Senior Wealth Advisor, Trust & Portfolio Management
Texas Regional Bank
Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in San Antonio or nearby Hill Country. You will lead client relationships, design discretionary portfolios, monitor performance, and collaborate with bankers and trust officers to grow the wealth management business. The role requires a bachelor’s degree, 10+ years in client-facing wealth management, and licensing progress (Series 65 preferred or to be obtained within 60 days). #J-18808-Ljbffr Texas Regional Bank
- ...an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high... ...and deposits, along with basic knowledge of investments and trusts. This is a unique opportunity to leverage your extensive...Senior
- Cape Fox Shared Services seeks a Program Manager to lead a portfolio of federal contracts, supervise Project Managers, and drive business development. You will ensure schedule and budget adherence, maintain compliance, and coordinate with government clients to advance program...Senior
- Worth Ross Management Company (WRMC) is seeking a Portfolio Manager to lead multiple residential communities, ensuring strong financial oversight, compliance, and exceptional resident service. You will guide on-site teams, manage budgets, and partner with Boards and internal...SeniorWeekday work
- Rio Bank is recruiting an experienced Senior Trust Officer to expand our Trust & Wealth Management presence across San Antonio and the Texas Hill Country. You will... ...trust and estate relationships, act as a trusted advisor, and contribute to business development while...Senior
$106.8k - $160.2k
...Grumman Mission Systems is a trusted provider of mission-enabling... ...global security. We have a wide portfolio of secure, affordable,... ...technologies. Our differentiated battle management and cyber solutions deliver... ...you to join our team as a Senior Principal Contract...SeniorFull timeContract workWork experience placementRelocationShift work- ...spectrum for a global client base, managing over $61 billion in gross... ...within a diversified portfolio across North America and Europe... ...provides direct exposure to senior leadership, including Portfolio... ...special projects. Act as a trusted analytical resource and partner...Casual workWork at office
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting... ...Industry Non-Profit Organization Management Type Non Profit Founded 2017... ...will be responsible for leading a portfolio of principal and major gift prospects, with...Senior
- ...environment.Position SummaryThe Digital Portfolio Manager is responsible for supporting the... ...to develop and manage long-term and/or trusting relationships with internal or external... ...relationship is crucial to on-going success. At a senior level, it includes C-level...Full timeTemporary workLocal area
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial... ...wealth management and customized investment portfolios Participate in building new client...Senior
- A leading defense technology firm is seeking a Senior Endpoint Engineer / R&D Specialist in San Antonio, TX. The role involves architecting and developing endpoint management solutions, ensuring compliance with cybersecurity standards, and leading support efforts. The ideal...Senior
- Senior Advisor, Technical Account ManagerClients around the globe put Dell... .... Our Technical Account Managers (TAMs) address their two biggest... ...of the Dell Technologies portfolio to include storage, compute,... ...relationships within Dell and earn trust amongst the account...Senior
- ...leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow,... ...financial solutions. Responsibilities include managing complex commercial and individual loans, developing...Senior
- BOK Financial seeks a Private Banker in San Antonio to act as a trusted advisor for high-net-worth clients. This role involves developing new business opportunities and managing existing credit relationships while delivering comprehensive financial solutions such as Brokerage...Senior
- Fifth Third Bank is seeking a Senior Investment Advisor for Private Bank clients in San... ...by presenting investment management solutions and coordinating with Wealth Management Advisors. You will... ...Policy Statements for client portfolios, ensure IPS-aligned portfolio...Senior
- South Texas Community Bank is seeking a skilled Credit Analyst / Portfolio Manager in South Texas. You will analyze financial data, prepare loan memos, and oversee a mixed loan portfolio while supporting lending decisions and maintaining regulatory compliance. The role...
