18 wealth investment portfolio manager iii jobs found

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...

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...

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...

Description 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:   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...

Description Summary: The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective.  Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.  Responsible for ongoing customer service and relationships with internal colleagues.  Must keep current on related market trends. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5 years of related 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...

Description The Director, Investor Relations & Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework encompassing macroeconomic, equity market and peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance, strategic actions, and disclosures. This role will support the IR organization by leading competitive intelligence for the enterprise, and will be responsible for translating insights into clear recommendations for the Head of Investor Relations, the CFO, and the Executive Leadership Team. The Director will serve as a trusted advisor who blends deep financial expertise with strategic thinking and strong communication. This role manages a senior analyst focused on competitive intelligence and plays an integral role in the earnings process, investor messaging, targeting, and broader IR...

Skyward Specialty Insurance is an A (Excellent) AM Best-rated specialty carrier operating exclusively in the E&S and specialty admitted markets. Our E&S Excess Brokerage is 100% committed to the wholesale distribution channel — we partner with select producers who understand our appetite and rely on us for thoughtful, profitable solutions on non-standard accounts that don't belong in the standard market. The Head of E&S Excess Liability Underwriting is a senior leadership role responsible for the strategy, profitability, and day-to-day management of Skyward's E&S Brokerage Excess Liability book. You will lead a team of 7 underwriters, reporting directly to the President of E&S Property & Casualty and Inland Marine. This is a player-coach role — you will set the underwriting vision and drive profitable growth while remaining hands-on with complex accounts, coverage structure, and broker relationships across a diverse range of challenging commercial...

Description Summary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes...

Overview The Vice President (VP) of Investment Accounting is an integral member of the Finance organization that supports the Vice President of Finance and CAO and is primarily responsible for managing the accounting and reporting of the Company’s global investment portfolio supporting U.S. GAAP and U.S. Statutory reporting requirements. The VP of Investment Accounting is technically proficient in ASC Topics 320 through 326; (2) broad topics, including foreign currency matters, equity method accounting and consolidations, and fair value measurements; and (3) has a working knowledge of/ability to develop a working knowledge of various international GAAPs, including UK GAAP, Irish GAAP and IFRS.   The expected salary range for this role is $180,000 - 210,000.   Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Director, Governance, Risk & Compliance (GRC) and Third- Party Risk Management (TPRM) Location: Chicago, IL (Hybrid) Reports To: Chief Information Security Officer (CISO) Position Overview The Senior Director of Governance, Risk & Compliance (GRC) and Third-Party Risk Management (TPRM) is an...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Director, Governance, Risk & Compliance (GRC) and Third- Party Risk Management (TPRM) Location: Chicago, IL (Hybrid) Reports To: Chief Information Security Officer (CISO) Position Overview The Senior Director of Governance, Risk & Compliance (GRC) and Third-Party Risk Management (TPRM) is an...

We’re excited you’re considering joining a great place to work!  Texas Mutual is deeply committed to creating and maintaining an environment of mutual respect and is proud to be an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, religion, sex, gender identity, sexual orientation, genetic information, veteran status, or any other basis protected by local, state, or federal law. About this Position The Portfolio Manager supports the Investments department in managing the Company's investment portfolio, including commitments across private equity, private credit, and real assets. This role works closely with senior investment professionals across sourcing, diligence, onboarding, monitoring, and reporting for the investment portfolio. Collaboration is central to this role: the Portfolio Manager actively engages with investment team members and...

Description Summary: The Private Bank Market Manager III is responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region. Duties and Responsibilities: Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team. Responsible for meeting performance expectations relative to financial objectives for the region. Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations. May personally manage selected large accounts or portfolios of a complex or sensitive nature. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 10+ years of...

Description Summary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes...

Description This position can be located in our Chicago, New York, Dallas, or Charlotte locations. Summary The Managing Director and Team Lead of Asset-Based Lending (“ABL”) Sponsor & Capital Markets, manages a team of Business Development Officers (“BDOs” or “BDO team”) who focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) and (ii) participations in syndicated sponsor and non-sponsor asset-based loans managed by other financial institutions.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors,  intermediaries, and bank syndication teams and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions....

Description This role can be located in our Chicago, Charlotte, Dallas, or New York offices. Summary The Director of Asset-Based Lending (ABL) Sponsor & Capital Markets focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) firms.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors, and intermediaries, and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions. The Team Lead drives market penetration while ensuring disciplined credit, efficient execution, and a best‑in‑class client experience. Duties and Responsibilities Market Strategy & Leadership Responsible for sourcing and closing...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...