Area Manager, Institutional Asset Management Leader

Regions Bank; Birmingham (AL); On-site; USD 195,000 - 268,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions is seeking an Area Manager for Asset Management to coach and mentor sales, service, and portfolio teams. You will drive area sales goals, revenue retention, and risk management while shaping investment strategy and fiduciary oversight.

The role demands extensive experience in institutional investing, strong leadership, and the ability to lead complex client engagements. This position is based in Birmingham, AL and offers a comprehensive incentive plan and benefits package.

Qualifications

• Bachelor's degree required; ten years of investment experience.
• Master's degree and professional certifications (CIMA/CFA) preferred.
• Strong leadership, governance, and client-management capabilities.

Responsibilities

• Directs portfolio investment activities for high net worth and trust accounts.
• Leads risk management oversight and policy development.
• Speaks at client engagements and guides wealth planning initiatives.
• Mentors a team of institutional portfolio managers and investment consultants.
• Ensures regulatory compliance and fiduciary standards.

Skills

Relationship building

Leadership & management

Communication (oral & written)

Trust & regulatory knowledge

Sales techniques

MS Office proficiency

Organizational skills

Institutional portfolio leadership

Team development

Client engagement & governance

Education

Bachelor's degree in a related field

Master's degree

CIMA or CFA certification (preferred)

Tools

Microsoft Office Suite

Job description

Regions is seeking an Area Manager for Asset Management to coach and mentor sales, service, and portfolio teams. You will drive area sales goals, revenue retention, and risk management while shaping investment strategy and fiduciary oversight.

The role demands extensive experience in institutional investing, strong leadership, and the ability to lead complex client engagements. This position is based in Birmingham, AL and offers a comprehensive incentive plan and benefits package.