Wealth Management Centralized Trading Manager

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

At Regions, the Wealth Management Centralized Trading Manager executes Wealth Management’s strategic priorities through tactical oversight, management, operations, and design of centralized trading for Asset Management and other portions of Wealth Management.  This role manages a team of Centralized Trading Analysts and serves as the subject matter expert on trading systems and processes. This position drives continual efficiencies and enhancements to the trading process and systems to meet the needs of clients and the organization.

Leads and oversees operations, training, and the development of the Centralized Trading group through proactively estimating personnel developmental needs, assigning work, meeting completion dates, and interpreting and ensuring the consistent application of organizational policies Oversees trading of the team’s client portfolios, ensuring timely and accurate trades Operates as a strategic partner for senior management, Portfolio Managers, and Analysts by proactively developing and executing transformational strategies to increase overall trading efficiency and enhance risk mitigation Executes on technical and non-technical initiatives, while identifying continuous improvement opportunities Initiates, maintains, monitors, and executes required actions to effect security transactions in accounts where given trading authority; rebalances, raises and invests cash, implements model changes, and liquidates accounts as required Supports Portfolio Managers, Private Wealth Management (PWM) Trust Advisors, and Relationship Consultants with the implementation of investment policies, unique trade requests, and actions developed by the Investment Working Group Provides investment advice and guidance to PWM Trust Advisors and Relationship Consultants through developing client investment objectives and investment policy statements, monitoring portfolio risks, and effecting trades within client portfolios Executes on the trading platform with expert-level knowledge, participates in the testing of quarterly software updates, detects and elevates system issues to the trading platform vendor, and provides training to Regions Asset Management Portfolio Managers regarding functionality Participates in developing ideas and executing practices to increase overall trading efficiency and enhance risk mitigation for the Asset Management business unit Possesses a deep understanding of Asset Managements’ best thinking and model creation, current asset allocation and tactical allocations in RAM's Mutual Fund and Manager Models and Central Trading Group (CTG) firm level fulfillment models May serve as a system/user interface owner, managing the prioritization of the product development roadmap   This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not