Wealth and Investment Portfolio Manager III

Huntington; Atlanta (GA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Huntington in Atlanta, GA seeks a Wealth and Investment Portfolio Manager III to oversee medium to large client portfolios aligned with investment objectives. You will work closely with clients to monitor performance and adjust strategies to meet goals.

This role emphasizes proactive client service, joint calls with the business development team, staying current on market trends, and potential supervisory responsibilities.

Qualifications

• Bachelor's degree required.
• 5+ years of investments/analyst experience.
• Exempt status: Yes (not overtime) or No (overtime eligibility) per job posting.

Responsibilities

• Oversee medium/large client portfolios aligned with objectives.
• Monitor investment performance and adjust strategies.
• Provide ongoing client service and joint sales calls with business development staff.
• Possibly supervise staff and stay current on market trends.

Skills

Portfolio management

Investment analysis

Client relationships

Market trends

Team leadership

Education

Bachelor's Degree

Tools

Investment platforms

Job description

## Wealth and Investment Portfolio Manager IIIApply: Office: Atlanta, GA: Full time: Posted Today: R0075669# **Description****Summary:**Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III\"s. **Duties & 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.**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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.