Senior Wealth Portfolio Manager (Wealth Management)

Location: San Antonio, TX - Downtown

Company

Banking, investment, and insurance services provider serving businesses and individuals throughout Texas, with a history dating back to 1868.

What you will do

• Independently manage and supervise the deployment of proprietary investment strategies across assigned client accounts.
• Ensure portfolio strategies align with individual client objectives and fiduciary responsibilities.
• Participate in committees and evaluate Wealth Management operations, processes, and client responsibilities.
• Analyze assets for potential inclusion on the approved investment list.
• Supervise and mentor lower-level staff and contribute to business development efforts.

Requirements

• Bachelor’s degree in an appropriate discipline.
• 10+ years of portfolio management experience overseeing investment accounts in a fiduciary capacity at a wealth management or financial services organization.
• Thorough understanding of financial markets and security types, with the ability to explain investment concepts to clients.
• Experience managing or advising on multi-asset-class portfolios, including alternative asset classes.
• Strong analytical, problem-solving, communication, organizational, and multitasking skills.
• Proficiency with Microsoft computer applications and the ability to work independently and collaboratively.

Nice to have

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

Culture & Benefits

• Integrity, caring, and excellence are central working principles.
• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Paid holidays, paid time off, and tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.