Portfolio Manager
ThinkingAhead Executive Search
Portfolio Manager – Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas Are you a relationship-driven lending professional who thrives behind the scenes making deals happen? Our client — a regional community bank recognized as a "Best Place to Work" for over a decade — is seeking a Portfolio Manager to join their growing Dallas-Uptown team. This is a career‑building opportunity to work alongside top‑producing Loan Officers, sharpen your credit and analytical skills, and become a trusted advisor to commercial and consumer banking clients. Why You'll Want This Role - Work with the best – Support high-performing Loan Officers and gain hands‑on exposure to complex commercial and consumer credit deals. - Grow, don't just work – Join a true learning organization with mentorship, personal growth planning, and a clear runway toward Loan Officer or leadership tracks. - Culture that walks the talk – A workplace consistently recognized for employee satisfaction, community involvement, and putting people first. - Real ownership – Employee Stock Ownership Program and 401(k) match up to 6%, so your work builds your own equity too. - Make an impact locally – Build your book of business through relationship banking and community engagement in the thriving Dallas-Uptown market. What You'll Do Serve as a key point of contact for commercial and consumer loan clients, ensuring an exceptional customer experience from application to close. Partner closely with Loan Officers on financial analysis, underwriting support, loan documentation, and covenant monitoring. Identify cross-sell opportunities and deepen client relationships across the full suite of banking products. Help drive business development through community involvement and relationship building. Maintain portfolio quality by managing delinquency and collections within bank guidelines. What You Bring Bachelor's degree in Business, Finance, or equivalent experience. 2+ years in financial services; consumer or commercial lending background preferred. Sharp analytical instincts, sound judgment, and a proactive, project-ownership mindset. Polished communication skills and a professional presence — you're the face of the bank to your clients. A dependable, detail-oriented approach to documentation, compliance, and deadlines. Ready to Take the Next Step? This is a confidential search conducted on behalf of our client. If you're a lending professional ready to grow your career with a company that genuinely invests in its people. #J-18808-Ljbffr
- ...Loan Portfolio Manager PlainsCapital Bank is seeking to hire a Loan Portfolio Manager. The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio...SuggestedBank staffWork at officeRelocation packageWeekend work
- ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. This position will support...SuggestedWork at office
- ...Role type: Portfolio Manager Quantity of resources: 1 Resource will need experience and insights into the enterprise capital process to support the capital planning process for the business and partner with IT. They will also need experience managing the business, Ops...Suggested
- ...Program Director Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives. Key responsibilities include: Strategic planning: Program...Suggested
- ...Job Description Job Description Responsible for managing larger and most complex middle market and corporate credits. Ensures the portfolio achieves soundness, profitability, and growth objectives. Provides credit and sales support to Corporate Banking. Skills and...SuggestedFull timeWork experience placementWork at officeMonday to Friday
- ...Job Description Job Description ABOUT US Worth Ross Management Company (WRMC) is an award-winning leader in luxury multifamily... ...a genuine commitment to service. ABOUT THE ROLE As a Portfolio Manager, you will provide leadership and oversight for multiple...Temporary work
$91 - $92 per hour
...IT Portfolio ManagerDallas, Texas, United States$ 91.00 - 92.00 (US Dollar)IT Portfolio Manager needs 10+ years of IT experience with a minimum of five years in a Portfolio/Program management position.IT Portfolio Manager requires:Location Charlotte, NC, Iselin, NJ and...- ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. This position is accountable for...
$86.36k - $101.6k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include:...Temporary workWork experience placementLocal area- Huntington is seeking a Director-level Commercial Portfolio Manager for the Power & Utilities vertical within the Corporate Specialty and Government Banking group. The role involves co-managing a growing portfolio, underwriting complex loans, and providing credit recommendations...Flexible hours
- Forward Air Corporation is seeking an experienced Corporate Real Estate Manager to oversee a portfolio of commercial properties and manage tenant relations, lease administration, and capital projects. You will coordinate vendors, track leases and insurance, and generate...
