Remote Senior Wealth & Investment Portfolio Manager

Huntington Bancshares, Inc.; Canton (OH); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Huntington seeks qualified candidates to become Wealth and Investment Portfolio Manager III, responsible for managing complex portfolios aligned with client objectives and corporate strategies. The role involves close client interaction, performance monitoring, and ongoing service alongside business development colleagues.

The position emphasizes staying current with market trends and may include supervisory duties within a collaborative wealth management team.

Qualifications

• Bachelor's degree required.
• 5+ years of investments/analyst experience required.

Responsibilities

• 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.
• Performs other duties as assigned.

Skills

Investments experience

Education

Bachelor's degree

Job description

Huntington seeks qualified candidates to become Wealth and Investment Portfolio Manager III, responsible for managing complex portfolios aligned with client objectives and corporate strategies. The role involves close client interaction, performance monitoring, and ongoing service alongside business development colleagues.

The position emphasizes staying current with market trends and may include supervisory duties within a collaborative wealth management team.