Senior Wealth Portfolio Manager (Finance)

Location: Houston, TX - Post Oak, United States

Company

hirify.global is a long-established U.S. bank providing banking, investment, and insurance services to businesses and individuals throughout Texas.

What you will do

• Independently manage and supervise deployment of proprietary investment strategies across assigned client accounts.
• Ensure portfolio strategies align with specific client objectives and fiduciary responsibilities.
• Participate in department committees and testing and evaluation of wealth management operations.
• Analyze assets for potential inclusion on the approved investment list.
• Support business development and mentor lower-level staff.

Requirements

• Bachelor’s degree in an appropriate discipline.
• 10+ years of experience managing investment accounts in a fiduciary capacity at a wealth management or financial services organization.
• Thorough understanding of financial markets, security types, and multi-asset class portfolios.
• Strong analytical, problem-solving, communication, and attention-to-detail skills.
• Ability to work independently, collaborate with a team, manage multiple priorities, and work efficiently under pressure.
• Proficiency with Microsoft applications and broad understanding of alternative asset classes.

Nice to have

• Master’s degree in an appropriate discipline.
• CFA, CFP, or another financial industry designation.
• Experience with Fitek, Bloomberg, FactSet, or public presentations.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program, plus a referral bonus program.