Senior Wealth & Investment Portfolio Manager

Huntington Bancshares, Inc.; Jackson (MS); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Wealth and Investment Portfolio Manager III to manage complex portfolios and align strategies with client objectives.

The role emphasizes customer collaboration to monitor performance, adjust strategies, and provide ongoing service alongside business development staff. The position requires building on market trends, potentially supervising staff, and contributing to a team that delivers tailored investment solutions within an office setting.

Qualifications

• Bachelor's Degree is required.
• 5+ years of Investments/Analyst experience.
• May have supervisory responsibility.

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.

Education

Bachelor's Degree

Job description

Huntington Bancshares, Inc. is seeking a Wealth and Investment Portfolio Manager III to manage complex portfolios and align strategies with client objectives.

The role emphasizes customer collaboration to monitor performance, adjust strategies, and provide ongoing service alongside business development staff. The position requires building on market trends, potentially supervising staff, and contributing to a team that delivers tailored investment solutions within an office setting.