Asset Management Portfolio Manager

Asset Management Portfolio Manager

At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.

• 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 advanced level
• Initiates and monitors required actions related to modeling and trading of client accounts
• Builds relationships with all partners at an advanced level to retain and grow revenue from existing 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 to ensure effective communication to clients and partners
• Participates in and may lead project teams as assigned by PMG leadership
• May serve as a liaison between portfolio managers and PMG leadership
• May serve as a mentor or leader to other portfolio managers

This position is exempt from time‑keeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

• Bachelor's Degree or International Equivalent
• Seven (7) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent

• Bachelor's degree in Business Administration, Finance or Economics
• Technical Training in financial and economic markets
• Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)

• Analytical, organization and presentation skills
• Knowledgeable about sales techniques and possess sales aptitude
• Proven performance in investment management and client service
• Skilled in applicable computer software programs
  
  Verbal and written communication skills

Full time

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.

Job Range Target :

Minimum: $ USD

Median: $ 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.

• 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.

Location:

Tampa, Florida

Equal Opportunity Employer / including Disabled / Veterans