your customer, helping work... ...a Category 3 or higher financial institution ~ CISSP, CISM, CISA, GIAC, CIPP/...Work at officeRemote workWork from homeFlexible hours- ...build stronger portfolios, for institutions, intermediaries and... ...best for them. As a Financial Advisor Services Analyst within JPMorgan... ...opportunities, establishing and managing client relationships, educating... ...on projects spanning all asset classes. Required Qualifications...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Institutional Asset Management & Trust Advisor. Be the first to apply!
- asset protection manager Columbus, OH
- senior asset manager Columbus, OH
- asset finance Columbus, OH
- entry level asset management Columbus, OH
- asset management Columbus, OH
- asset clerk Columbus, OH
- asset management intern Columbus, OH
- asset protection associate Columbus, OH
- fixed asset accountant Columbus, OH
- digital asset coordinator Columbus, OH

