Wealth and Investment Portfolio Manager III
Huntington Bancshares, Inc.
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 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 Bachelor's Degree 5 or more years of investment/analyst experience Exempt Status Yes – not eligible for overtime pay. Workplace Type Office. 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. 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 Huntington Bancshares, Inc.
- Wealth and Investment Portfolio Manager III page is loaded## Wealth and Investment Portfolio Manager IIIremote type: Officelocations: Cincinnati, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0067698# **Description****Summary:**Huntington is looking...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
- 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...SuggestedWork at officeRemote workWork from homeFlexible hours
- 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...Remote jobWork at officeFlexible hours
- ...The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing... ...relationship‑management experience in banking, investment management, or insurance products and services for...
- ...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
- 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...
- ...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
- Atlantic Union Bank is seeking a Credit Portfolio Manager III in a hybrid role (KY/TN) to underwrite and manage complex Wholesale Banking loans and relationships. You will collaborate with Relationship Managers, CPMs, and the Team Leader to deliver credit solutions and...
- Fifth Third Bank, N.A. is seeking a Mortgage Cash Recon Researcher III in Cincinnati, Ohio. This role involves complex cash research and reconciliations for mortgage and consumer products while maintaining a strong customer service focus. The ideal candidate will possess...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...
$112k - $208k
## Investment Advisor IIIApplylocations: OH - Cincinnati (45202)time... ...success. As an Investment Advisor III within PNC's Private Bank... ...with their recruiter and hiring manager to understand workplace... ...Communications, Investment Consulting, Portfolio Management, Products and...Full timeTemporary workPart timeWork experience placementWork at office- ...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...
$150k - $220k
...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...Local areaRemote workFlexible 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...
$74k - $100k
...Job Overview The Wealth Advisor will serve as the primary point of contact with the... ...situation in order to structure a goals‑based investment management strategy and financial plan. Essential... ...client accounts. Coordinate unique portfolio requirements or client situations with...InternshipLocal area- 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...
- ...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and...Temporary workWork experience placement
$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...$70k - $100k
...track About Benchmark Benchmark Wealth is an employee-owned, boutique Registered Investment Advisor (RIA) firm based in... ...financial planning and investment management process, client service calendar... ...management — support portfolio construction, rebalancing, and...Full timeTemporary workWork at office$120k - $135k
Mammotome, based in Cincinnati, Ohio, seeks a Product Manager for the Ultrasound Portfolio. This role focuses on creating and executing marketing strategies to enhance market penetration and revenue growth. The ideal candidate should have at least 3 years of experience...$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 key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately...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- ...seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations... ..., working in close partnership with Wealth Managers and internal teams. This position... ...not have primary responsibility for investment strategy decisions, it requires a deep...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth and Investment Portfolio Manager III. Be the first to apply!
- wealth management consultant Cincinnati, OH
- wealth management advisor Cincinnati, OH
- wealth manager Cincinnati, OH
- investment accounting manager Cincinnati, OH
- investment executive Cincinnati, OH
- investment director Cincinnati, OH
- director investment banking Cincinnati, OH
- investment manager Cincinnati, OH
- hedge fund manager Cincinnati, OH
- funding manager Cincinnati, OH

