Senior Wealth & Investment Portfolio Manager
Huntington Bank
A leading financial institution is seeking a Wealth and Investment Portfolio Manager III in Cincinnati, OH. The role involves managing complex investment portfolios to meet client objectives, actively monitoring performance, and offering strategic recommendations. The ideal candidate will have at least 5 years of investment-related experience and a Bachelor's Degree. This full-time position requires a blend of in-office work with potential for flexible arrangements, promoting collaboration and community within the team. #J-18808-Ljbffr
- ...A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....SeniorWork at officeFlexible hours
- A major financial institution is seeking a qualified Wealth and Investment Portfolio Manager III in Cincinnati, Ohio. The successful candidate will manage complex investment portfolios, ensuring alignment with both client and corporate objectives. Responsibilities include...SeniorRemote jobFlexible hours
- ...Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. Duties & Responsibilities Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the...SuggestedWork at officeRemote workWork from homeFlexible hours
- ...solutions, as well as trust, brokerage, wealth management and insurance services, all designed... ...In this role, you will participate in portfolio construction and ongoing portfolio management... ...developing new business by promoting investment management services. PREFERRED...SeniorLocal area
- ...Truepoint Wealth Counsel, LLC is seeking a Family Office Financial Planner in Cincinnati, Ohio. The role involves delivering expert financial planning analysis to family office clients, collaborating with wealth advisors, and leading special projects. Candidates should...SeniorWork at officeRemote work
- ...Australia-Employment is seeking an experienced Senior Wealth Advisor to join our dynamic team in Cincinnati, OH. You will cultivate and maintain high-net-worth client relationships, providing tailored financial solutions and advice to help clients achieve their financial...SeniorRemote workFlexible hours
- ...A financial services company in Cincinnati is looking for a Private Bank Wealth Advisor II, responsible for developing and managing high-net-worth clients' Wealth Plans. Key duties include client relationship management, providing exceptional service, and acquiring new...SeniorWork at officeRemote workFlexible hours
- ...Fifth Third in Cincinnati, Ohio is seeking a Senior Portfolio Manager - Team Lead to manage transactions and business portfolio tasks within the Tax Credit Lending team. The role involves overseeing a team, reviewing and recommending credit decisions, and engaging in...Senior
$111.61k - $131.3k
...Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the... ...account retention to meet Net Portfolio growth objectives of the... ...client relationships for Private Wealth Management (PWM). Basic Qualifications...Temporary workWork experience placementLocal area$48k - $100k
...financial services company is looking for a Financial Advisor in Cincinnati, Ohio. You will deliver comprehensive financial planning and wealth strategies while building and maintaining client relationships. This role requires FINRA Series 7 & 66 registrations and at least 5...Senior- ...A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...SeniorRemote work
$96.5k - $207.5k
A financial institution is seeking a Commercial Senior Portfolio Manager in Cincinnati, Ohio. This role involves managing a complex portfolio, collaborating with relationship managers, and providing credit recommendations. Candidates should have at least 8 years of experience...Senior$96.5k - $207.5k
.... Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and the business portfolio. PMs are expected to be intimately...SeniorWork at office$96.5k - $207.5k
GENERAL FUNCTION The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures,...SeniorWork at office- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...Senior
$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years of experience in wealth management. The advisor will build a team to meet client needs and is expected to drive...Senior- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking loans. This role involves in-depth financial analysis, management of portfolios, and strong collaboration with internal teams...Senior
- ...Private Banker in Cincinnati, OH. The role involves providing banking services and advice to established clients while managing relationships within Wealth Banking Services. Candidates should have ten years of experience in private wealth management and a Bachelor's...SeniorWork at office3 days per week
$150k - $220k
...Senior Wealth Advisor $150000 - $220000 per year | Oakbrook Terrace, IL | On‑Site | Permanent... ...comprehensive financial planning and investment management services to individuals, families,... ...be expected to manage and grow a portfolio of high‑net‑worth clients, providing...SeniorPermanent employmentLocal areaRemote workFlexible hours- ...Overview The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is responsible for developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and surplus portfolios with...SeniorWork experience placementWork at office
- Aspen Careers, LLC is seeking a Senior Trust & Estates Attorney for a prestigious law firm... ...on sophisticated estate planning, wealth transfer, and fiduciary matters while working... ...in trust & estates, strong project management skills, and a collaborative mindset. A competitive...Senior
- ...As a key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning... ...developing proactive observations and recommendations, along with managing existing client relationships. This role has no new business...SeniorWork at office
- A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth... ...of 8 years of experience in financial planning or wealth management, along with exceptional interpersonal and communication skills....SeniorRemote work
- A financial services provider is seeking a Wealth Planner to deliver high-quality financial planning for clients with a net worth of... ...designation, and at least 8 years in financial planning or wealth management. The position promotes a combination of in-office and flexible...SeniorRemote jobWork at officeFlexible hours
- ...seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations... ..., working in close partnership with Wealth Managers and internal teams. This position... ...not have primary responsibility for investment strategy decisions, it requires a deep...Work at office
- ## Fixed Income Portfolio ManagerApplylocations: Cincinnati... ....**GENERAL FUNCTION:**Manages fixed income assets... ...strategies across Wealth & Asset Management, as... ...Operates within established investment policy guidelines... ...efforts. May assist more senior Fixed Income Portfolio...Work at office
- J.P. Morgan in Cincinnati is seeking a Private Banker to join its U.S. Private Bank. This role involves managing client relationships, providing expert financial advice, and generating new business. Candidates should have at least six years of experience in Private Banking...Senior
- ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking... ..., including tax and estate planning, investment management, and asset allocation.... ...resolve inquiries, and ensure client portfolios remain aligned with their financial objectives...SeniorFlexible hours
- ## Senior Investor Relations ManagerApplylocations: Cincinnati, OHtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR101401-The Senior Investor Relations Manager will support the CEO, CFO, and other executives with research, presentations, and analysis...SeniorTemporary workWork at officeLocal areaFlexible hours
- General Electric Credit Union is seeking a Relationship Banking Manager to lead a dedicated team delivering personalized financial services to high-net-worth members. This role involves recruiting and coaching specialists, managing member relationships, and driving growth...Senior
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