Wealth and Investment Portfolio Manager III

Huntington Bancshares, Inc.

Jackson (MS)

Hybrid

USD 90,000 - 130,000

Full time

3 days ago
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Job summary

Huntington Bancshares, Inc. in Jackson, MS is seeking a Wealth and Investment Portfolio Manager III to oversee medium/large portfolios aligned with client objectives. You will work closely with clients to monitor performance, adjust strategies, and contribute to joint sales calls with the business development team.

The role requires a Bachelor's Degree and 5+ years of investments/analyst experience. The position offers an in-office base with potential hybrid arrangements and a path toward

Qualifications

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

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.

Skills

Portfolio management
Client service
Investment strategy
Market analysis

Education

Bachelor's degree

Job description

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

Office

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.

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