Senior Investment Advisor, Client Portfolios (Hybrid)
Nationwide Mutual Insurance Company
The Nationwide Mutual Insurance Company is seeking a Senior Investment Professional in Columbus, Ohio. This role involves managing relationships with complex client portfolios, driving investment solutions, and analyzing client objectives. The ideal candidate will have a Bachelor's degree in finance, significant experience in investments, and advanced analytical skills. A competitive salary package is offered with additional benefits including medical and 401(k). #J-18808-Ljbffr Nationwide Mutual Insurance Company
- Huntington Bank in Columbus, OH, is seeking a Wealth & Investment Portfolio Manager III to manage medium to large investment portfolios while ensuring client satisfaction and maintaining market knowledge. You will monitor investment performance and recommend strategies...SeniorRemote jobWork at office
$134k - $224k
...Institute in Columbus, Ohio seeks an individual for Client Advisory Services focusing on client portfolio management. Responsibilities encompass client... ...related field and 8-12 years of experience in finance/investments. Exceptional analytical and communication skills are...Senior- Northwest Consumer Discount Company is seeking a Portfolio Manager II or III to monitor commercial loans to ensure compliance with credit... ..., as well as the ability to effectively communicate with clients about their financial performance. The position offers an annual...SuggestedRemote workMonday to Friday
- Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication...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
- ...Bank is seeking a qualified candidate for the position of Wealth and Investment Portfolio Manager III in Columbus, Ohio. This role involves managing medium to large complex portfolios, ensuring client satisfaction and investment performance, and working alongside business...SeniorWork at office
$75k - $90k
...looking for a Healthcare Financial/Actuarial Senior Analyst in Columbus, Ohio. You will be... ...programs, engaging with vendors and client teams. The ideal candidate has 2+ years in... ...from $75,000 to $90,000 annually, alongside hybrid working options and a competitive benefits...Senior- CFA Institute seeks a Senior Investment Analyst to join their Private Placements team. This role... ...debt transactions, collaborating with the portfolio manager on market opportunities, and... ...position is based in Columbus, Ohio, with a hybrid work schedule of three days in-office...SeniorWork at officeRemote work
- ...FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank... ...the Wealth Management Advisor (WMA) to retain and... ...Statement (IPS) for each client portfolio tied to each client's... ...to achieve results. Senior Investment Advisor At Fifth...SeniorBank staff
- TELUS Digital is seeking a Senior Technical Product Lead located in Columbus, OH, who will play a critical role in our Product Delivery team. This hybrid position requires collaboration with various stakeholders to define and manage product requirements across multiple...Senior
$104k - $135k
...Columbus, OH, to oversee various projects from initiation to completion. The role involves managing schedules, budgets, and ensuring client satisfaction while leading project teams effectively. The ideal candidate will possess a Bachelor’s degree in a related field, a PE...Senior$76k - $125.3k
...career. With a diverse portfolio of interesting and challenging... ...for a wide range of clients and colleagues. This is... ...develop into a trusted advisor role to client. You... ...confidence to challenge senior colleagues and... ...led and leader‑enabled hybrid model. Our expectation...SeniorWork experience placementSummer holidayLocal areaFlexible hours- ...is looking for a Financial Relationship Banker in Columbus, OH. This role requires strong customer service and sales skills to help clients achieve their financial goals. Responsibilities include managing customer relationships, educating customers on banking technology,...
