85 Wealth Management Companies jobs in Charlotte

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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Ability to Design and Implement application inventory management routines, application to capability mapping with EA, application criticality classification and rating, and application health assessment/rating
+ Collaborate with Enterprise Architecture to identify necessary tools to maintain Application portfolio
+ Ensure Annual Certifications by Application Owners for Data accuracy
+ Responsible for portfolio oversight and governance/controls, and manage risk, audit and regulatory requirements, communication and deliverables associated APM and portfolio governance
+ Track the portfolio's compliance status and report it to relevant stakeholders, including compliance officers and senior management
+ Support Application Life cycle management governance routines
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**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:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**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.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
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.
Details**
Atlanta Midtown
**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.

Overview:

Founded in 1988, Trimont ( is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination-protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.

Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together.

Where people, purpose, and progress come together every day.

Job Summary:

The Director, Credit Portfolio Management, will be responsible for the overall asset management of a portfolio of commercial real estate loans/investments, including complex and/or high touch loans/investments, with little need for detailed supervision.

Responsibilities:

• Respond to customer requests and internal inquiries
• Ensure compliance with loan documents, including covenants and enforce remedies for non-compliance
• Process borrower consent requests, including engage other parties as necessary
• Review, analyze and report on property performance
• Conduct or review, analyze and report on property physical condition inspections and compliance audits
• Identify issues and assess, analyze, and report investor risk
• Interact with borrowers, special servicers, certificate administrators and other internal and external stakeholders
• Review, understand and interpret a wide array of loan/securitization documents
• Understand all aspects of the real estate transaction including the loan/investment structure, borrower/partnership/LLC structure, property, management and market
• Serve as a mentor to assigned Associates

Required Qualifications:

• Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field.
• 7+ years of experience in Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
• 3+ years of management experience through direct or indirect structures

• Experience in reviewing and analyzing commercial real estate loan documents and deal documents

• Strong analytical and problem-solving skills, with the ability to interpret complex loan documents and identify critical triggers.
• Effective communication and collaboration skills to work with internal teams and external partners.
• Detail-oriented with the capacity to manage multiple priorities in a fast-paced environment.

Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74900
**The Role at a Glance**
This position is responsible for evaluating and prioritizing strategic technology initiatives and effectively influencing leadership and key internal stakeholders to drive outcome-focused delivery in alignment with the organization's strategic objectives. They will also provide thought leadership and oversight to ensure the portfolio remains relevant and competitive and balances demand with capacity.
**What you'll be doing**
+ Leads the collaboration of senior management and key internal stakeholders to strategically develop and prioritize the project pipeline of technology initiatives based on strategic importance.
+ Provides thought leadership and advises key stakeholders on portfolio management strategies to ensure technology projects, programs, and products are aligned with the organization's strategic objectives.
+ Develops processes and operating procedures for prioritizing IT initiatives based on the organization's strategic plan, budget and resource capacity.
+ Communicates the status, value, and importance of technology initiatives to senior leadership.
+ Leads regular portfolio reviews and status meetings with stakeholders.
+ Leads the prioritization and re-prioritization process to ensure that all efforts are tied to current business requirements.
+ Leads the development of risk mitigation and compliance strategies to ensure that the IT portfolio adheres to compliance requirements and relevant policies and regulations.
+ Partners with IT Finance on financial planning and forecasting including on actual vs. forecasted spend, updated ROI, and total cost of ownership across the portfolio.
+ Drives and directs the development of reporting processes to monitor, analyze, and communicate the performance of the IT portfolio.
+ Anticipates and provides solutions to high complexity portfolio management issues or conflicts.
+ Builds and maintains relationship both within IT and with Business Partners to understand and be able to respond to the changing needs of our business.
**What we're looking for**
_Must-haves:_
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
+ 12+ Years' experience in IT program/portfolio management, PMO leadership, or IT strategy, including 5+ years of managerial, strategy and influencing senior management/critical stakeholders experience.
_Nice-to-haves:_
+ Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
+ Excellent written and verbal communication skills.
+ Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiative
**Application Deadline**
Applications for this position will be accepted through August 22nd, 2025, subject to earlier closure due to applicant volume
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $157,000 - $285,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Description

Summary:

Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.

