Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth & Investment Portfolio Manager III

Huntington Bank

  • # Wealth & Investment Portfolio Manager IIIApplyremote type: Officelocations: Birmingham, MItime type: Full timeposted on: Posted Todayjob requisition id: R0073387# **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.### About Us*Welcome to Huntington!*At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better.And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact.Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking.Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to* *View email address on click.appcast.io*
  • J-18808-Ljbffr Huntington Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Portfolio Manager III in Birmingham, MI vacancy
  • Description 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... 
    Suggested
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Birmingham, MI
    2 days ago
  • Huntington Bank is seeking a qualified Wealth and Investment Portfolio Manager III to manage medium to large portfolios, ensuring alignment with client and corporate investment objectives. A successful candidate will monitor investment performance and provide strategic... 
    Suggested

    Huntington Bank

    Birmingham, MI
    3 days ago
  • Huntington Bancshares, Inc. is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. The position focuses on managing medium to large investment portfolios and requires significant client interaction to monitor performance and strategize... 
    Suggested
    Flexible hours

    Huntington Bancshares, Inc.

    Birmingham, MI
    2 days ago
  • $120k - $135k

     ...CIBC, please visit CIBC.com ( What you'll be doing The Portfolio Manager primary purpose is to ensure objectives related to credit underwriting...  ...like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and... 
    Suggested
    Remote work

    CIBC

    Birmingham, MI
    3 days ago
  •  ...a vertically integrated single-family investment platform that partners with investors to...  ...nationwide. With thousands of properties under management, Marketplace works with investors...  ...managed real estate investment portfolio. Overview As a Portfolio Manager,... 
    Suggested
    Work at office

    MarketPlace Management Inc

    Southfield, MI
    1 day ago
  • $85k - $100k

     ...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor...  ...implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities...  ...of trading; partner with the Portfolio Management team to approve and... 
    Local area

    Focus Partners LLC

    Southfield, MI
    4 days ago
  • $85k - $100k

     ...Position Summary Focus Partners Wealth is seeking an Associate Wealth...  ...implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary...  ...fundamentals of trading. Partner with the Portfolio Management team to approve and execute... 
    Work at office
    Local area

    Focus Financial Partners Inc.

    Southfield, MI
    3 days ago
  • Job Summary The Portfolio Manager is responsible for managing the project portfolio for a specific Business Unit or group within tkMNA. The Portfolio Manager is an important conduit between IT and the Business Unit or group and should have a bird's eye view of all of its... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work

    ThyssenKrupp Materials NA

    Southfield, MI
    4 days ago
  •  ...their IP/Trademark team. Responsibilities include drafting and reviewing trademark applications, conducting searches, and managing trademark portfolios. The ideal candidate will have over 3 years of experience in an IP law firm, a strong understanding of IP law, and... 

    Elite Sourcing

    Birmingham, MI
    3 days ago
  • $85k - $100k

     ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team...  ...implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities...  ...of trading. Partner with the Portfolio Management team to approve and... 
    Local area

    Focus Partners Wealth

    Southfield, MI
    5 days ago
  • $105k - $250k

     ...families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to...  ...include Develop a high-quality wealth management practice that provides a personalized...  ...services, including financial planning, investment management, insurance, and estate planning... 
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Royal Oak, MI
    4 days ago
  • $105k - $250k

    Citizens Bank is seeking a Wealth Advisor in Royal Oak, Michigan, to help clients attain their financial goals through personalized wealth management strategies. This branch-based position requires a minimum of 2 years of experience, relevant financial licenses, and strong... 
    Flexible hours

    Citizens Bank

    Royal Oak, MI
    4 days ago
  • $60k - $75k

    Marketplace Homes is looking for a Portfolio Manager in Southfield, MI, to oversee and maximize the ROI of clients' single-family rental (SFR) investment portfolios. The role requires strong analytical skills and experience in real estate. Key responsibilities include... 

    Marketplace Homes

    Southfield, MI
    4 days ago
  • $85k - $100k

    Focus Partners in Southfield, Michigan is looking for an Associate Wealth Advisor to join a planning-centric team. This role involves creating personalized wealth advice and working closely with Wealth Advisors to enhance client relationships. Responsibilities include... 

