Wealth Portfolio Strategist
PlainsCapital Bank
PlainsCapital Bank is seeking a Wealth Portfolio Manager in Austin, TX to oversee day-to-day investments for a select group of affluent clients, families, and institutions, applying approved strategies, asset allocations, and model portfolios established by the Investment Policy Committee and Chief Investment Officer. You will monitor, rebalance, implement tax strategies, and communicate performance and market outlook to clients and internal stakeholders, while participating in meetings and #J-18808-Ljbffr PlainsCapital Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Portfolio Strategist in Austin, TX vacancy
- ...of experienced professionals – including wealth planners, tax advisors, estate attorneys... ...governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private Office... ..., including Private Advisors, portfolio managers, trust officers, attorneys, accountants...SuggestedWork at officeLocal area
Rockefeller Financial
Austin, TX4 days ago $132.5k - $175.3k
...history. That's what we do every day at Amazon. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the Portfolio Strategist role will oversee the creation and delivery of portfolio-wide AMER transaction strategies down to the city, building and org...SuggestedTemporary workFlexible hours- Amazon is seeking a Portfolio Strategist for the Global Real Estate & Facilities (GREF) team in Austin, TX. You will oversee the creation and delivery of portfolio-wide AMER transaction strategies, aligning real estate needs with business goals and presenting strategic...Suggested
- Kestra Investment Management (KIM) in Austin seeks a Senior Portfolio Manager to bridge the portfolio team, advisor marketplace, and business development. The role drives adoption of KIM solutions and strengthens advisor relationships through investment expertise and thought...Suggested
$98k - $110k
Slalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds redefine what’s... ...mapping guidance for the team and support complex process mapping portfolios Understand and lead client outcome and deal strategies to...SuggestedTemporary workLocal area- ...Business Strategists are passionate about driving innovation at the intersection of business viability and human-centered design. In this... ...once a quarter for research and/or client meetings Have a portfolio that includes example(s) of market or competitive analyses,...Temporary workRemote workFlexible hours
EPAM Systems Inc
Austin, TX3 days ago - ...adoption from onboarding through long‑term AI maturity. AI Customer Strategists serve as the primary strategic partner for customers — owning... ...Owns end‑to‑end customer relationship for an assigned portfolio from kickoff through steady‑state AI adoption. Delivers defined...Immediate start
- Audacy, Inc. is seeking a Digital Sales Specialist in Austin, TX to drive revenue growth through a strategic digital portfolio. This consultative role partners with account executives to craft multi-channel campaigns, including Search, OTT/Video, Display, Digital Audio...
- ...program, expanding donor partnerships to advance lifesaving work. You will prospect, cultivate, solicit, and steward a high‑value donor portfolio, produce persuasive materials for top supporters, and collaborate with the Philanthropy team to meet ambitious fundraising goals....
- ...scoring targets, triaging inbound, structuring offers, monitoring portfolio companies), and keep evolving those systems as models and firm... ...order, and how to prepare for it. About the Role As an AI Strategist, you run the client relationships across a set of...InternshipLive in
- ...because now there are two sources of truth. So as one of our first Deployment Strategists, you'll sit at the intersection of sales, engineering, and the customer, and own deployment for a portfolio of accounts: migrating requirements out of legacy tools and spreadsheets,...
- We are seeking an AI Solutions Strategist to turn business challenges into practical AI, automation, and digital solutions that improve... ...reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement...Full timeTemporary workFlexible hours
Emerson
Austin, TX16 days ago - ...educate. About the Role Hammer Media is looking for a YouTube Strategist & Retention Lead to help maximize the performance of Financial... ...PTO: We trust you to manage your time and your results Health & Wealth: 100% coverage for employee health, dental, and vision, plus a...Work at officeRemote work
- NFP, an Aon company, is seeking an experienced Employee Benefits Consultant to serve a portfolio of clients in Austin, Texas. You will lead client strategy, renewal planning, and ongoing consulting initiatives, blending relationship management with benefits expertise and...
- ...our clients. If this sounds exciting to you, let's chat! AI Strategist This is a rare opportunity to sit at the intersection of... ...about and invest in AI. From day one, you'll be working across a portfolio of marquee brands, helping them move from curiosity to confidence...
