Wealth and Investment Premier Portfolio Manager - Sr.
Huntington National Bank
Description Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account. Responsible for ongoing customer service and relationships with internal colleagues. Must keep current on related market trends. Performs other duties as assigned. Basic Qualifications Bachelor's Degree 5 years of related experience 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. #J-18808-Ljbffr Huntington National Bank
- Huntington National Bank seeks a Wealth and Investment Premier Portfolio Manager - Senior in Cincinnati, Ohio, to manage small/medium Trust portfolios. The role involves monitoring investment performance, ensuring alignment with clients' investment objectives, and fostering...SeniorRemote jobWork at officeFlexible hours
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- 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
- Overview 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- Dormont Manufacturing Co in Cincinnati, Ohio is seeking a qualified Wealth and Investment Portfolio Manager III to manage complex investment portfolios. This role involves direct client interaction, monitoring investment performance, and working closely with business development...Remote jobWork at officeFlexible hours
- U.S. Bank in Cincinnati, Ohio is seeking an experienced investment professional to manage client accounts and enhance client relationships. Candidates should have a strong background in investment management and at least 10 years of relevant experience. The role involves...Senior
$111.61k - $131.3k
...from 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 placement$63k - $154k
Summary The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts... ...analysis including accounts receivable, inventory, real estate and investments. Run credit reports and gather/analyze KYC information....SeniorWork at officeRemote workWork from homeFlexible hours- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...Senior
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager located in Cincinnati, Ohio. The successful candidate will manage complex credit portfolios and engage directly with clients while ensuring robust risk management practices. This role requires at least...Senior- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing... ...Candidates should have a Bachelor's degree and at least 10 years of investment experience. A hybrid work schedule is offered along with...Senior
- ...Third Bank. GENERAL FUNCTION: Manages fixed income assets for one... ...fixed income strategies across Wealth & Asset Management, as needed... ...Operates within established investment policy guidelines providing investment... ...more senior Fixed Income Portfolio Managers with major accounts....Work at office
$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- ...Openings: 1 Job Title: Wealth Advisor Full or Part... ...a leading Registered Investment Advisor (RIA) firm dedicated... ...comprehensive wealth management services to... ...and manage investment portfolios tailored to clients' risk... ...to our clients through premier national partnerships...Full timePart timeWork at office
$93k - $189k
Huntington Bank is seeking a Corporate Banking Director for Portfolio Management in Cincinnati, OH. This senior role involves managing a portfolio of commercial loans, underwriting quality, and collaborating with various internal partners. The ideal candidate will have...Senior$150k - $220k
...Senior Wealth Advisor $150000 - $220000 per year | Oakbrook Terrace, IL | On‑Site... ...comprehensive financial planning and investment management services to individuals, families, and... ...will be expected to manage and grow a portfolio of high‑net‑worth clients, providing them...SeniorPermanent employmentLocal areaRemote workFlexible hours$63k - $154k
Huntington National Bank is seeking a Senior Commercial Portfolio Manager - Equipment Finance in Cincinnati, Ohio. The role involves analyzing and monitoring credit worthiness, underwrite loans, and conduct financial statement analysis. The ideal candidate should have a...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- 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 jobFlexible hours
- 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
- 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
$220k - $250k
...apply. The Senior Director, Wealth Enablement & Operations is a... ...role within the Wealth Management division, reporting directly... ...financial services, banking, investment advisory, trust, brokerage,... ...components, including CRM, portfolio management, performance reporting...SeniorWork experience placementInternshipWork at officeLocal area- ...is seeking a Tax Advisor to deliver sophisticated tax planning and preparation services. This role is crucial in our holistic wealth management approach, collaborating with Wealth Advisors and Financial Planners to optimize clients’ financial outcomes. The ideal candidate...Senior
- ## Portfolio ManagerApplylocations: Cincinnati, OHtime type: Full timeposted on: Posted Yesterdayjob... ...requisition id: JR101449-The Portfolio Manager ensures consistent application of... ...and reports to ensure accuracy of investment performance, delivery progress, and risk...Temporary workWork at officeRemote workRelocationFlexible hours
- ...Portfolio Manager The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a complex and growing book of Independent Power Producer (IPP) relationships, with a focus on supporting continued revenue...Contract workTemporary work
- # **Description****Summary:**The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing... .../relationship management experience in banking, investment management, or insurance products and services...Work at officeRemote workWork from homeFlexible hours
- ...The Wealth Advisor will serve as the primary point of contact with the Wealth client... ...in order to structure a goals-based investment management strategy and financial plan. Essential... ...within client accounts. Coordinates unique portfolio requirements or client situations with...
$143.91k - $169.3k
...PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Cincinnati... .... Builds a team of Banking, Trust and Investment professionals around client that meets... ...handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing and enhancing complex client relationships by ensuring exceptional service delivery, effective communication...Contract workWork at office
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