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.
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Job Description:
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 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
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 or International Equivalent
Three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
Preferences
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)
Skills and Competencies
Analytical, organization and presentation skills
Knowledgeable about sales techniques and possess sales aptitude
Skilled in applicable computer software programs
Verbal and written communication skills
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
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.