Further
Austin, TX8 days ago - ...Overview Paid Search Strategist on our Digital Advertising team and step into a leadership opportunity where you’ll supervise a team of 4-5 paid search specialists, oversee campaign excellence, and play a crucial role in keeping our paid search programs running smoothly...
lwtsquad
Round Rock, TX1 day ago $130k - $150k
...Job Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting... ...client meetings, as necessary Mentor and coach Estate Planning Strategists Management of a service specialist, as assigned, as related...Temporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hoursMercer Advisors
Austin, TX22 days ago$152.7k - $294k
...build a better working world. The Global Information Security Strategist is a senior role responsible for shaping and implementing the... ...security. Maintain a deep understanding of the firm’s technology portfolio, security architecture, and the business operations of the...Summer holidayFlexible hoursShift workEY
Austin, TX2 days ago$59.1k - $188.1k
...decision support that reaches beyond macro and geopolitics into portfolio strategy, competition, consumer trends, and business... ...and security, and apply it to a client's business context. Strategists who translate complex analysis into recommendations a leadership...Full timeLive inWork at officeLocal areaShift work- ...accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients... ...continuously evolve Slalom's Migration offerings and service portfolio.What You’ll Bring* Bachelor's degree in Computer Science,...Temporary workLocal area
- Curative is seeking an Open Enrollment Specialist who will represent Curative and lead educational sessions on benefits offered to Curative clients, delivering both virtual and in-person meetings. The role requires coordinating with brokers and client administrators after...
- Bethany Lutheran Church Mission Strategist Austin, TX·Full time Bethany Lutheran Church of Austin Texas seeks a Mission Strategist to work in Austin, Texas to assist our Pastor with Disciple-Making & Faith Formation, including foster a biblical culture of discipleship...Full timeLocal area
$150k - $200k
...global equities and/or ETFs, futures, currencies and optionsJob Responsibilities (include, but not limited to the following)Support Portfolio Managers with alpha research, modelling, portfolio construction, optimization, and implementation of quantitative trading...Casual workFlexible hours$70k
...Job Posting Title Communications Strategist Hiring Department Special Education Position Open To All Applicants Weekly Scheduled Hours 20 FLSA Status Exempt from FLSA Earliest Start Date Oct 01, 2026 Position Duration Expected to Continue Until Dec 31, 2026 Location Texas...For contractorsWork at officeRemote workShift workPhase2 Technology
Austin, TX2 days ago$70k
**Job Posting Title:**Communications Strategist**----****Hiring Department:**Special Education**----****Position Open To:**All Applicants**----****Weekly Scheduled Hours:**20**----****FLSA Status:**Exempt from FLSA**----****Earliest Start Date:**Oct 01, 2026**----****Position...For contractorsWork at officeRemote workUniversity of Texas at Austin
Austin, TX2 days ago- ...the Air Force acquisition ecosystem. You will identify, shape, capture, and scale opportunities that align with ACS's counter-UxS portfolio, serving as the connective tissue between customers, product management, engineering, operations, and executive leadership. This role...
- Brandcoven is looking for a Customer Education Specialist to develop and implement training programs remotely across the USA. The ideal candidate will have a Bachelor's degree in Education or related fields and at least 3 years of customer education experience. The individual...Remote job
$100 per hour
A leading AI research accelerator is seeking Finance Professionals with Investment Banking experience. This is a remote consulting role that offers $100/hr, focused on guiding AI systems in financial transactions. Responsibilities include reviewing AI-generated financial...Remote job- Overview We are seeking a Senior CRM Strategist to drive the development and execution of omnichannel CRM strategies for one of our top tier global clients. Responsibilities Own and drive strategic deliverables, leading the development of integrated channel plans that...Work at officeFlexible hours
- The University of Texas seeks a Communications Strategist to plan, produce, and distribute content across UT channels and Deafverse for deaf students, educators, and partners. You will work with the Communications Director and a remote team to develop campaigns, manage...Part timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Portfolio Strategist. Be the first to apply!
Related searches