Asset Management Portfolio Manager

Regions Bank•Clearwater, FL

4d•Onsite

About The Position

At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. Primary Responsibilities Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input Leverage resources to maintain and increase efficiency to focus on clients at an effective level Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports Execute the Regions Client Experience at an advanced level Initiates and monitors required actions related to modeling and trading of client accounts Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners Participates in and may lead project teams as assigned by PMG leadership May serve as a liaison between portfolio managers and PMG leadership May serve as a mentor or leader to other portfolio managers This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.

Requirements

Bachelor’s Degree or International Equivalent
Seven (7) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Nice To Haves

Bachelor’s degree in Business Administration, Finance or Economics
Technical Training in financial and economic markets
Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Analytical, organization and presentation skills
Knowledgeable about sales techniques and possess sales aptitude
Proven performance in investment management and client service
Skilled in applicable computer software programs
Verbal and written communication skills

Responsibilities

Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input
Leverage resources to maintain and increase efficiency to focus on clients at an effective level
Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
Execute the Regions Client Experience at an advanced level
Initiates and monitors required actions related to modeling and trading of client accounts
Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners
Participates in and may lead project teams as assigned by PMG leadership
May serve as a liaison between portfolio managers and PMG leadership
May serve as a mentor or leader to other portfolio managers

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Opportunity to participate in the Long Term Incentive Plan.