Wealth and Investment Portfolio Manager II
Huntington National Bank
Description Summary: The Wealth and Investment Portfolio Manager II 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. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. #J-18808-Ljbffr Huntington National Bank
- Job Overview The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Responsibilities Works closely with the Trust...SuggestedWork at officeFlexible hours
- Huntington National Bank is seeking a Wealth and Investment Portfolio Manager II to oversee small to medium portfolios within Trust accounts, aligning investments with client goals and objectives. This role requires market awareness, strong client service, and collaboration...SuggestedWork at officeFlexible 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- 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 calls...SuggestedWork at officeFlexible hours
- 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- The Huntington National Bank is seeking a Wealth and Investment Portfolio Manager II to oversee trust portfolios in Columbus, OH. The role focuses on monitoring performance and aligning strategies with client objectives, within an exempt, office-based environment. Ideal...Work at office
- 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...Remote jobWork at office
- 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
- Join to apply for the Wealth Management Solutions, Portfolio Manager, Analyst/Associate role at JPMorganChase 1... ...for Private Banking's discretionary investment business, providing leverage for investment... ...Quantitative Analyst I or II, Equities or Senior Quantitative Analyst...16 hoursFull timeWork experience placementRemote workShift work
$61.5k - $110k
Overview The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and... ...Construction Loan experience is desirable. Portfolio Manager II or III will be determined based on the candidate's knowledge...Interim roleWork at officeRemote workMonday to Friday- Northwest Consumer Discount Company is seeking a Portfolio Manager II or III to monitor commercial loans to ensure compliance with credit policies. This role requires strong financial analysis and risk assessment capabilities, as well as the ability to effectively communicate...Remote workMonday to Friday
- Huntington Bank in Columbus, OH seeks a Private Bank Wealth Advisor II to act as the primary client relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans. The role emphasizes asset growth, client service excellence, and coordination...
- Description The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...sales/relationship management experience in banking, investment management, or insurance products and services...Work at officeRemote workWork from homeFlexible hours
$61.5k - $110k
Northwest Bank in Columbus, Ohio is looking for a Commercial Portfolio Manager responsible for monitoring the Bank's commercial loans and ensuring compliance with credit policies and regulations. This role involves financial analysis, customer engagement, and collaboration...Remote job- 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
- ...Business Manager Are you someone who excels in influencing outcomes and implementing... ...organization? Join J.P. Morgan's Asset & Wealth Management Operations team as a Business... ...directly to the Lead Business Manager for Investment Product Operations Business Management...
- Fifth Third in Columbus, Ohio is seeking a Wealth Management Advisor II to serve as a trusted advisor for private bank clients, helping them achieve their wealth goals. Responsibilities include developing client relationships, ensuring service standards, and collaborating...
- Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive Wealth Plans. You will coordinate with specialists to fulfill client needs and focus on assets under management, loans, and...Remote job
- Join to apply for the Asset & Wealth Management - Portfolio Management Manager role at JPMorganChase Job Description: Join a dynamic team dedicated... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial...
$24 - $33.65 per hour
...near our office in Chandler, AZ! The Mortgage Wire Desk Analyst II will be responsible for assisting the Treasury department with... ...comply with policy and procedure. Also participate in treasury/cash management initiatives and projects, such as bank account management,...Work experience placement- ...Investment Professional At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional...Work at officeLocal areaRemote workMonday to Friday3 days per week
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy...Full timeH1b$155.6k - $306.8k
As a Manager in Investment Wealth Management, you will help organizations define strategic priorities, solve complex business issues, and drive large-scale transformation initiatives. This role involves working with senior leaders and cross-functional teams to shape growth...Full timeVisa sponsorship- ...by supporting asset-based lending and portfolio growth. Securities Based Lending Analyst... ...Experience supporting asset and wealth management clients Familiarity with federal and local... ...00 years and today we are a leader in investment banking, consumer and small business banking...Work at officeLocal area
- ...Executive Director, Authorization Risk Management The Executive Director will be responsible... ...including waterfall revenue across all portfolio treatment Collaborate with senior... ...cards, mortgages, auto financing, investment advice, small business loans and payment...
$70k - $95k
...financial status. Research economic trends and investment opportunities. Determine procurement of... ...whose primary businesses include asset management, mortgages, real estate transactions and... .... Guided by a leadership team with a wealth of industry experience and guided by a...Work experience placementWork at office- ...System of Ohio is seeking a Securities Operations Specialist I or II responsible for executing securities transactions within policy... ...engage in processing and researching corporate actions, daily investment transactions, and coordinating with brokers. This position requires...
$103.7k - $126.88k
...Daily journal entries; roll forward and reconcile all general ledger account balances Maintain other schedules necessary to manage specific needs of VAR Customers Review Accounts Receivable past due invoices with VAR Customer for payment status, potential issues...Full timeWork at officeAfternoon shift$27 - $33.5 per hour
...Closer II Fully Remote Columbus OH OH330 - Columbus, OH 43219 Overview Salary Range $27.00 - $33.50 Hourly Position Type Full... ...three years experience in loan closing Proficient time management Effective communication skills Essential Job Functions include...Hourly payFull timeContract workRemote work- ...Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Senior Wealth Advisor at WealthBridge...
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