Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Portfolio Manager

NACBA

Company Description: TAVO Wealth, LLC is a national advisory firm with home offices in Denver, Houston, and St. Louis, focused on managing and coordinating complex, multigenerational wealth. The firm is led by a cross-disciplinary team of Certified Financial Planner® professionals and attorneys who deliver integrated planning solutions rather than fragmented advice. TAVO Wealth serves multigenerational families, business owners, community leaders, and executives by addressing tax, estate, cash flow, investment, insurance, succession, and philanthropic challenges. Solutions are translated into clear, prioritized action steps for clients to implement. The firm operates under strict compliance standards, with all public communications treated as advertisements and investment advice provided only within formal advisory relationships. Role Description: The Senior Portfolio Manager is a full-time, on-site role based in Greater Houston, responsible for overseeing client investment portfolios and contributing to TAVO Wealth’s broader wealth management strategies. This role includes designing and implementing portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, as well as monitoring performance and making allocation adjustments as market conditions evolve. The Senior Portfolio Manager will conduct investment research, evaluate securities and managers, execute trades in accordance with firm guidelines, and ensure adherence to regulatory and compliance requirements. Day-to-day responsibilities also include collaborating with planners and attorneys on integrated client solutions, preparing portfolio reviews and reports, participating in client meetings to explain investment positioning and performance, and supporting business development efforts by contributing to investment content and presentations. Qualifications: Strong analytical skills, including quantitative analysis, risk assessment, and data-driven decision-making. Solid foundation in finance, with knowledge of capital markets, asset classes, and portfolio construction principles. Proven experience in portfolio construction and management, including asset selection, allocation, rebalancing, and performance evaluation. Deep understanding of investments such as individual equities and fixed income, funds, alternatives, and managed products. Hands-on trading experience, including order execution, trade oversight, and familiarity with trading platforms. Bachelor’s degree in finance, economics, business, or a related field; advanced degree or professional designation (e.g., CFA®, CFP®) preferred. Experience working with high-net-worth or multigenerational clients and complex wealth structures is preferred and highly beneficial. Excellent communication skills, with the ability to explain complex investment concepts clearly to diverse stakeholders. Demonstrated commitment to ethical conduct, regulatory compliance, and meticulous documentation. Ability to collaborate effectively in a multidisciplinary team environment and manage multiple priorities on-site in Greater Houston. Experience working with platforms such as Fidelity Wealthscape, Black Diamond, FactSet, Bloomberg, YCharts, and Mornginstar is a plus. Work Environment: This position operates within a regulated investment advisory environment and requires adherence to confidentiality, compliance, and supervisory standards. #J-18808-Ljbffr NACBA

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager in Houston, TX vacancy
  •  ...seeking an experienced North American power trader to generate returns in a 100% speculative, hedge‑fund style environment. You will manage a trading book, deploy capital where you have edge, and contribute to the evolution of the trading business. You will mentor junior... 
    Senior

    Charles Levick Limited

    Houston, TX
    2 days ago
  • Senior Manager, ACIS Portfolio (GSI NAM Region Service Leader) Overview Reporting to the GSI NAM Region Service leader, this role leads core operational processes supporting ACIS Services for Industrial or Utility Customers. The position provides operational leadership... 
    Senior

    CP1367 GE Grid Solutions, LLC

    Houston, TX
    4 days ago
  • $70k - $154k

    DescriptionThis position is available to be filled at any Huntington Bank Corporate office location.Summary:The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating... 
    Senior
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    3 days ago
  • Atlas Search seeks a Fund Controller to lead accounting and financial reporting for private credit funds and direct lending portfolios from Houston, TX. This executive role supervises a multi-city fund accounting team and drives process improvements, systems implementations... 
    Senior

    Atlas Search

    Houston, TX
    4 days ago
  • DescriptionSobre nosotros Worley es una empresa global de expertos en energía, químicos y recursos naturales, con sede en Australia. Trabajamos en asociación con nuestros clientes para desarrollar proyectos y generar valor a lo largo del ciclo de vida de sus activos. Nos...
    Senior

    Worley

    Houston, TX
    1 day ago
  • DescriptionSummary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating...  ...in written analysis document and as necessary, verbally to Senior Loan Committee.Conduct portfolio reviews with senior... 
    Full time
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    3 days ago
  •  ...more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of successful implementations across nearly 50...  ...:This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects... 
    Full time
    Contract work
    For contractors
    For subcontractor
    Visa sponsorship
    Work visa

    Fluence Energy

    Houston, TX
    8 hours ago
  •  ..., Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque;...  ...direction Ability to proactively communicate with both colleagues and senior personnel Conflict management skillsAbility to work efficiently... 

    Bank of Oklahoma

    Houston, TX
    4 days ago
  • $93k - $189k

    DescriptionSummary: Huntington’s Director, Portfolio Management -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... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    3 days ago
  •  ...Summary The Portfolio Manager III is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support corporate credit requests. This position is responsible for ongoing credit monitoring and risk rating for a... 
    Bank staff

    b1BANK

    Houston, TX
    4 days ago
  •  ...About the Role: As a CBRE Portfolio Manager, you will be responsible for overseeing the team responsible for the management and servicing of small to medium-sized portfolios. This job is part of the Loan Servicing function. They are responsible for the administrative... 
    Work at office
    Visa sponsorship
    Flexible hours

    CBRE

    Houston, TX
    1 day ago
  • $125k - $170k

     ...tomorrow—because at LivaNova, we don’t just treat conditions — we aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated value story of LivaNova’s cardiopulmonary portfolio in North... 
    Full time
    Remote work
    Worldwide
    Shift work

