Wealth Management: Centralized Trading Leader

Regions Bank

Birmingham (AL)

On-site

USD 99,000 - 121,000

Full time

8 days ago

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Benefits offered by this job

401K with Company Match
Medical, Dental and Vision Benefits
Paid Vacation/Sick Time
Employee Assistance Program

Job summary

Regions Bank in Hoover, AL, seeks a Wealth Management Centralized Trading Manager to lead the centralized trading team, oversee client portfolio trades, and partner with senior leadership to drive efficiency and risk control across trading platforms. The role focuses on executing strategic initiatives and improving trading processes for asset management clients.

The position requires a Bachelor’s degree and 6+ years in investment/asset management, with a Master’s preferred; it offers incentive

Qualifications

  • Bachelor’s degree required.
  • Six years of experience in investment, asset management, finance, or related fields.
  • Master’s degree preferred.

Responsibilities

  • Leads and oversees the Centralized Trading group operations and personnel development.
  • Oversees client portfolio trading for timely and accurate trades.
  • Partners with senior management to implement transformational strategies for efficiency and risk mitigation.
  • Drives improvements to trading processes and systems.
  • Monitors and executes security transactions and cash movements as required.
  • Supports investment policy implementation and client trade requests.

Skills

Leadership
Trading
Analytical skills
Communication
Excel
Microsoft Office
Detail oriented

Education

Bachelor’s degree
Master’s degree

Tools

Trading platform

Job description

Regions Bank in Hoover, AL, seeks a Wealth Management Centralized Trading Manager to lead the centralized trading team, oversee client portfolio trades, and partner with senior leadership to drive efficiency and risk control across trading platforms. The role focuses on executing strategic initiatives and improving trading processes for asset management clients.

The position requires a Bachelor’s degree and 6+ years in investment/asset management, with a Master’s preferred; it offers incentive

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