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.
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.
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.
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.
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.
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.
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.
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.
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
CB Portfolio Specialist I
Canton, OH · On-site
Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as ...
CB Portfolio Specialist I
Canton, OH · On-site
Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as ...
As part of Welty Energy & Infrastructures's Management Team, the Portfolio Manager will foster client relationships, staff engagement, and process improvement while striving to become the best ...
Quick apply
As part of Welty Energy & Infrastructures's Management Team, the Portfolio Manager will foster client relationships, staff engagement, and process improvement while striving to become the best ...
Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as ...
Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as ...
Provides credit risk management for portfolio credits having a moderate to complex degree of ... Maintain appropriate client records and an archive of the bank's industry wide and client specific ...
Provides credit risk management for portfolio credits having a moderate to complex degree of ... Maintain appropriate client records and an archive of the bank's industry wide and client specific ...
Portfolio Managers and Underwriters are responsible for underwriting and financial analysis ... Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ...
Portfolio Managers and Underwriters are responsible for underwriting and financial analysis ... Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ...
Portfolio Managers and Underwriters are responsible for underwriting and financial analysis ... Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ...
Portfolio Managers and Underwriters are responsible for underwriting and financial analysis ... Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ...
Assistant Vice President, Specialty Deposit Portfolio Manager
Columbus, OH · On-site
$107K - $130K/yr
You will document client interactions through the Bank's CRM platform, and will work with sales ... Manages Escrow deposit portfolio for Juris Banking Escrow accounts * Provides initial review of ...
Assistant Vice President, Specialty Deposit Portfolio Manager
Columbus, OH · On-site
$107K - $130K/yr
You will document client interactions through the Bank's CRM platform, and will work with sales ... Manages Escrow deposit portfolio for Juris Banking Escrow accounts * Provides initial review of ...
Senior Vice President, Portfolio Management Manager (Commercial Portfolio Management for Upper Mi...
As such, the SVP PM Manager is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires ...
Senior Vice President, Portfolio Management Manager (Commercial Portfolio Management for Upper Mi...
As such, the SVP PM Manager is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires ...
Senior Vice President, Portfolio Management Manager (Commercial Portfolio Management for Upper Middl
Cleveland, OH · On-site
As such, the SVP PM Manager is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires ...
Senior Vice President, Portfolio Management Manager (Commercial Portfolio Management for Upper Middl
Cleveland, OH · On-site
As such, the SVP PM Manager is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Client Portfolio Manager information
See Ohio salary details
$34.7K - $48.2K
7% of jobs
$48.2K - $61.8K
9% of jobs
$67.8K is the 25th percentile. Wages below this are outliers.
$61.8K - $75.3K
20% of jobs
The median wage is $84.5K / yr.
$75.3K - $88.8K
20% of jobs
$88.8K - $102.3K
17% of jobs
$107.4K is the 75th percentile. Wages above this are outliers.
$102.3K - $115.9K
4% of jobs
$115.9K - $129.4K
14% of jobs
$129.4K - $142.9K
1% of jobs
$142.9K - $156.4K
1% of jobs
$156.4K - $170K
3% of jobs
$170K - $183.5K
3% of jobs
$34.7K
$95.6K
$183.5K
How much do client portfolio manager jobs pay per year?
What is a client portfolio manager?
What does a client portfolio manager do?
A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.
What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?
How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?
Are client portfolio managers paid well?
How much do client portfolio managers get paid?
What are popular job titles related to Client Portfolio Manager jobs in Ohio?
For Client Portfolio Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Portfolio Manager jobs in Ohio look for?
The top searched job categories for Client Portfolio Manager jobs in Ohio are:
What cities in Ohio are hiring for Client Portfolio Manager jobs?
Cities in Ohio with the most Client Portfolio Manager job openings:

Full-time
Re-posted 21 days ago
Huntington National Bank rating
8.2
Based on 171 frontline employees who took The Breakroom Quiz
50th of 171 rated banks
Job 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 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.
What Huntington National Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Huntington Bank
Sourced by ZipRecruiter