Jobs · Finance · Texas

Wealth and Investment Portfolio Manager III

Huntington National Bank · Dallas, TX · 2 wk ago
FinanceFull-time

About the role

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 for less experienced employees.

Basic Qualifications

  • Bachelor’s Degree
  • 5 or more years of Investments/Analyst experience

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type

Office

Our Approach to Office Workplace Type

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.

Huntington is an Equal Opportunity Employer

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

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