$93k - $189k
Summary Huntington's Commercial Portfolio Manager -Power & Utilities will co-manage a growing $4.5 billion book of business in the bank's Power & Utilities vertical within Huntington's Corporate Specialty and Government Banking group. In conjunction with Relationship Management...Work at officeRemote workWork from homeFlexible hours- Texas Capital Bank, headquartered in Dallas, seeks a Sr. Portfolio Manager to own the underwriting process for the Private Wealth line, working with Analysts, Associates, and Relationship Managers to evaluate risks and identify cross-sell opportunities. You will drive portfolio...
- ...about. Join us and be part of something extraordinary. Job Description We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas. In this role, you’ll make an impact in the following ways:...Work experience placementLocal areaWorldwideFlexible hours
- ## Wealth and Investment Portfolio Manager IIIApplyremote type: Officelocations: Dallas Uptowntime type: Full timeposted on: Posted Todayjob requisition id: R0071841# **Description*** Manages medium/large and complex portfolios based on client and corporate investment objectives...Work at officeRemote workWork from homeFlexible hours
$155.19k - $299.39k
About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce solutions inside complex customer environments. The role is a hands‑on leadership position that focuses on engineering excellence while...$120.76k - $228.82k
...accommodation is granted as required by law. Job Description The Portfolio Director is responsible for financial governance, planning,... ...The successful candidate will oversee portfolio financial management processes, including budget development, staffing governance,...Contract workTemporary workFor contractorsWork experience placementWork at officeLocal area3 days per week1 day per week- National Life Group is looking for an Insurance Investment Portfolio Manager to lead the investment portfolio for optimal risk-adjusted returns. Responsibilities include managing fixed income, equity, and alternative investments, while ensuring compliance with regulatory...
- Vytwo in Dallas, TX is seeking a Portfolio Manager to lead end-to-end portfolio initiatives spanning growth, integration, efficiencies, product and user experience. The role requires 5+ years in portfolio, program, or project management with demonstrated leadership, plus...
$85k - $150k
...Bank gives people the confidence to reach further. Overview This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential...- Goldman Sachs in Dallas seeks a detail-oriented professional to oversee a diversified portfolio of structured corporate loans collateralized by consumer loans and real estate assets. You will monitor risk, validate collateral, and prepare monthly reporting for stakeholders...
- Qorvo, Inc. is seeking a Professional-level Product Line Manager in Richardson, TX to own product lifecycles, analyze supply chain impacts, and support customers with product information, quotations, and orders. You will drive profitability through cost optimization and...
$75k - $80k
...Job Description Position Description: Job Title: Regional Manager Pay Rate: 70-75k Salary + Performance Bonuses About us:... ...exceptional living experiences for our residents. We manage a diverse portfolio of residential properties, ensuring they are well-maintained...Temporary workWork at office- ...Req ID: 78582 Location: Dallas -DAL Areas of Interest: Portfolio Management Pay Transparency Salary Range: Not Available Application Deadline: 11/02/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and...Local area
- A leading investment firm is expanding its team in Dallas, TX, seeking a Portfolio Manager. The role includes leading quantitative research, asset allocation analysis, and managing investment strategies. Candidates should have over 8 years of experience in asset management...
- ...Responsible for all client investment related matters Develop portfolio allocation strategies for client family and related entities... ...Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers Respond to client...
- SNI Financial is recruiting experienced accounting seniors and managers in the Dallas area for roles that lead into manager or director level positions. The positions offer work-life balance, generous annual bonus opportunities with comprehensive benefit packages, clear...Full time
- ...SAP EPPM Consultant/Manager We are looking for an experienced SAP EPPM Consultant/Manager to lead end-to-end implementations of SAP Project Systems (PS), Portfolio and Project Management (PPM), and S/4HANA Project Management across capital-intensive industries including...Work experience placement
- ...investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees, and advisory service fee Review the fund portfolios valuation and calculate fund NAVs on monthly and quarterly basis Input transactions into the...
- ...regulatory compliance, and investor reporting across a complex portfolio of real estate investment vehicles. The ideal candidate brings... ..., deep technical knowledge of US GAAP/IFRS, and the ability to manage sophisticated investment structures, consolidations, and...Temporary work
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