About this role
PlainsCapital Bank is looking to hire a Wealth Portfolio Manager. Responsible for the day-to-day management and implementation of investments for a specific group of clients, utilizing approved investment strategies, asset allocations, and model portfolios established by the Investment Policy Committee and Chief Investment Officer, monitoring and rebalancing the investments, implementing tactical decisions, and managing tax strategy and attributing performance where applicable. These clients are primarily affluent individuals/families, corporations, or charitable organizations. Considered an integral role to each relationship, and although the assigned Administrator will often be the “Relationship Manager,” the PM’s specific involvement in communicating with each client will be determined by each relationship’s unique considerations and needs.