Institutional Asset Management & Trust Advisor

Huntington National BankColumbus, OH
Hybrid

About The Position

The Institutional Asset Management & Trust Advisor serves as a key relationship builder and growth driver within our institutional business, working alongside our Directors of Institutional Asset Management & Trust to service and expand our client base. This role requires someone who thrives in a fast-moving, relationship-driven environment.

Requirements

  • Experience in institutional investment management and/or trust administration
  • Business development experience with proven organic growth/sales track record
  • Proven ability to manage competing priorities while sustaining and growing client relationships
  • Strong communication skills - both client-facing and internally
  • Collaborative mindset with a willingness to travel as needed
  • Bachelor’s degree in business or a related field

Nice To Haves

  • Established network of internal and external contacts
  • Strong analytical and strategic planning abilities
  • Deep knowledge of go-to-market strategy specific to investment management, trust administration and internal capabilities
  • Familiarity with specialty trust business lines and services, including Pooted Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
  • Excellent communication, negotiation, and presentation skills
  • Strong analytical and strategic planning abilities

Responsibilities

  • Build and maintain relationships with institutional decision-makers, including corporate and non-profit boards, investment committees, and business owners
  • Manage and grow a book of business serving sophisticated institutional clients
  • Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner
  • Lead pipeline development and reporting, ensuring visibility into institutional opportunities across our footprint
  • Wholesale institutional capabilities internally, becoming a go-to resource for commercial teams, regional partners, and business verticals across the bank
  • Represent the institutional team on road shows and cross-functional initiatives, building endorsements and referral relationships throughout the organization
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