Asset Management Institutional Consulting Group Area Manager

Regions Bank; Birmingham (AL); Sur place; USD 195 000 - 268 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

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

Formation

Bachelor's degree in a related field

Master's degree

CIMA or CFA certification (preferred)

Outils

Microsoft Office Suite

Description du poste

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career - a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Asset Management Portfolio Management Area Manager coaches, mentors, and trains the sales, service, and portfolio management teams. This position is also responsible for assigned area sales goal, revenue retention goals, and risk management.

Primary Responsibilities

• Directs a significant portion of the individual and/or trust account business' investment activities, including direct management
• Handles large, complex, and profitable High Net Worth and/or trust account assets and investment relationships
• Participates in setting policies and procedures, including risk management oversight
• Attends asset allocation and investment strategy meetings to determine portfolio investment structure
• Leads associate engagement planning and implementation, and plans continuing education
• Owns the implementation of wealth planning and develops strategic initiatives
• Participates in speaking engagements for large client and prospect groups

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor's degree in a related field
• Ten (10) years of investment experience

Preferences

• Master's degree
• Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) certification

Skills and Competencies

• Ability to develop and maintain relationships internally and externally
• Effective leadership and management skills
• Excellent verbal and written communication skills
• High level of expertise in trust principles and regulatory and tax matters relating to the administration of trust accounts
• Proven and effective sales techniques
• Proficiency in Microsoft Office Suite
• Strong organizational skills
• Provide leadership and oversight for institutional investment strategy and portfolio construction.
• Lead complex client engagements involving investment policy development, asset allocation reviews, spending policy analysis, manager due diligence, and fiduciary oversight.
• Lead, mentor, coach, and develop a team of institutional portfolio managers and investment consultants.
• Foster a high-performance culture focused on client service excellence, accountability, collaboration, and professional development.
• Develop and execute strategic initiatives with institutional leadership that support the growth and profitability of the Institutional Asset Management business.
• Ensure compliance with regulatory requirements, fiduciary standards, and internal risk management policies. Maintain strong governance practices across all client relationships and investment processes

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum: $194,788.55 USD

Median: $267,610.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility)

Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. (https://www.regions.com/about-regions/welcome-portal/benefits)

Location Details

Regions Center

Location

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.