Institutional Asset Management & Trust Advisor
Huntington National Bank
Cleveland, OH, USA · Akron, OH, USA
Description
Summary:
Location: Open to any office within the Huntington footprint.
The Institutional Asset Management & Trust Advisor serves as a key relationship builder and growth driver within our institutional business, working alongside our Directors of Institutional Asset Management & Trust to service and expand our client base. This role requires someone who thrives in a fast-moving, relationship-driven environment.
Duties and Responsibilities:
Client-Facing Responsibilities:
∙ Build and maintain relationships with institutional decision-makers, including corporate and non-profit boards, investment committees, and business owners
∙ Manage and grow a 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 in institutional investment management and/or trust administration
Business development experience with proven organic growth/sales track record
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 investment management, trust administration and internal capabilities
Familiarity with specialty trust business lines and services, including Pooted Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
∙ Excellent communication, negotiation, and presentation skills
∙ Strong analytical and strategic planning abilities
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
OfficeOur 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:
The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. 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.