Remote Otter LogoRemoteOtter

Wealth and Investment Portfolio Manager III - Remote

Posted 3 days ago
Finance / Legal
Full Time
USA

Overview

Huntington is seeking qualified candidates for the role of Wealth and Investment Portfolio Manager III, responsible for managing complex portfolios and ensuring client satisfaction through strategic investment recommendations.

In Short

  • Manage medium to large investment portfolios.
  • Monitor investment performance and recommend strategies.
  • Provide ongoing customer service and collaborate with business development staff.
  • Stay updated on market trends related to investments.
  • May have supervisory responsibilities.
  • Work in a flexible arrangement combining in-office and remote work.
  • Contribute to a culture of looking out for people.
  • Work in a tobacco-free environment.
  • Equal Opportunity Employer.
  • Participate in joint sales calls.

Requirements

  • Bachelor's Degree required.
  • 5 or more years of experience in Investments/Analyst roles.
  • Ability to manage complex client relationships.
  • Strong understanding of market trends.
  • Excellent communication skills.
  • Ability to work collaboratively.
  • Proficient in investment management tools.
  • Willingness to adapt to flexible work arrangements.
  • Strong analytical skills.
  • Commitment to company values and culture.

Benefits

  • Flexible work arrangements.
  • Opportunities for professional development.
  • Inclusive workplace culture.
  • Health and wellness programs.
  • Retirement savings plans.
  • Employee assistance programs.
  • Competitive salary and benefits package.
  • Supportive management team.
  • Community involvement opportunities.
  • Recognition programs for employee contributions.

T.H.N.B

The Huntington National Bank

0101 The Huntington National Bank is a forward-thinking financial institution dedicated to reinventing banking through innovative solutions and a strong commitment to customer service. With a focus on building lasting relationships, Huntington emphasizes a culture of collaboration and support among its colleagues, fostering an environment where everyone looks out for one another. The bank offers a comprehensive range of banking services, including specialized loan programs for businesses eligible for USDA financing. Huntington is committed to diversity and inclusion, ensuring equal employment opportunities for all individuals, and promotes a tobacco-free hiring practice.

Share This Job!

Save This Job!

Similar Jobs:

T.H.N.B

Wealth & Investment Portfolio Manager III - Remote

The Huntington National Bank

2 weeks ago

Huntington is seeking a Wealth and Investment Portfolio Manager III to manage complex portfolios and enhance client investment strategies.

USA
Full-time
Finance / Legal

T.H.N.B

Wealth & Investment Portfolio Manager II - Remote

The Huntington National Bank

7 weeks ago

The Wealth & Investment Portfolio Manager II manages complex portfolios and provides client service while collaborating with business development teams.

USA
Full-time
Finance / Legal

B.B

Investment Portfolio Manager - Remote

Busey Bank

3 weeks ago

The Investment Portfolio Manager oversees the management and monitoring of client investment portfolios to ensure compliance with established parameters.

USA
Full-time
Finance / Legal
$79,000 - $108,000/year

F.G.L.I.C

Investment Portfolio Analytics Manager - Remote

Fidelity & Guaranty Life Insurance Company

14 weeks ago

The Investment Portfolio Analytics Manager will oversee investment data and analytics, guiding a team and optimizing processes.

Worldwide
Full-time
Finance / Legal

F.G.L.I.C

Investment Portfolio Analyst - Remote

Fidelity & Guaranty Life Insurance Company

13 weeks ago

The Investment Portfolio Analyst will prepare forecasts and analyses for the investment portfolio while collaborating with various teams.

Worldwide
Full-time
Finance / Legal