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 and may provide input
• Leverage resources to maintain and increase 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
• Execute the Regions Client Experience at an advanced level
• Initiates and monitors required actions related to modeling and trading of client accounts
• Works with all partners at an advanced level by building relationships 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 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

Preferences

Skills and Competencies

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 :

$103,710.20 USD

Median : $137,640.00 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.

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

Buckhead

Location : Atlanta, Georgia

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.