Wealth & Investment Portfolio Manager III

0101 The Huntington National Bank; Indiana (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington is seeking qualified candidates to become Wealth and Investment Portfolio Manager IIIs. The role manages medium/large and complex portfolios based on client and corporate investment objectives, and works closely with the customer to monitor performance and refine strategy.

You will provide ongoing customer service, participate in joint sales calls with business development staff, stay current on market trends, and may have supervisory responsibilities.

Qualifications

• Bachelor's Degree
• 5 or more years of Investments/Analyst experience
• Exempt Status: Yes
• Workplace Type: Office

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.

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.

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 we 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.

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Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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