Wealth & Investment Portfolio Manager III

Huntington National Bank; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank seeks an experienced Wealth and Investment Portfolio Manager III to lead complex portfolios, align investment strategies with client objectives, and drive ongoing service and engagement with business development teams.

The role requires a strong investment background, market awareness, and leadership potential. Office-based with potential flexible arrangements; equal opportunity employer and tobacco-free hiring practices.

Qualifications

• Bachelor's degree 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.
• May have supervisory responsibility.
• Performs other duties as assigned.

Skills

Portfolio management

Investment analysis

Client relationship management

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.