Institutional Asset Management & Trust Advisor
About The Position
Description Client-Facing Responsibilities: ∙ Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers ∙ Manage and grow a personal book of business serving sophisticated institutional clients ∙ Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner Growth and Internal Partnership: ∙ 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
Requirements
- Experience working with corporate and non-profit boards and investment committees
- 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 asset management and internal capabilities
- Proven high sales performance and client relationship growth
- Excellent communication, negotiation, and presentation skills
- Strong analytical and strategic planning abilities
- CFA, CAIA, or AIF designation preferred but not required
Responsibilities
- Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers
- Manage and grow a personal 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
