Senior Wealth & Portfolio Strategist (Hybrid/Remote)

Huntington National Bank; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank in Dallas seeks an experienced Investments/Analyst to manage medium to large portfolios aligned with client objectives. You will monitor performance, recommend strategies, and deliver proactive client service while collaborating with business development.

This role may supervise junior staff and requires staying current on market trends. Exempt status applies; office-based with some flex work arrangements.

Qualifications

• Bachelor's degree is required.
• 5+ years of Investments/Analyst experience.

Responsibilities

• Manage medium/large and complex portfolios based on client and corporate investment objectives.
• Monitor investment performance and recommend a strategy; provide ongoing customer service and joint calls with business development staff.

Education

Bachelor's Degree

Job description

• 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 for less experienced employees.
  
  
  

Description

• 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 for less experienced employees.
  
  
  

Basic Qualifications

• Bachelors Degree
• 5 or more years of Investments/Analyst experience
  
  
  

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.