Wealth Portfolio Manager

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.

- Bachelor’s degree in Finance, Accounting, Economics or a related field required. Master's Degree preferred.

- 5 years of relevant financial services experience, preferably with a bank, or 3 years of experience directly managing investments.

- Accreditation from the CFA Institute or Chartered Market Technician CMT, or willingness to work to achieve is strongly preferred.

- Understanding of Modern Portfolio Theory, Adaptive Market Theory, fiduciary responsibilities, and investment policy implementation.

- Excellent analytical, time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

- Excellent verbal, written and interpersonal communication skills.

- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Interest in emerging investment technologies, artificial intelligence applications, automation tools, and data-driven analytical techniques.

- Self-motivated professional capable of exercising sound judgment with appropriate supervision and guidance.

- Willingness to travel on a limited basis for new opportunities and/or client meetings.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.