- ...Senior Account Executive – Strategic Communications We're seeking... ...to serve as the primary advisor for a portfolio of mission-driven organizations... ...point of contact and trusted advisor for assigned client... ...quality communications campaigns. Manage multiple projects simultaneously...Senior
- ...Description Job Description Join Our Team! San Antonio HOA Portfolio Community Manager San Antonio, Texas Competitive Salary plus... ...homeowners, and community stakeholders. Serve as the trusted advisor and primary liaison for assigned communities. Prepare...For contractorsWork at officeLocal areaAfternoon shift
- ...reviews, control validation, and assurance activities. This role serves as a trusted advisor to technology, business, compliance, procurement, and security stakeholders, helping them understand and manage cybersecurity risk while supporting regulatory, contractual, and...SeniorFull time
$77k - $214k
...ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob Description &... ...technology risk consultations. As a Senior Associate you are expected to analyze complex... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be...SeniorFull timeH1b- ...Huntington Bank is looking for a Portfolio Manager III to manage and deepen customer relationships while mitigating business risks. This role requires a Bachelor’s degree and over 12 years of relevant experience in a commercial banking environment. You will oversee a commercial...SeniorRemote work
- Wealth Advisor - Independent RIA / Wealth Management Compensation: Competitive base salary + uncapped growth compensation... ...If you've spent 5+ years earning trust with retirees and pre‑retirees and... ...from Associate Wealth Advisor to Senior Wealth Advisor, with mentorship overrides...
$83.4k - $98.11k
Senior Investment Risk AnalystSan Antonio, TX or Boston, MAAbout Victory Capital:Victory... ...: VCTR) is a diversified global asset management firm. We serve institutional, intermediary... ...Accounts, UCITs).Working knowledge of Portfolio Accounting, Asset Class configuration, fund...SeniorFull timeWork at officeLocal areaFlexible hours$65 - $75 per hour
...JOB TITLE: Senior Project Manager LOCATION: San Antonio, TX (Onsite) DURATION... ...projects within the portfolio. This position is responsible... ...leadership and establishes trust within the PMO, project teams... ...Engages on projects as an advisor and guide regularly....SeniorHourly payFull timeWork at office$110.7k - $218.3k
...21/2026.Work you’ll do As a Senior Consultant on the Capital Projects... ...implementation of Project Management Information Systems (PMIS)... ...and Real Estate team are trusted advisors to clients in managing physical... ...from their real estate portfolios and functions by developing...SeniorLocal area$110.7k - $218.3k
...Deloitte!Work you’ll do As a Senior Consultant on the Capital... ...controls, and construction management processes that support capital... ...Infrastructure and Real Estate team are trusted advisors to clients in managing... ...from their real estate portfolios and functions by developing...SeniorLocal areaVisa sponsorship$124k - $280k
...SummaryThe OpportunityAs an Oracle PMO - Senior Manager, you will lead and manage large-scale... ...Coordinating project integration and project portfolio management (PPM)Travel RequirementsUp... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be...SeniorFull timeH1b$177.69k
...Position Summary We're seeking a Senior Account Executive (known to N2... ...succeed Confident enough to trust N2's proven system and make it... ..., community-driven content Manage your territory, sales pipeline... ...community events. Our portfolio includes 800+ custom publications...SeniorLocal areaWork from homeHome officeFlexible hours$103.45k - $197.73k
...competitive products, exceptional service and trusted advice. We seek to be the #1 choice for... ...Opportunity As a dedicated Program Manager Senior, you will be focused on the management,... ...in Principles of Project, Program or Portfolio Management to develop multi-year...SeniorH1bWork at officeRemote workRelocation packageFlexible hours$123.8k - $165k
...exciting opportunity for you. We are seeking an Audit Senior Manager to join our growing San Antonio practice. In this... ...of audit and assurance services for a diverse client portfolio while serving as a trusted advisor to business leaders. You will play a key role in driving...SeniorWork experience placementWork at officeLocal area$114.08k - $218.03k
...competitive products, exceptional service and trusted advice. We seek to be the #1 choice for... ...a dedicated Digital/Technical Product Manager Senior - Customer Identity and Access... ...Agile, Lean Product Development and Lean Portfolio Management environment.Knowledge of digital...SeniorFull timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor, Trust & Portfolio Management. Be the first to apply!
- financial advisor San Antonio, TX
- financial associate San Antonio, TX
- estate planning consultant San Antonio, TX
- associate leveraged finance San Antonio, TX
- financial advisor associate San Antonio, TX
- financial planning associate San Antonio, TX
- financial planning assistant San Antonio, TX
- finance associate San Antonio, TX
- financial counselor San Antonio, TX
- financial planning administrator San Antonio, TX


