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 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 ManagerWorks with clients and multiple partners to development investment objectives and goals through discussion and identification of client prioritiesImplements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset ManagementEffectively Implement Portfolio Management Group Strategic Initiatives and may provide inputLeverage resources to maintain and increase efficiency to focus on clients at an effective levelAddress and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reportsExecute the Regions Client Experience at an advanced levelInitiates and monitors required actions related to modeling and trading of client accountsWorks with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationshipsParticipates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment managementKeeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partnersParticipates 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

Bachelor’s Degree or International EquivalentFive (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences

Bachelor’s degree in Business Administration, Finance or EconomicsTechnical Training in financial and economic marketsProgress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)

Skills and Competencies

Analytical, organization and presentation skillsKnowledgeable about sales techniques and possess sales aptitudeSkilled in applicable computer software programsVerbal and written communication skills

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:

Median:

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.

Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate 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.

https://www.regions.com/welcometour/benefits.rf

Location DetailsCowan Road

Location:Gulfport, Mississippi

Bring Your Whole Self to Work  

   

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.

   

OFCCP Disclosure: Equal Opportunity Employer/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.