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Wealth and Investment Portfolio Manager III

Huntington National Bank
Posted 2 months ago, valid for 9 days
Location

Dallas, TX 75320, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves managing medium to large and complex investment portfolios aligned with client and corporate objectives.
  • Candidates must have a Bachelor's Degree and at least 5 years of experience in Investments or as an Analyst.
  • The role includes monitoring investment performance, recommending strategies, and providing ongoing customer service.
  • Supervisory responsibilities for less experienced employees may be part of the role, and staying current on market trends is essential.
  • The position offers an exempt status with a salary that is not specified, and it allows for a flexible work arrangement combining in-office and remote work.

Description

  • 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 for less experienced employees.

    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)

Yes

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.

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.




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By applying, a Huntington National Bank account will be created for you. Huntington National Bank's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.