Senior Wealth & Portfolio Investment Manager

Huntington National Bank; Dallas (TX); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Huntington National Bank seeks an experienced investment professional to manage medium to large portfolios aligned with client objectives. You will monitor performance, propose strategic adjustments, and support ongoing client service while collaborating with business development.

The role may involve supervisory duties for junior staff, with a focus on delivering tailored investment guidance in a collaborative, office-based environment.

Qualifications

• Bachelor's degree required.
• 5+ years of investments/analyst experience.
• Office-based role with potential flexible work arrangements.

Responsibilities

• Manage medium/large and complex portfolios based on client objectives.
• Monitor investment performance and recommend a strategy.
• Provide ongoing client service and joint sales calls with business development staff.
• Supervisory responsibilities for less experienced employees may apply.

Skills

Portfolio management

Investment analysis

Client relationship management

Strategic thinking

Investments experience

Education

Bachelor's Degree

Job description

Huntington National Bank seeks an experienced investment professional to manage medium to large portfolios aligned with client objectives. You will monitor performance, propose strategic adjustments, and support ongoing client service while collaborating with business development.

The role may involve supervisory duties for junior staff, with a focus on delivering tailored investment guidance in a collaborative, office-based environment.