    Focus Partners

    Southfield, MI
    5 days ago
  • $85k - $100k

    Focus Financial Partners is seeking an Associate Wealth Advisor to create personalized wealth advice and enhance client...  ...Advisors in financial planning across retirement, risk management, tax, estate, and investment strategies. The ideal candidate has a Bachelor’s degree... 

    Focus Financial Partners

    Southfield, MI
    2 days ago
  • $85k - $100k

    Focus Partners Wealth is looking for an Associate Wealth Advisor to join their team in Southfield, Michigan. This position focuses on...  ...Responsibilities include developing financial plans and implementing investment strategies. The ideal candidate will have a Bachelor’s degree,... 

    Focus Partners Wealth

    Southfield, MI
    1 day ago
  • $60k - $75k

    Marketplace Homes, LLC in Southfield, MI, is seeking a full-time Portfolio Manager to oversee its SFR investment portfolio. You will manage strategic decisions and maximize ROI by reporting on performance, maintaining client relationships, and monitoring property conditions... 
    Full time
    Work at office

    Marketplace Homes, LLC

    Southfield, MI
    3 days ago
  • Marketplace Homes in Southfield is seeking a Portfolio Manager to oversee our client's SFR investment portfolio. You will be responsible for reporting on performance, building client relationships, and monitoring properties. The ideal candidate has over 5 years of experience... 

    Marketplace Homes

    Southfield, MI
    4 days ago
  •  ...strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑edge...  ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and... 
    Full time

    JPMorganChase

    Bloomfield Hills, MI
    4 days ago
  • $50 - $60 per hour

     ...PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to choose which... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Birmingham, MI
    more than 2 months ago
  •  ...Advisor to provide financial planning and advice to individuals and families. You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities include building client relationships, demonstrating integrity, and educating clients... 

    Aumni

    Waterford, MI
    2 days ago
  •  ...in Bloomfield Hills, Michigan, offering financial planning and personalized investment solutions. Ideal candidates have at least 2 years in financial advising with strong relationship management skills. You will build and maintain client relationships while aiming to... 

    Aumni

    Bloomfield, MI
    2 days ago
  •  ...Ops is a woman-owned business experienced in defense program management, federal acquisitions, business development, engineering, analysis...  ...or any other characteristic protected by law. Purpose The Portfolio Manager - UAS is responsible for managing and growing the company... 
    Full time
    Work at office

    Mettle Ops

    Madison Heights, MI
    4 days ago
  •  ...to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in St. Clair Shores, MI. PNC is an in-...  ...planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Fraser, MI
    3 days ago
  • $72.1k - $87.8k

    Position Overview Location: Flower Mound, TX or Norwalk, CT or Itasca, IL or offices in Canada. The Portfolio Manager is responsible for managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle... 
    Contract work
    Casual work
    Work at office
    Flexible hours

    Mitsubishi HC Capital America, Inc.

    Auburn Hills, MI
    4 days ago
  • The Portfolio Planning Manager is responsible for developing strategic analyses and business recommendations that maximize Stellantis market share...  ...opportunities, and improve profitability while optimizing investment. Success in this role requires the ability to transform... 
    Work experience placement
    Work at office

    Stellantisfinancialservices

    Auburn Hills, MI
    5 days ago
  • Citizens Bank is looking for a Wealth Advisor based in Sterling Heights, Michigan. The Wealth Advisor will work in a branch environment...  ...growth. Responsibilities include creating tailored wealth management plans, enhancing client relationships, and collaborating with various... 

    Citizens Bank

    Sterling Heights, MI
    2 days ago
  • Citizens in Sterling Heights, Michigan, is looking for a Wealth Advisor to develop tailored financial plans and enhance client...  ...growth. Your role will involve proactive outreach and managing client portfolios. Required qualifications include Series 7 & 63 licenses, at... 
    Full time
    Monday to Friday

    Citizens

    Sterling Heights, MI
    1 day ago
  • A wealth management firm is seeking a Financial Advisor to assist high-net-worth individuals in achieving their financial goals. The role...  ...includes developing client relationships, recommending tailored investment products, and engaging in training to promote personal... 
    Day shift

    National Black MBA Association

    Auburn Hills, MI
    4 days ago
  •  ...Michigan. This role involves working closely with high-net-worth clients to identify their financial needs and deliver tailored investment solutions. The ideal candidate will have current financial licenses and relevant experience in the financial services industry. Comprehensive... 

    Bank of America

    Bloomfield Hills, MI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Investment Portfolio Manager III. Be the first to apply!