    LivaNova

    Houston, TX
    3 days ago
  • $85k - $150k

     ...West Bank gives people the confidence to reach further.OverviewThis 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... 
    Full time

    East West Bank

    Houston, TX
    1 day ago
  • $190k - $210k

     ...Service Group (JSG) is currently looking for a Nuclear Services Portfolio Manager. This is a full-time permanent position with our client, who...  ..., Business Development, FP&A, and Engineering to provide the Senior Director, Plant Services, with the analytical foundation and... 
    Weekly pay
    Permanent employment
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Johnson Service Group

    Houston, TX
    4 days ago
  • $85k - $115k

     ...team as we help shape a brighter way forward. We are seeking a Senior Insurance Analyst for our Freddie Mac Multifamily platform. The...  ...for JLL Real Estate Capital is to provide insurance expertise and manage risk as it relates to insurance coverage for multifamily and senior... 
    Senior
    Full time
    For contractors
    Work experience placement
    Work at office
    Local area

    Jones Lang LaSalle

    Houston, TX
    1 day ago
  • $120k - $140k

     ...we build our careers too.About the jobWe are currently seeking a technically proficient and commercially driven Tank Cleaning Portfolio Manager to join our U.S. Product Portfolio team. This is a strategic, customer facing role that blends technical expertise with business... 
    Full time
    Local area
    Remote work

    Alfa Laval

    Houston, TX
    1 day ago
  •  ...Commercial Portfolio Manager The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond... 
    Local area

    South State

    Houston, TX
    3 days ago
  •  ...Job Description Job Description Portfolio Manager - Houston, TXThis role is responsible for the successful leasing, NOI and occupancy goals of a designed set of communities while achieving company standards and delivering above average customer service. Duties/Responsibilities... 
    For contractors
    Flexible hours

    Wan Bridge Group

    Houston, TX
    5 days ago
  • CapEX Portfolio Manager - Service OperationsMake an Impact With UsAt Vallourec, we are seeking individuals whose passion and dedication match the strength and resilience of the steel we produce. As the CapEx Portfolio Manager - Service Operations, you will lead and coordinate... 
    Full time
    Temporary work
    Local area
    Shift work

    Vallourec

    Houston, TX
    3 days ago
  •  ...transformed into market-ready, easy-to-sell services with consistent quality, commercial viability, and delivery readiness. Each Portfolio Manager operates within one of three pillars (Cloud & AI, ITPM, or Managed Services & Support), sharing a common operating model while... 

    SoftwareOne

    Houston, TX
    a month ago
  • $128k - $173k

     ...promises.Headquartered in the United States, Pattern has a global portfolio of more than 30 power facilities and transmission assets,...  ...of consumers. Responsibilities JOB PURPOSEThe Senior Manager, Investment and Risk Management plays a pivotal role in strengthening... 
    Senior
    Full time
    Temporary work
    Work experience placement

    Pattern Energy

    Houston, TX
    3 days ago
  • $101.38k - $168.96k

     ...together we can solve the world’s most complex challenges and deliver more impact together.Role description:We are seeking a Senior Asset Management Consultant to join our Resilience Water Team and work on a variety of engagements with our Asset Management practice in the... 
    Senior
    Full time
    Part time

    Arcadis

    Houston, TX
    3 days ago
  • $100k - $125k

     ...we help shape a brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate attention to detail,...  ...internal and external, and proactively mitigate risks for a portfolio of multifamily and senior housing loans. The Senior Asset Manager... 
    Senior
    Full time
    Local area
    Night shift

    Jones Lang LaSalle

    Houston, TX
    2 days ago
  •  ...and thrive. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a seasoned Private Banking Portfolio Manager to join our Team in Houston, Dallas, Ft. Worth or Arlington . This role will focus on managing and servicing loan portfolios,... 
    Work experience placement
    Local area
    Flexible hours

    Zions Bancorporation

    Houston, TX
    3 days ago
  • Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for credit underwriting, monitoring, and portfolio management of Commercial Banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand... 
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Houston, TX
    5 days ago
  •  ...What you'll bring A proven track record of generating consistent returns in North American financial power markets Experience managing $1M+ VaR with a history of producing 6x+ returns on deployed risk A clearly defined trading process and the conviction to execute... 

    Charles Levick Limited

    Houston, TX
    2 days ago
  •  ...established regional bank in Texas who is looking to add a C&I Portfolio Manager to their team. The C&I Portfolio Manager is responsible for...  ...each relationship Identify and elevate emerging credit risks to senior credit officers and relationship management in a timely... 

    JCW Group

    Houston, TX
    6 days ago
  •  ...performance ~ Dental insurance ~ Health insurance ~ Paid time off ~ Vision insurance Position Summary: The Renewable Portfolio Risk Manager designs and operates the risk framework for utility‑scale and distributed renewable assets, power purchase agreements (PPAs... 
    Work at office

    COBRA INDUSTRIAL ACTIVITIES INC

    Houston, TX
    a month ago
  • A leading financial services firm in Houston, Texas, is seeking a skilled financial analyst with at least 5 years of experience in financial analysis and modeling. The ideal candidate will have excellent communication and negotiation skills, ability to solve complex problems...
    Senior

    Capital One

    Houston, TX
    4 days ago
  •  ...revenue. You will drive revenue through donor cultivation, corporate partnerships, volunteer leadership engagement, and strategic relationship management, collaborating across functions to deliver a best-in-class event experience. #J-18808-Ljbffr American Cancer Society
    Senior

    American Cancer Society

    Houston, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Portfolio Manager. Be the first to apply!