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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 expert 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
May manage more complex 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 and has vast historical knowledge based on experience in multiple market cycles to ensure effective communication to clients and partners
Likely to lead project teams as assigned by PMG leadership
Likely to serve as a liaison between portfolio managers and PMG leadership
Likely to serve as a mentor or leader to other portfolio managers
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 in Business, Finance and/or Economics
Technical training in estate planning and financial and economic markets
Ten (10) years in investment management or equivalent experience
Preferences
Bachelor’s degree in Business Administration, Finance or Economics, or International Equivalent
Technical Training in financial and economic markets
Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Skills and Competencies
Excellent interpersonal skills
Excellent oral and written communication skills
Leadership skills
Proven out-performance in investment management and client service
Sales and presentation skills
Skilled in applicable computer software programs
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.

Please refer the Job description for details