Asset Management Portfolio Manager

Location
Dallas, Texas
Salary
Open
Posted
Apr 29, 2023
Closes
May 30, 2023

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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.


https://www.regions.com/welcometour/benefits.rf

Location Details

17 Seventeen Building

Location:

Dallas, Texas

Bring Your Whole Self to Work  

   

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.

   

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans  



Similar jobs

Similar jobs