Asset Management Institutional Consulting Group Area Manager

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At Regions the Asset Management Portfolio Management Area Manager coaches mentors and trains the sales service and portfolio management teams. This position is also responsible for assigned area sales goal revenue retention goals and risk management.

Primary Responsibilities

• Directs a significant portion of the individual and/or trust account business investment activities including direct management

• Handles large complex and profitable High Net Worth and/or trust account assets and investment relationships

• Participates in setting policies and procedures including risk management oversight

• Attends asset allocation and investment strategy meetings to determine portfolio investment structure

• Leads associate engagement planning and implementation and plans continuing education

• Owns the implementation ofwealth planning and develops strategic initiatives

• Participates in speaking engagements for large client and prospect groups

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

• Bachelors degree in a related field

• Ten (10) years ofinvestment experience

Preferences

• Masters degree

• Certified InvestmentManagement Analyst (CIMA) or Chartered Financial Analyst (CFA) certification

Skills and Competencies

• Ability to develop and maintain relationships internally and externally

• Effective leadership and management skills

• Excellent verbal and written communication skills

• High level of expertise in trust principles and regulatory and tax matters relating to the administration of trust accounts

• Proven and effective sales techniques

• Proficiency in Microsoft Office Suite

• Strong organizational skills

• Provide leadership and oversight for institutional investment strategy and portfolio construction.
• Lead complex client engagements involving investment policy development asset allocation reviews spending policy analysis manager due diligence and fiduciary oversight.
• Lead mentor coach and develop a team of institutional portfolio managers and investment consultants.
• Foster a high-performance culture focused on client service excellence accountability collaboration and professional development.
• Develop and execute strategic initiatives with institutional leadership that support the growth and profitability of the Institutional Asset Management business.
• Ensure compliance with regulatory requirements fiduciary standards and internal risk management policies. Maintain strong governance practices across all client relationships and investment processes

Position Type

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:

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.

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