Wealth Portfolio Manager

Location: San Antonio, TX - Downtown, United States

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.

What you will do

• 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 operational committees and test and evaluate wealth management operations.
• Analyze assets for inclusion on the approved investment list through the asset review committee.
• Support business development and build client relationships through clear communication.
• Mentor and guide lower-level staff.

Requirements

• Bachelor’s degree in an appropriate discipline.
• 5+ years of portfolio management experience overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization, or 3+ years with a relevant master’s degree, CFA, or CFP designation.
• Thorough understanding of financial markets and security types, with the ability to communicate investment concepts to clients.
• Experience managing or advising on multi-asset-class portfolios.
• Strong analytical, problem-solving, organizational, written, and verbal communication skills.
• Proficiency in Microsoft computer applications and ability to work independently and collaboratively under pressure.

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

• 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.
• Referral bonus program.