What are the responsibilities and job description for the Institutional Asset Management & Trust Advisor position at Huntington National Bank?
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.
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.