Wealth and Investment Portfolio Manager III
Huntington-Bank
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 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 Degree5 or more years of Investments/Analyst experienceExempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)YesWorkplace 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.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. #J-18808-Ljbffr
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....SuggestedWork at officeFlexible hours
- 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...SuggestedRemote jobFlexible hours
- ...independent perspective in underwriting and managing complex Wholesale Banking loans and... ...Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management... ...interaction. Credit Portfolio Manager III is expected to be a subject matter expert...SuggestedTemporary workWork experience placement
- Overview The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and... .../relationship management experience in banking, investment management, or insurance products and services...SuggestedWork at officeRemote workWork from homeFlexible hours
- 0101 The Huntington National Bank is seeking a Private Bank Wealth Advisor III based in Cincinnati, Ohio. This role is responsible for managing and developing high-net-worth clients' Wealth Plans while providing exceptional client service. The ideal candidate will have...Suggested
- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...Work at officeRemote workFlexible hours
- # **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
- A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial...Work at officeFlexible hours
$111.61k - $131.3k
...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 placementLocal area- ...solutions, as well as trust, brokerage, wealth management and insurance services, all designed... ...In this role, you will participate in portfolio construction and ongoing portfolio management... ...developing new business by promoting investment management services. PREFERRED...Local area
- General Function Manages fixed income assets for one or more 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
- ...Fifth Third in Cincinnati, Ohio, is seeking a Mortgage Cash Recon Researcher III to process complex cash research and adjustments for various financial products. The ideal candidate will have at least 7 years of mortgage banking experience and strong skills in customer...
- 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...
$96.5k - $207.5k
...Senior Portfolio Manager - Tax Credit Lending Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Senior Portfolio Manager...- ...contributing to the teams' success as well as the organization. Job Purpose This position partners with and supports up to two Portfolio Managers in the day-to-day management of commercial loan portfolios, with a strong emphasis on timely financial information collection...Work experience placementLocal area
$74k - $100k
...role, we invite you to apply. The Wealth Advisor will serve as the primary point... ...situation in order to structure a goals-based investment management strategy and financial plan.... ...client accounts Coordinates unique portfolio requirements or client situations with...InternshipLocal area- ...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... ...Lead client meetings throughout the wealth planning process to identify complex challenges...Local areaRemote workFlexible hours
- ...Truepoint Wealth Counsel, LLC is seeking a Family Office Financial Planner in Cincinnati, Ohio. The role involves delivering expert financial planning analysis to family office clients, collaborating with wealth advisors, and leading special projects. Candidates should...Work at officeRemote work
- ...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
$143.91k - $169.3k
...client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$143.91k - $169.3k
...client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...HUB I HORAN in Cincinnati, OH, is seeking a Wealth Advisor to deliver comprehensive wealth management services. You will build lasting relationships with clients and provide tailored financial strategies to meet their objectives. The ideal candidate holds a Bachelor’s...Full time
$63.75k - $106.25k
...opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Cincinnati, OH. PNC Wealth... ...designed to help clients achieve their savings, investment, and retirement goals. As part of your support team,...Full timeTemporary workPart timeWork experience placementWork at office- ...# of Openings: 1 Job Title: Wealth Advisor Full or Part Time: Full... ...is a leading Registered Investment Advisor (RIA) firm dedicated... ...providing comprehensive wealth management services to individuals,... ...Create and manage investment portfolios tailored to clients' risk tolerance...Full timePart timeWork at office
- ...Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) The Vice President, Senior Portfolio Manager - Private Asset... ...developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and...Work experience placementWork at office
$98.18k - $115.5k
...Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. This role grows revenue as directed by senior management by successfully closing new business relationships and retaining...Temporary workWork experience placementLocal area$98.18k - $115.5k
...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows...Temporary workWork experience placementLocal area$98.18k - $115.5k
...U.S. Bank is seeking a Portfolio Manager in Cincinnati, Ohio, to manage corporate banking relationships. Key responsibilities include underwriting credit accounts, managing a portfolio, and expanding customer relationships. The ideal candidate should hold a bachelor's...$96.5k - $207.5k
GENERAL FUNCTION The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and business portfolio tasks. PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures,...Work at office$96.5k - $207.5k
...Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and the business portfolio. PMs are expected to be intimately...Work at office
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