Asset Management Portfolio Manager

Huntsville, AL - Clinton Avenue Main Office, US💼 Full-time💰 $105,057–$105,057🗓 2026-10-02 → 2026-10-03

Core

Manages a book of Private Wealth or Institutional Clients as a Portfolio Manager, developing investment objectives and implementing strategies.

Role type

Senior IC portfolio manager

Builds

Managed investment accounts for private wealth and institutional clients

Domain

Asset Management / Wealth Management

Required skills

Investment strategy, client relationship management, risk management, sales process leadership, market trend analysis, portfolio modeling and trading

Preferred skills

CFA designation, CFP designation, CIMA designation, knowledge of financial and economic markets

Technologies

Applicable computer software programs

Responsibilities

Develop investment objectives and goals with clients, implement investment changes based on guidelines, address risk-related items, monitor modeling and trading actions, build partner relationships to retain and grow revenue, participate in sales process for new business opportunities, keep abreast of economic and market trends

Seniority

Senior, hands-on IC

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About regions

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