Wealth and Investment Portfolio Manager III

Huntington Bank; Tupelo (MS); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Huntington Bank is seeking qualified candidates for Wealth and Investment Portfolio Manager III to manage complex portfolios and guide investment strategies for clients.

Responsibilities include client service, joint sales calls with business development staff, and staying current on market trends. A Bachelor's degree and 5+ years in Investments/Analyst are required; supervisory duties may apply. Office-based with potential flexible arrangements.

Qualifications

• Bachelor's Degree required.
• 5+ years of Investments/Analyst experience.
• Exempt status indicating overtime eligibility: No

Responsibilities

• Manages medium/large and complex portfolios based on client and corporate investment objectives.
• Monitors investment performance with clients and recommends strategy.
• Provides ongoing customer service and participates in joint sales calls with business development staff.
• Keeps current on related market trends.
• May have supervisory responsibility.
• Performs other duties as assigned.

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

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.