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Wealth Portfolio Strategist

L6

plainscapitalAustin, TX6 days ago
Plains Capital 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
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Apply now (opens in a new tab)

Level

LeadL6

Location

Austin, TX

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

6 days ago

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