- Huntington National Bank (Columbus, OH)
- Description Summary: The Wealth and Investment Portfolio Manager I manages small to medium portfolios based on client and corporate investment ... related experience + Bachelor's Degree Preferred Qualifications: + Experience working with Wealth or Investment customers + Strong verbal and written… more
- Huntington National Bank (Cincinnati, OH)
- …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...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- KeyBank (Cleveland, OH)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Reviews portfolios to analyze… more
- KeyBank (Brooklyn, OH)
- …& Roadmap:** Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, ... for wealth platforms, enabling advanced analytics and reporting for investment performance and client insights. + **Vendor & Ecosystem Management:** Manage… more
- KeyBank (Pepper Pike, OH)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients.… more
- Oracle (Columbus, OH)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... risk reporting, cost tracking, and general project management practices. 2. Portfolio Consistency & Governance Drive consistency across OCI's colocation program by… more
- Bank of America (Miamisburg, OH)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...with one in every two households. + Managing a portfolio of clients by providing exceptional client care with… more
- Huntington National Bank (Columbus, OH)
- …related field (Master's preferred). Experience: * 7+ years in institutional wealth management, trust services, settlement administration or investment ... and integrity of data across various systems, including trust accounting, portfolio management, and any specialized software. * Handle specialty software, data… more
- Oracle (Columbus, OH)
- …Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The role:** As an ... positioning a vertical suite of platform solutions to a portfolio of named large Enterprise Financial Services accounts in...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more