- 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)
- …broker dealer community. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field, senior management and broker dealers. * ... continuous improvement mindset. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field and with senior management. *… 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
- JPMorgan Chase (Columbus, OH)
- …that thrives on partnership, performance, and continuous improvement. As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and ... + 3 years of business banking, controls, risk, or portfolio management experience + Bachelor's degree or equivalent experience...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager , primary functions include investment management, client ... to ensure effective communication regarding client objectives and coordinate portfolio changes. + Maintain awareness of new investment...like. + Extended viewing of a CRT screen. PCS Portfolio Manager I At Fifth Third, we… 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
- US Bank (Cincinnati, OH)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- PNC (Cincinnati, OH)
- …Charitable Remainder Trusts, Pooled Income funds and Donor Advised Funds. With PNC as Investment Manager and in some cases Trustee on these accounts, the IA ... closely with the rest of the PG team, the wealth of data maintained for each client's program is...provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of… 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
- 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