Wealth and Investment Portfolio Manager III
Dormont Manufacturing Co
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 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. 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 Dormont Manufacturing Co
- 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...SuggestedRemote jobWork at officeFlexible hours
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. Duties & Responsibilities Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the...SuggestedWork at officeRemote workWork from homeFlexible hours
- 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 leading financial institution is seeking a Wealth and Investment Portfolio Manager III in Cincinnati, OH. The role involves managing complex investment portfolios to meet client objectives, actively monitoring performance, and offering strategic recommendations. The ideal...SuggestedFull timeWork 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
- ...Overview The Private Bank Wealth Advisor III 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
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...management experience in banking, investment management, or insurance products and services...Work at officeRemote workWork from homeFlexible 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...Temporary workWork experience placement
- 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...
- 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
- 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
...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- 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...
- ## Fixed Income Portfolio ManagerApplylocations: Cincinnati, OH: Grand... ...Bank.**GENERAL FUNCTION:**Manages fixed income assets for one or... ...fixed income strategies across Wealth & Asset Management, as needed... ...Operates within established investment policy guidelines providing...Work at office
- 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...
- ...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
- ...Portfolio Manager The Portfolio Manager ensures consistent application of portfolio management standards, maintains clear visibility into... .... Validated dashboards and reports to ensure accuracy of investment performance, delivery progress, and risk visibility....Temporary workWork at officeRemote workRelocationFlexible 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...
- ...Wealth Advisor Cincinnati, OH Waverly Advisors' primary... ...aren't your typical wealth management firm. Our intense client focus... ...just managing our clients' investments, offering truly in-depth financial... ...general market outlook, portfolio construction and management,...Local area
- ...Financial Group is seeking a results‑oriented Private 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 Private Wealth Advisor at...
- ...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...
$112k - $208k
...contribute to the company’s success. As an Investment Advisor III within PNC's Private Bank organization... ...with their recruiter and hiring manager to understand workplace expectations and... ..., Investment Consulting, Portfolio Management, Products and Services, Value...Full timeTemporary workPart timeWork experience placementWork at office$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...Permanent employmentLocal areaRemote workFlexible hours$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$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
$75k - $125k
...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
$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- 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...
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