Asset Management Portfolio Manager

Regions Financial Corporation; Huntsville (AL); On-site; USD 105,000 - 139,000; 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 Financial Corporation in Huntsville, Alabama, seeks an experienced Asset Management Portfolio Manager to oversee accounts for private wealth or institutional clients. You will collaborate with clients and partners to set investment objectives and implement changes according to Investment Working Group guidelines.

The role requires a solid background in portfolio management and analytics, with the ability to drive client satisfaction and revenue growth while coordinating with multiple

Qualifications

• Bachelor’s Degree or International Equivalent.
• Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent.

Responsibilities

• Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager.
• Develop investment objectives and goals with clients and partners through discussion and identification of client priorities.
• Implement investment-related changes per Investment Working Group guidelines to ensure clients receive Regions Asset Management’s Best Thinking.
• Lead and participate in group projects as assigned by management.

Skills

Analytical skills

Sales aptitude

Computer software

Communication skills

Education

Bachelor’s Degree

Tools

Financial software

Job description

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 Manager serves as a Portfolio Manager for assigned managed accounts.

Primary Responsibilities

• Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
• Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
• Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
• Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
• Leverage resources to maintain and increase efficiency to focus on clients at an effective level
• Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
• Execute the Regions Client Experience at an advanced level
• Initiates and monitors required actions related to modeling and trading of client accounts
• Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
• Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
• Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
• Participates in and may lead group projects as assigned by management

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 or International Equivalent
• Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences

• Bachelor’s degree in Business Administration, Finance or Economics
• Technical Training in financial and economic markets
• Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)

Skills and Competencies

• Analytical, organization and presentation skills
• Knowledgeable about sales techniques and possess sales aptitude
• Skilled in applicable computer software programs
• Verbal and written communication skills

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:

$105,056.60 USD

Median:

$139,430.00 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.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. 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

Huntsville AL LOB

Location

Huntsville, Alabama

Equal Opportunity Employer/including Disabled/Veterans