Regions Bank · 1 week ago
Investment Portfolio Manager - CFA, CFP, CIMA
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
$153K/yr - $219K/yr
10+ years expRegions Bank is dedicated to providing a career-oriented environment for its associates. The Asset Management Portfolio Manager will manage a portfolio of either Private Wealth or Institutional Clients, focusing on investment objectives, client relationships, and strategic initiatives to enhance client experience and revenue growth.
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 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 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
Qualification
Required
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
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
Preferred
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)
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