Senior Area Manager, Institutional Asset Management

Regions Financial Corporation; Birmingham (AL); Sur place; USD 175 000 - 214 000; Plein temps

Résumé du poste

Regions is seeking an Asset Management Area Manager to coach, mentor, and train the sales, service, and portfolio management teams in the Birmingham, Alabama region. The role includes directing investment activities, managing large High Net Worth and trust accounts, and contributing to risk management and policy development.

In this exempt, incentive-eligible position, you will lead portfolio strategy discussions, engage with clients and prospects, and drive wealth planning initiatives while

Qualifications

• Bachelor's degree in a related field.
• Ten years of investment experience.
• Master's degree preferred; CFA or CIMA certification encouraged.
• Strong leadership and client relationship skills.
• Excellent communication and regulatory knowledge.

Responsabilités

• Directs investment activities for high net worth and trust accounts.
• Leads asset allocation meetings and policy development.
• Oversees portfolio management team and investment consultants.
• Mentors and coaches sales, service, and portfolio teams.
• Speaks at client and prospect engagements.
• Ensures compliance with fiduciary standards and regulatory requirements.

Connaissances

Leadership

Relationship management

Communication skills

Regulatory knowledge

Sales techniques

MS Office

Organizational skills

Portfolio management

Formation

Bachelor's degree in related field

Master's degree

Outils

Microsoft Office Suite

Description du poste

Regions is seeking an Asset Management Area Manager to coach, mentor, and train the sales, service, and portfolio management teams in the Birmingham, Alabama region. The role includes directing investment activities, managing large High Net Worth and trust accounts, and contributing to risk management and policy development.

In this exempt, incentive-eligible position, you will lead portfolio strategy discussions, engage with clients and prospects, and drive wealth planning initiatives while