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.

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

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:

$153,005.74 USD

50th Percentile:

$219,166.50 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.Opportunity to participate in the Long Term Incentive Plan.

Location:

West Palm Beach, Florida

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.