Regions Financial Corporation
Investment Portfolio Manager - CFA, CFP, CIMA
Regions Financial Corporation, Jacksonville, Florida, United States, 32290
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.
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 develop 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 implements Portfolio Management Group Strategic Initiatives and may provide input
Leverages resources to maintain and increase efficiency to focus on clients at an effective level
Addresses and responds to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
Executes the Regions Client Experience at an expert 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
May manage more complex 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 and has vast historical knowledge based on experience in multiple market cycles to ensure effective communication to clients and partners
Likely to lead project teams as assigned by PMG leadership
Likely to serve as a liaison between portfolio managers and PMG leadership
Likely to 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 in Business, Finance and/or Economics
Technical training in estate planning and financial and economic markets
Ten (10) years in investment management or equivalent experience
Preferences
Bachelor’s degree in Business Administration, Finance or Economics, or International Equivalent
Technical Training in financial and economic markets
Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Skills and Competencies
Excellent interpersonal skills
Excellent oral and written communication skills
Leadership skills
Proven out-performance in investment management and client service
Sales and presentation skills
Skilled in applicable computer software programs
Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$153,005.74 USD
50th Percentile:
$219,166.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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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 develop 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 implements Portfolio Management Group Strategic Initiatives and may provide input
Leverages resources to maintain and increase efficiency to focus on clients at an effective level
Addresses and responds to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports
Executes the Regions Client Experience at an expert 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
May manage more complex 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 and has vast historical knowledge based on experience in multiple market cycles to ensure effective communication to clients and partners
Likely to lead project teams as assigned by PMG leadership
Likely to serve as a liaison between portfolio managers and PMG leadership
Likely to 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 in Business, Finance and/or Economics
Technical training in estate planning and financial and economic markets
Ten (10) years in investment management or equivalent experience
Preferences
Bachelor’s degree in Business Administration, Finance or Economics, or International Equivalent
Technical Training in financial and economic markets
Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Skills and Competencies
Excellent interpersonal skills
Excellent oral and written communication skills
Leadership skills
Proven out-performance in investment management and client service
Sales and presentation skills
Skilled in applicable computer software programs
Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$153,005.74 USD
50th Percentile:
$219,166.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
#J-18808-Ljbffr