Asset Management Institutional Consulting Group Area Manager

Regions Bank•Birmingham, AL

1d•$194,789 - $267,610•Onsite

About The Position

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. At Regions, the Asset Management Portfolio Management Area Manager coaches, mentors, and trains the sales, service, and portfolio management teams. This position is also responsible for assigned area sales goal, revenue retention goals, and risk management.

Requirements

Bachelor's degree in a related field
Ten (10) years of investment experience
Ability to develop and maintain relationships internally and externally
Effective leadership and management skills
Excellent verbal and written communication skills
High level of expertise in trust principles and regulatory and tax matters relating to the administration of trust accounts
Proven and effective sales techniques
Proficiency in Microsoft Office Suite
Strong organizational skills

Nice To Haves

Master's degree
Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) certification

Responsibilities

Directs a significant portion of the individual and/or trust account business’ investment activities, including direct management
Handles large, complex, and profitable High Net Worth and/or trust account assets and investment relationships
Participates in setting policies and procedures, including risk management oversight
Attends asset allocation and investment strategy meetings to determine portfolio investment structure
Leads associate engagement planning and implementation, and plans continuing education
Owns the implementation of wealth planning and develops strategic initiatives
Participates in speaking engagements for large client and prospect groups
Provide leadership and oversight for institutional investment strategy and portfolio construction.
Lead complex client engagements involving investment policy development, asset allocation reviews, spending policy analysis, manager due diligence, and fiduciary oversight.
Lead, mentor, coach, and develop a team of institutional portfolio managers and investment consultants.
Foster a high-performance culture focused on client service excellence, accountability, collaboration, and professional development.
Develop and execute strategic initiatives with institutional leadership that support the growth and profitability of the Institutional Asset Management business.
Ensure compliance with regulatory requirements, fiduciary standards, and internal risk management policies. Maintain strong governance practices across all client relationships and investment processes