Duties and Responsibilities:

* Underwrite and close broadly syndicated, complex commercial loans
* Provide credit recommendations to the appropriate level of credit administration
* Review loan documentation in consultation with legal counsel
* Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
* Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
* As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members

Basic Qualifications:

* Bachelor's degree required
* 7+ years of related portfolio management experience

Preferred Qualifications:

* 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.
* Industry knowledge and established networks within the A&D sector highly preferred
* Completion of formalized credit training program
* Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
* Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
* Demonstrated leadership experience by providing coaching, skill development and feedback to team members
* Proven negotiation skills
* Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
* Strong written and verbal communication skills
* High degree of professionalism

Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois

#Huntingtonproud

#CML

#LI-MK1

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$93,000.00 -$189,000.00 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Description

Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.

Duties and Responsibilities:

+ Underwrite and close broadly syndicated, complex commercial loans

+ Provide credit recommendations to the appropriate level of credit administration

+ Review loan documentation in consultation with legal counsel

+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions

+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting

+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members

Basic Qualifications:

+ Bachelor's degree required

+ 7+ years of related portfolio management experience

Preferred Qualifications:

+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.

+ Industry knowledge and established networks within the A&D sector highly preferred

+ Completion of formalized credit training program

+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk

+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities

+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members

+ Proven negotiation skills

+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process

+ Strong written and verbal communication skills

+ High degree of professionalism

Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois

#Huntingtonproud

#CML

#LI-MK1

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$93,000.00 -$189,000.00 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description

Summary:
Huntingtons Director, Portfolio Management will manage a book of business in the banks Aerospace & Defense (A&D) vertical within Huntingtons Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.

Duties and Responsibilities:

• Underwrite and close broadly syndicated, complex commercial loans
• Provide credit recommendations to the appropriate level of credit administration
• Review loan documentation in consultation with legal counsel
• Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
• Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
• As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members

Basic Qualifications:

• Bachelors degree required
• 7+ years of related portfolio management experience

Preferred Qualifications:

• 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.
• Industry knowledge and established networks within the A&D sector highly preferred
• Completion of formalized credit training program
• Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
• Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
• Demonstrated leadership experience by providing coaching, skill development and feedback to team members
• Proven negotiation skills
• Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
• Strong written and verbal communication skills
• High degree of professionalism

Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois.

Exempt Status: Yes (not eligible for overtime pay)

Workplace Type: Office

Compensation Range: $93,000.00 - $189,000.00 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

#J-18808-Ljbffr

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Understanding of Financial Institutions Insurance
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7 or more years of Financial Institution portfolio management experience
Preferred Qualifications:
+ Insurance experience in Property Causality and Life is highly preferred
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the FIG sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00- $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7+ years of related portfolio management experience
Preferred Qualifications:
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the A&D sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
#Huntingtonproud
#CML
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 -$189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

**What You'll Do**
We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery of business results and lead a team for the OCIO business!
+ Collaborate with others from across the organization to advance strategic initiatives, drive business enhancements, lead new business expansion and growth efforts
+ Manage large and complex client relationships and advisory engagements
+ Contribute to the creation of timely research, market intelligence, and thought leadership
+ Lead a team of OCIO client portfolio managers that work across client types (endowments, foundations, non-qualified, pension).
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at You Are**
+ Bachelor's Degree or equivalent
+ 8+ years of relevant experience, including proven success in roles such as client portfolio manager, commercial product specialist, investment consultant, investment strategist, or portfolio strategist, with demonstrated expertise navigating multiple market cycles
+ Demonstrated experience managing a client facing team
+ Experience with a successful track record of cultivating strong relationships with clients and constituents (advisors, consultants, investment committees, plan sponsors) and in the design, advising and management of multi-asset solutions for clients
+ Experience with LDI (liability driven investments)
+ Experience creating solutions across different client types including pensions, endowments, foundations, operating funds and non-qualified plans.
+ Experience withmulti-manager & multi-asset class portfolios including alternatives, equities, and fixed income asset classes and other institutional investment strategies
**Skills That Will Help You Stand Out**
+ Achievement of a professional designation such as CFA, CAIA, FRM, CIMA, MBA or ASA/FSA
+ Strong understanding of capital markets, global economies, investment strategy, portfolio construction, risk models and asset allocation frameworks/models, the competitive landscape and regulatory environment
+ Experience working in a global, matrixed organization
+ Proficiency with Microsoft Office Suite, Adobe, Morningstar Direct, PFaroe, SEI Trust System, Salesforce and Power BI
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$ - $ / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
No
**Location(s)**
We're open to considering remote, in-office or hybrid talent. Locations for hybrid talent are Minneapolis, Des Moines, Charlotte, Chicago, or New York City. Preferred locations to be located with other team members are Minneapolis or Des Moines.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
**Principal** **is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
8/12/2025
**Most Recently Posted Date**
9/5/2025
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