- ...Wealth Planner to deliver high-quality financial planning services to clients with a net worth of $1-10M. The role involves developing customized financial plans, collaborating with wealth advisors, and ensuring compliance with regulations. Ideal candidates will have a...SeniorRemote job
$61.5k - $110k
Northwest-Bank in Columbus, Ohio seeks a Commercial Portfolio Manager responsible for monitoring commercial loans and ensuring compliance with credit policies. This role involves close engagement with customers to evaluate their financial performance and risk ratings. The...Senior$110k - $120k
Pearson is seeking an experienced Commercial Portfolio Manager to oversee a portfolio of higher education courseware products in the Geosciences. The role focuses on commercial ownership and portfolio strategy while ensuring market alignment. Candidates should have strong...Senior$98.99k - $128.69k
AEP Service Corporation in Columbus, Ohio is seeking a Tech Business Analyst Principal (Portfolio Analyst). This senior strategic role involves analyzing technology investments across multiple business portfolios, working with Technology leadership and stakeholders to...Senior$106.5k - $177.5k
Nationwide Mutual Insurance Company is seeking a Senior Investment Analyst for its Private Placements Team in Columbus, Ohio. This position... ...placed debt transactions while monitoring a significant portfolio. The role requires a Bachelor's Degree, strong analytical skills...Senior- ...Wealth And Investment Portfolio Manager III Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager... ...Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the...Work at officeRemote workWork from homeFlexible hours
$125k - $255k
...**The Sr Treasury Management Portfolio Manager for Pricing leads the... ...Management (TM)organization. This senior leader oversees a portfolio... ...track product profitability, client behavior, and pricing... ...reporting and business cases for investment decisions.**Qualifications *Required...SeniorWork at officeRemote workWork from homeFlexible hours- ...Associate Director - Franchise is responsible for the management of a portfolio of commercial loans within the Franchise division. Primary... ...product renewals, etc., as applicable. As applicable, attend client calls (virtual or in-person) with Relationship Management and...Work at officeRemote workWork from homeFlexible hours
- ...The Director – Corporate, Specialty and Government PM is a senior portfolio management role. The Director is responsible for the management... ...product renewals, etc., as applicable. As applicable, attend client calls (virtual or in-person) with Relationship Management and...Work at officeRemote workWork from homeFlexible hours
- Inner Circle Agency Inc. is seeking an experienced Senior Financial Advisor (RIA) in Lexington, KY. The role involves managing and leading relationships with high-net-worth clients and delivering comprehensive financial planning. Required qualifications include 10+ years...Senior
- Ernst & Young Oman is looking for a Senior Technology Analyst to work on Oracle NetSuite ERP systems. The role involves interacting with clients, analyzing technology solutions, and providing implementation support. The ideal candidate has a Bachelor's degree and 2-4 years...Senior
- OhioX, Inc. in Columbus, Ohio, is seeking a Specialist in Investment Accounting to establish policies, prepare complex financial statements... ...or finance. CPA studies are desirable. The position offers a hybrid work environment, requiring office attendance two days a week....SeniorWork at office2 days per week
- Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality...Immediate startRemote workNight shift
- 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 office
- ...Ohio About OAK+ELM OAK+ELM is a boutique real estate investment firm with a handpicked commercial portfolio of assets across Ohio, Florida, and Jamaica. We... ...growth through strategic property acquisitions. This hybrid role is tailor‑made for someone who loves to solve problems...Flexible hours
$107k - $130k
...Assistant Vice President, Specialty Deposit Portfolio Manager Location: CA - San Diego,... ..., legal professionals, and fiduciary clients within the Juris Banking Division. The SDPM... ...managers, legal department, senior managing directorand clients as needed...$21.75 - $44.5 per hour
.... That's why we continuously invest in innovative ideas, such as... ...Job Description: The Client Engagement Specialist (CES) plays... ..., and consistency across the portfolio Monitoring/generating reports... ...service outcomes Hybrid Work Environment This position...SeniorHourly payContract workWork at officeLocal areaRemote workWorldwideShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor, Client Portfolios (Hybrid). Be the first to apply!
- investment advisor Columbus, OH
- investment consultant Columbus, OH
- senior cost analyst Columbus, OH
- senior development engineer Columbus, OH
- senior program specialist Columbus, OH
- senior manager quality engineering Columbus, OH
- senior software test automation engineer Columbus, OH
- senior design technologist Columbus, OH
- senior design verification engineer Columbus, OH
- senior director quality Columbus, OH

