Regions Bank · 8 hours ago
Investment Portfolio Manager - CFA, CFP, CIMA
Birmingham, AL
Full-time
Onsite
Mid Level
$85K/yr - $108K/yr
3+ years expRegions Bank is dedicated to providing a supportive career environment for performance-driven individuals. The Investment Portfolio Manager will manage a book of private wealth or institutional clients, develop investment objectives, and implement strategic initiatives while ensuring effective communication and addressing risk-related items.
BankingInsurance
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
Leverage resources to maintain 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
Learn the Regions Client Experience and execute at a competent level
Initiates and monitors required actions related to modeling and trading of client accounts
Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships
Participates in 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 development in the economy and markets to ensure effective communication to clients and partners
Participates in group projects as assigned by management
Qualification
Required
Bachelor's degree or International Equivalent
Three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
Analytical, organization and presentation skills
Knowledgeable about sales techniques and possess sales aptitude
Skilled in applicable computer software programs
Verbal and written communication skills
Preferred
Bachelor's degree in Business Administration, Finance or Economics
Technical Training in financial and economic markets
Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Benefits
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
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
10001+ employees
H1B Sponsorship
Regions Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (40)
2023 (41)
2022 (42)
2021 (32)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase