Senior Wealth & Portfolio Manager (Flexible/Remote)

Huntington National Bank; Atlanta (GA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to oversee complex portfolios in line with client objectives. The role involves direct client engagement to review performance and adjust strategies, plus collaboration with business development for joint sales initiatives.

Strong market awareness and potential supervisory duties are expected. The position is office-based with options for a flexible work arrangement, reflecting Huntington's blended in-office and

Qualifications

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

Responsibilities

• Manages medium/large and complex portfolios aligned with client and corporate objectives.
• Monitors investment performance and recommends strategy with clients.
• Provides ongoing customer service and supports joint sales calls with business development.
• Stays current on related market trends and regulatory considerations.

Job description

Huntington National Bank is seeking a Wealth and Investment Portfolio Manager III to oversee complex portfolios in line with client objectives. The role involves direct client engagement to review performance and adjust strategies, plus collaboration with business development for joint sales initiatives.

Strong market awareness and potential supervisory duties are expected. The position is office-based with options for a flexible work arrangement, reflecting Huntington's blended in-office and