Huntington National Bank
Director of Portfolio Solutions, Private Bank
Huntington National Bank - Cincinnati, Ohio, United States, 45208
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Overview
Director of Portfolio Solutions, Private Bank
Join to apply for the
Director of Portfolio Solutions, Private Bank
role at
Huntington National Bank . This role involves serving as a subject matter expert for all Team Managed solutions, including Equity Strategies, Fixed Income Strategies, Diversified Strategies, and Open Architecture options such as Fund Managed Accounts, Huntington Dynamic Portfolio, and Huntington Outcome Portfolios (HOPs). The candidate will also develop additional strategies, perform due diligence activities, and support Portfolio Managers and Advisors in client meetings and business development efforts. Key Responsibilities
Serve as a subject matter expert for all Team Managed solutions Develop and refine investment strategies across various asset classes and open architecture platforms Conduct due diligence activities, including oversight of procedures for mutual funds, ETFs, and managed accounts Participate in investment reviews and due diligence processes with external research and asset managers Support client meetings, assist in closing new business, and coordinate resources for proposals and presentations Lead the Due Diligence Team, including staffing, assignments, and administration Qualifications
Minimum of 10 years of investment management and/or due diligence experience Management experience in portfolio management preferred Professional designations such as CFA, CTFA, CFP are preferred but not required Additional Details
Exempt status: Yes (not eligible for overtime) Workplace type: Office with flexible arrangements possible Huntington is an Equal Opportunity Employer. Specific work arrangements will be provided by the hiring team. Please note that Huntington does not pay fees for unsolicited resumes.
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Join to apply for the
Director of Portfolio Solutions, Private Bank
role at
Huntington National Bank . This role involves serving as a subject matter expert for all Team Managed solutions, including Equity Strategies, Fixed Income Strategies, Diversified Strategies, and Open Architecture options such as Fund Managed Accounts, Huntington Dynamic Portfolio, and Huntington Outcome Portfolios (HOPs). The candidate will also develop additional strategies, perform due diligence activities, and support Portfolio Managers and Advisors in client meetings and business development efforts. Key Responsibilities
Serve as a subject matter expert for all Team Managed solutions Develop and refine investment strategies across various asset classes and open architecture platforms Conduct due diligence activities, including oversight of procedures for mutual funds, ETFs, and managed accounts Participate in investment reviews and due diligence processes with external research and asset managers Support client meetings, assist in closing new business, and coordinate resources for proposals and presentations Lead the Due Diligence Team, including staffing, assignments, and administration Qualifications
Minimum of 10 years of investment management and/or due diligence experience Management experience in portfolio management preferred Professional designations such as CFA, CTFA, CFP are preferred but not required Additional Details
Exempt status: Yes (not eligible for overtime) Workplace type: Office with flexible arrangements possible Huntington is an Equal Opportunity Employer. Specific work arrangements will be provided by the hiring team. Please note that Huntington does not pay fees for unsolicited resumes.
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