Senior Investment Associate, Wealth & Portfolio Strategy
Alexander Chapman
Alexander Chapman, a growing independent wealth management firm in Houston, is looking for a Senior Investment Associate to join its investment team. This role provides direct exposure to portfolio management, investment research, client strategy, and asset allocation across high-net-worth and ultra-high-net-worth client accounts. The ideal candidate will have 3–6 years of experience in investment management and a strong understanding of capital markets. Responsibilities include conducting market research, assisting with portfolio construction, and preparing client materials. #J-18808-Ljbffr
- ...Texas is seeking an experienced investment professional to manage client portfolios and provide comprehensive investment... ...of fiduciary law, investment strategies, and Salesforce. Ideal candidates... ..., with 7+ years of experience in wealth management and excellent communication...Senior
$114k - $165.3k
...environment, and our associates dedicate thousands of... ...person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role... ...'Personal Strategy' investment strategy; recommend,... ...engage with clients on portfolio, market, and economic...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-... ...individuals and families, managing complex portfolios and long-term client relationships... ...holistic financial planning across: Investment strategy and portfolio construction Tax‑aware...Senior
- Huntington National Bank is seeking a CRE Portfolio Manager III in Houston, Texas. This role involves managing a commercial portfolio, optimizing customer relationships, and mentoring credit analysts to develop their skills. With over 12 years of experience in commercial...Senior
- ...Memorial Hermann Health System in Houston seeks an Associate, Investments to oversee investment portfolios, manage financial assets, and support strategic planning. The role involves managing due diligence for investment managers, compliance oversight, and monitoring investment...SuggestedFull time
- Larson Financial Group, LLC in Houston seeks a Senior Financial Planner to provide tailored financial services. You will collaborate with clients to craft financial strategies and ensure a high-touch experience. The ideal candidate has 2 years of experience, holds Series...Senior
- Sysco Northeast Rdc is looking for a Senior Director to lead the development of a sustainable growth strategy for its brand portfolio. This role plays a key part in driving both revenue and profitability, ensuring that quality standards are upheld. The ideal candidate...Senior
- ...seeking a Private Banker responsible for advising families on managing their wealth. The role involves building and maintaining client relationships, advising on investment and planning strategies, and generating new business. Candidates should have over six years in...
- Fifth Third Bank is seeking a Wealth Planning expert in Houston, Texas, to serve high net worth clients with complex financial planning needs. This role involves developing customized wealth strategies and coordinating closely with the Private Bank team to enhance client...SeniorBank staff
- ## Senior Portfolio Finance ManagerApplyremote type: In-Office (4 days in Office)locations: USA... ...terms and conditions and highlight associated risks* Ensure accurate project forecasts... ...that drives our ambitious growth strategy and fuels our mission to transform the...SeniorContract workFor contractorsFor subcontractorVisa sponsorshipWork visa
- ...Job Summary: The Senior Capital Portfolio Manager is responsible for the enterprise-wide selection... ...ensure alignment with organizational strategy, maximum business value realization,... ...scenario impacts to support informed investment decisions Financial Management...Senior
- ...professional to manage client relationships and provide comprehensive wealth management solutions. The successful candidate will leverage... ...new clients and deliver exceptional service to a specific portfolio. With a minimum of 10 years in banking, a Bachelor's degree is...Senior
- ...Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate planning. In this... ..., you'll manage client relationships, develop portfolios, and ensure compliance with lending policies. A...Senior
- A leading financial institution is seeking a Wealth Advisor in Houston to provide comprehensive wealth management solutions to high net... ...while maintaining a focus on client retention and financial strategy execution. This role demands a high level of interpersonal expertise...Senior
- A financial services company seeks a Senior Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. The candidate will engage in prospecting and servicing relationships, providing tailored financial, estate, and tax planning solutions. Required...SeniorFull time
- ...account. JOB FUNCTION / SUMMARY: Senior Wealth Advisors are responsible for... ...integrated, multi-generational wealth strategies for high net worth clients to include... ...Wealth Management clients as well as investments and risk at a level to discuss needs and...SeniorLocal area
- ...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to... ...executing successful business development strategies for all markets served in order to... ...clients strongly preferred Alternative investment experience Weaver Benefits At Weaver...SeniorFlexible hours
- ...Senior Wealth Advisor (Houston, TX) The Senior Wealth Advisor focuses on deepening relationships... ...knowledge of financial planning and investments and their superior relationship skills... ...platform and a team of experts in portfolio management, financial planning, tax, estate...SeniorTemporary workWork at officeRemote workMonday to Friday
$82.1k - $172.5k
Fifth Third is looking for a Portfolio Manager II based in Houston, TX or Denver, CO. The individual will manage a portfolio of accounts, recommend credit decisions, and participate in business development calls. Ideal candidates should have at least 6 years of credit analysis...- ...time off Vision insurance Position Summary: The Renewable Portfolio Risk Manager designs and operates the risk framework for... ...Responsibilities: Develop and deploy commercial trading and hedging strategies to maximize the profitability of Cobra’s renewable assets...Work at office
- ...SouthState Bank in Houston seeks a Commercial Portfolio Manager I to support commercial loan and deposit portfolios. You will analyze financial information for credit worthiness, compile loan packages, and ensure compliance with regulations. The ideal candidate should...SeniorWork at office
- Spruce Finance Inc, headquartered in Denver, CO, is seeking a Sr. Financial Planning & Analysis Analyst located in Houston, TX. This role plays a pivotal part in driving financial planning, forecasting, and strategic analysis for the organization. The ideal candidate will...Senior
- ...for designing and delivering tailored wealth strategies for high-net-worth individuals and families... ...retention, and growth of an existing portfolio. The advisor ensures each client... ...and address client or prospect needs. Associates are expected to perform all additional...Temporary workPrivate practice
$75k - $85k
...Wealth Management Zions Bancorporation is one of the nation's premier... ...holistic financial planning and investment guidance via video and phone.... ...assets and guide clients through strategies to consolidate and optimize their portfolios within the firm. Collaborate...Work experience placementWork at officeLocal areaFlexible hours- ...exceptional banking, trust, and investment services and fosters long‑... ...to manage client investment portfolios, provide comprehensive... ...Create and execute investment strategies to maximize returns commensurate... ...investment portfolios for a wealth‑management firm. Experience...
- ...Regions Financial Corporation is hiring a Senior Credit Officer I in Houston, Texas. This role is accountable for the credit quality and profitability of the business loan portfolio. Responsibilities include managing credit exposure, coordinating with business units, and...SeniorFull time
$70k - $85k
...build sustainable businesses and expand our associates’ potential for career advancement.... ...further. Overview We are currently seeking a Portfolio Manager who will be responsible for... ...EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines...- ...Houston, Texas is seeking a Facilities and Property Manager to oversee the stewardship and long-term performance of their real estate portfolio across the United States. This critical leadership role ensures facilities align with the premium standards expected by luxury...Senior
- ...Responsibilities As a Private Wealth Consultant with Hines,... ...-level business strategy in partnership with... ...will provide investment-oriented consultation,... ...presentations, market updates, portfolio positioning... ...product specialists, senior leadership, national accounts...Private practiceWork at officeLocal areaHome office
- ...Fluence Energy, based in Houston, is seeking a Senior Portfolio Finance Manager to manage financial aspects of large energy projects. The candidate will ensure compliance with accounting guidelines and commercial terms, and work closely with project managers to track...Senior
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