Wealth Senior Portfolio Management Manager

Description

Summary:

The Wealth Sr. Portfolio Management Manager is responsible for oversight of all portfolio management activities of a group of Senior Portfolio Managers throughout the footprint of the Private Bank.  Provide leadership and guidance to Senior Portfolio Managers to facilitate partnership with client relationship managers and financial planners to deliver advice, planning and guidance to clients.    Promote consistent delivery of Huntington’s investment philosophy and strategy, enhance book management via coaching, training, oversight & engagement with Portfolio Managers and Portfolio- Manager Analysts.  Provide insights, client/prospect support for Portfolio Managers and Portfolio Management Analysts across the footprint.

Duties & Responsibilities:

• Direct responsibility for managing Senior Portfolio Managers to fulfillment of their scorecard goals.
• Provide regular training & development to Senior Portfolio Managers and Portfolio Manager Analysts to facilitate sales and service objectives of the Private Bank.
• Work with Director of Portfolio Management to manage risk and provide oversight using data analysis, management reporting and coaching and additional support as needed.
• Promote consistent delivery of Huntington’s investment advice and guidance across entire footprint as communicated by the Chief Investment Office.
• Promote book management efficiencies among Portfolio Managers via centralized trading, streamlined processes and partnerships with PM Analysts.
• Provide insight relative to developments in the field of Portfolio Management, participating in peer groups and industry associations.
• Personally manage selected large accounts or portfolios of a complex or sensitive nature.
• Participate in Resolution Team Meetings.
• Manage business risk including oversight of clean desk metrics & NIGO Resolution.
• Performs other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree
• 10+ years direct portfolio management experience.

Preferred Qualifications:

• Demonstrated sales success.
• Familiarity with portfolio trading and reporting systems.
• Excellent written and communication skills.
• Ability to influence behaviors.

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.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.