Investment Portfolio Manager - CFA, CFP, CIMA

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

Compensation Details

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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target : Minimum :

$85,234.60 USD

Median : $108,000.00 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.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible 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.

Location Details

Regions Center

Location : Birmingham, Alabama

Equal Opportunity Employer / including Disabled / Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.