Institutional Asset Management & Trust Advisor

Huntington National BankCincinnati, OH
1dOnsite

About The Position

Description Client-Facing Responsibilities: ∙ Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers ∙ Manage and grow a personal book of business serving sophisticated institutional clients ∙ Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner Growth and Internal Partnership: ∙ Lead pipeline development and reporting, ensuring visibility into institutional opportunities across our footprint ∙ Wholesale institutional capabilities internally, becoming a go-to resource for commercial teams, regional partners, and business verticals across the bank ∙ Represent the institutional team on road shows and cross-functional initiatives, building endorsements and referral relationships throughout the organization Basic Qualifications: ∙ Experience working with corporate and non-profit boards and investment committees ∙ Proven ability to manage competing priorities while sustaining and growing client relationships ∙ Strong communication skills - both client-facing and internally ∙ Collaborative mindset with a willingness to travel as needed ∙ Bachelor’s degree in business or a related field Preferred Qualifications: ∙ Established network of internal and external contacts ∙ Strong analytical and strategic planning abilities ∙ Deep knowledge of go-to-market strategy specific to asset management and internal capabilities ∙ Proven high sales performance and client relationship growth ∙ Excellent communication, negotiation, and presentation skills ∙ Strong analytical and strategic planning abilities ∙ CFA, CAIA, or AIF designation preferred but not required 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. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to HuntingtonCareers@Huntington.com Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds. EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer Tobacco-Free Hiring Practice 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.

Requirements

  • Experience working with corporate and non-profit boards and investment committees
  • Proven ability to manage competing priorities while sustaining and growing client relationships
  • Strong communication skills - both client-facing and internally
  • Collaborative mindset with a willingness to travel as needed
  • Bachelor’s degree in business or a related field

Nice To Haves

  • Established network of internal and external contacts
  • Strong analytical and strategic planning abilities
  • Deep knowledge of go-to-market strategy specific to asset management and internal capabilities
  • Proven high sales performance and client relationship growth
  • Excellent communication, negotiation, and presentation skills
  • Strong analytical and strategic planning abilities
  • CFA, CAIA, or AIF designation preferred but not required

Responsibilities

  • Build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers
  • Manage and grow a personal book of business serving sophisticated institutional clients
  • Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner
  • Lead pipeline development and reporting, ensuring visibility into institutional opportunities across our footprint
  • Wholesale institutional capabilities internally, becoming a go-to resource for commercial teams, regional partners, and business verticals across the bank
  • Represent the institutional team on road shows and cross-functional initiatives, building endorsements and referral relationships throughout the organization
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