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 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...SeniorWork at officeFlexible hours
$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
- Huntington National Bank in Columbus, Ohio is seeking a Wealth and Investment Portfolio Manager III to manage complex investment portfolios. The role involves monitoring investment performance, client relations, and providing strategic recommendations. The ideal candidate...SeniorWork at officeFlexible hours
- 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
$140k - $160k
Clear Investment Group is seeking a Senior Regional Property Manager in Columbus, Ohio. This position will oversee multiple multifamily properties while... ...revenue, and coaching a team of property staff. This hybrid role requires regular travel throughout Ohio and offers...Senior- 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...SeniorRemote jobWork at office
- 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
- Senior Investment Advisor Provides exemplary client service as the client‑facing investment expert for Private Bank clients. Focused on growing AUM through... ...and develop an Investment Policy Statement for each portfolio tied to each client’s financial plan. Ensure the construction...SeniorBank staff
- ...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,...
- UMB Bank is seeking a Credit Portfolio Manager to oversee a portfolio of Business and Small Business Banking loans in Columbus, Ohio. The successful candidate will manage the portfolio and conduct annual reviews along with loan renewals and modifications. Ideal applicants...Senior
$90.23k
...journey. Where your co-workers are invested in you and your success.... ...CDM Smith is seeking a Senior Financial Analyst to join our... ...as required. #LI-LP2 #LI-HYBRID Qualifications • Bachelor... ...diverse as the needs of our clients. CDM Smith Inc. and its divisions...SeniorH1b- Nationwide Mutual Insurance Company is seeking an Investment Analyst based in Columbus, OH. The position supports portfolio management, trading, and risk functions. Candidates should have a degree in finance or economics, with strong analytical and communication skills....
- EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients, applying deep knowledge across various tax areas. Responsibilities... .... The position includes a comprehensive benefits package and a hybrid work model. #J-18808-Ljbffr EYSenior
- ## Wealth and Investment Premier Portfolio Manager - Sr.Applyremote type: Officelocations: Columbus, OH... ...Investment Premier Portfolio Manager - Senior manages small/medium and less complex... ...accounts based on the needs of the client/beneficiary and the associated investment...SeniorWork at officeRemote workWork from homeFlexible hours
$61.5k - $110k
Northwest-Bank is looking for a Commercial Portfolio Manager to oversee the bank's commercial loans in Columbus, Ohio. This role requires a strong background in financial analysis and credit risk assessment to ensure compliance with policies and regulations. The ideal candidate...Senior$62.31k - $90.76k
CREDIT PORTFOLIO MANAGER (OVERLAND PARK, KS OR AURORA, CO) As the Credit Portfolio Manager, you will manage an assigned portfolio of Business... ...modifications. This is a credit based position, does not have client contact. How you will spend your time: Analyze business and...Local areaFlexible hours- ...lead the footwear industry with a diverse portfolio of iconic brands, including Topo Athletic... ...best foot forward. General Summary The Senior Financial Analyst, FP&A plays a critical... ...offerings at Stride with Flexibility: We offer hybrid and remote work opportunities, giving you...SeniorRemote jobHome office
$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 role...SeniorHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$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- ...professional services firm is seeking a Senior in Indirect Tax who will advise on regulatory... ...with teams, and learning through client interactions. Candidates must have a Bachelor... ...may require travel and offers a flexible, hybrid work environment with competitive compensation...SeniorFlexible hours
$93k - $189k
...: The Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management... ...renewals, etc., as applicable. As applicable, attend client calls (virtual or in-person) with Relationship Management and...Work at officeRemote workWork from homeFlexible hours- ...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
- 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"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to...Work at officeRemote workWork from homeFlexible hours
- 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
- 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 to...Work at officeRemote workWork from homeFlexible hours
- ...Management Solutions, Portfolio Manager, Analyst/Associate... ...'s discretionary investment business, providing leverage for investment advisors and other front office... ...security activity in clients’ accounts Liquidating... ...realize their goals. Seniority level Seniority level...16 hoursFull timeWork experience placementRemote workShift work
- ...Columbus, Ohio, is seeking an experienced Audit Senior to lead financial statement audits. This... ...supervising staff and interacting with client management to deliver valuable audit... ...firm offers competitive compensation, a hybrid work model, and numerous benefits including...Senior
$103.7k - $126.88k
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Regular Full-Time Full Time OH - Worthington, Worthington, OH, US Salary Range: $103,700.00 To $126,875.00...SeniorFull timeWork at officeAfternoon shift
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