Institutional Asset Management & Trust Advisor jobs in United States
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Huntington National Bank · 4 hours ago

Institutional Asset Management & Trust Advisor

Huntington National Bank is seeking an Institutional Asset Management & Trust Advisor to build and maintain relationships with corporate and non-profit boards, investment committees, and institutional decision-makers. The role involves managing a personal book of business and delivering high-touch service while leading pipeline development and representing the institutional team on various initiatives.

Asset ManagementFinanceFinancial Services

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

Qualification

Client relationship managementCommunication skillsAnalytical abilitiesStrategic planningCFACAIAAIF designationNegotiation skillsPresentation skillsCollaborative mindset

Required

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

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

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase