Wealth and Investment Portfolio Manager III

Huntington Bancshares, Inc.; Tupelo (MS); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Huntington Bancshares, Inc. in Tupelo, MS seeks a Wealth and Investment Portfolio Manager III to guide medium to large portfolios aligned with client objectives. You will collaborate with clients to review performance, propose strategies, and support ongoing service with business development teams.

The role may involve supervisory duties and requires staying current with market trends; in-office focus with potential flexible arrangements. Equal opportunity employer.

Qualifications

• Bachelors Degree and 5+ years of Investments/Analyst experience.
• Experience managing medium/large and complex portfolios.

Responsibilities

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Works with clients to monitor investment performance and recommend strategy.
• Responsible for ongoing client service and joint sales calls with business development staff.
• Keeps current on related market trends.

Skills

Investment management

Client relationship

Sales collaboration

Market analysis

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Portfolio tools

Job description

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

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.

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Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.