Portfolio Manager III
4 weeks ago
Job Summary: We are seeking a skilled Portfolio Manager III to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for managing complex investment portfolios for high net worth clients. Your expertise in investment decision-making and financial consulting will be essential in creating customized investment strategies that meet the unique needs of our clients.
Key Responsibilities:
- Develop and implement investment plans that align with client objectives and risk tolerances.
- Manage individual securities, SMAs, alternative investments, and specialty assets to ensure optimal portfolio performance.
- Monitor and rebalance portfolios to maintain alignment with client investment objectives.
- Collaborate with clients to understand their investment goals and objectives.
- Provide exceptional client service and support to ensure client satisfaction.
Requirements:
- Minimum of 10-15 years of investment decision-making and financial consulting experience.
- Proven track record of managing complex investment portfolios for high net worth clients.
- Strong knowledge of fiduciary standards, principles, and applicable laws and regulations.
- Excellent communication and interpersonal skills.
About Bank of America: Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
Regional Portfolio Manager
4 weeks ago
San Antonio, Texas, United States Frost Bank Full timeJob Title: Regional Portfolio ManagerAbout the Role:As a Regional Portfolio Manager at Frost Bank, you will be responsible for leading a team of investment professionals in managing assets within proprietary strategies developed within Frost or its subsidiaries for Frost Investment Advisors, LLC. Your primary goal will be to ensure that client objectives are...
-
Cyber Excellence and Portfolio Management Lead
4 weeks ago
San Antonio, Texas, United States BD Full timeAbout BD:BD is a global medical technology company that aims to advance the world of health. Our purpose drives us to find transformative solutions that turn dreams into possibilities. We are looking for a talented individual to join our team as a Cyber Excellence and Portfolio Management Lead.Job Description:We are seeking a skilled Cybersecurity Portfolio...
-
Portfolio Management Analytics Specialist
4 weeks ago
San Antonio, Texas, United States Affinius Capital Full timeJob SummaryThe Real Estate Portfolio Management Analytics Analyst will support all aspects of portfolio management's analytical and reporting platform across Affinius Capital's global real estate equity and debt investments. This role is based in San Antonio and requires advanced analytical skills, competency in working with large datasets in Excel, and...
-
Army Portfolio Management Specialist
4 weeks ago
San Antonio, Texas, United States COLSA Full timeAs a Portfolio Management Specialist at COLSA, you will provide technical, consultative, and administrative services across a broad range of functional disciplines related to Army Materiel Command Facility Related Control Systems (FRCS) /Industrial related Control Systems (ICS).Key Responsibilities:Collects data from databases, web-based sources, and tools,...
-
Portfolio Manager II
4 weeks ago
San Antonio, Texas, United States Broadway Bank Full timeJob Summary:The Portfolio Manager II is a key role in the San Antonio Commercial Credit team, responsible for administering credit relationships and ensuring the efficient delivery of credit products to bank clientele. This position requires strong analytical and communication skills, as well as the ability to manage multiple workflows and make informed...
-
Army Portfolio Management Specialist
4 weeks ago
San Antonio, Texas, United States COLSA Full timeJob SummaryWe are seeking a highly skilled Army Portfolio Management Specialist to join our team at COLSA Corporation. As a key member of our team, you will provide technical, consultative, and administrative services across a broad range of functional disciplines related to Army Materiel Command Facility Related Control Systems (FRCS) /Industrial related...
-
Construction Manager III
4 weeks ago
San Antonio, Texas, United States IEA Constructors Full timeJob Title: Construction Manager IIIIEA Constructors is seeking a highly skilled Construction Manager III to lead our renewable energy construction projects. As a key member of our team, you will be responsible for directing, planning, and managing the overall construction project from inception to completion.Key Responsibilities:Communicate and promote...
-
Sales Territory Growth Manager
4 weeks ago
San Antonio, Texas, United States Kings III of America Full timeJob Type: Full-timeDescription:The Role: Territory Growth Account Executive - Full Cycle Sales: San Antonio, TXWho You Are:We are seeking a tenacious, self-driven professional with the fortitude to build a territory. This is not just another sales job; it's a chance to make a significant impact in the emergency communication industry, providing essential,...
-
Construction Manager III
4 weeks ago
San Antonio, Texas, United States IEA Constructors Full timeJob Title: Construction Manager IIIOverview:We are seeking a highly skilled Construction Manager III to join our team at IEA Constructors. As a key member of our construction team, you will be responsible for directing, planning, and managing the overall construction project(s) from inception to completion.Key Responsibilities:Communicate, promote, and...
-
Senior Product Owner
4 weeks ago
San Antonio, Texas, United States Vericast Full timeAt Vericast, we are seeking a highly skilled Senior Product Owner to join our team. This role is responsible for defining and managing the strategic direction of our product portfolio, ensuring alignment with overall business objectives.The ideal candidate will have a proven track record of managing the end-to-end lifecycle of data-driven products from...
-
Federal Program Manager
4 weeks ago
San Antonio, Texas, United States AECOM Full timeJob DescriptionAECOM is seeking an experienced Program Manager to oversee the long-term management and growth of our Federal portfolio in the Texas market: Dallas or San Antonio, TX.The selected candidate will take over an existing portfolio of large capacity multi-year contracts, work with business line leadership to develop and lead a dedicated project...
-
Commercial Banking Portfolio Coordinator
4 weeks ago
San Antonio, Texas, United States Wells Fargo Full timeAbout this role:We are seeking a Commercial Banking Portfolio Coordinator to join our team at Wells Fargo. This role is responsible for reviewing credit information of loans for companies and industries, including reading and understanding accounting within various financial statements.Key responsibilities:Review credit information of loans for companies and...
-
Medical Assistant
4 weeks ago
San Antonio, Texas, United States Frank Kuwamura III MD Full timeJob DescriptionFrank Kuwamura III MD is seeking a part-time medical assistant to work with our physician and physician assistants specialized in spine and musculoskeletal care.Key Responsibilities:Daily clinic and chart preparationProviding compassionate and timely patient careCoordination and management of care (imaging, labs, therapy, referrals)Prior...
-
Medical Assistant Part Time
4 weeks ago
San Antonio, Texas, United States Frank Kuwamura III MD Full timeJob Summary:Innovative Spine is seeking a skilled Medical Assistant to join our team. As a Medical Assistant, you will play a vital role in providing exceptional patient care and supporting our physician and physician assistants in spine and musculoskeletal care.Key Responsibilities:Daily clinic and chart preparationCompassionate and timely patient...
-
Data Management Analyst III
4 weeks ago
San Antonio, Texas, United States State of Delaware Full timeJob SummaryThe State of Delaware is seeking a highly skilled Data Management Analyst III to join our team. As a key member of our organization, you will be responsible for collecting and analyzing data at the Federal and State level related to long-term care services and supports. Your primary goal will be to share this data with the Commission, ensuring...
-
Business Services Manager III
1 month ago
San Antonio, Texas, United States Texas Department of Aging & Disability Services Full timeJob Summary: We are seeking a highly skilled Business Services Manager III to join our team at the Texas Department of Aging & Disability Services. As a key member of our Regional Administrative Services team, you will be responsible for administering and directing Business Services programs for a designated geographic area. Your expertise in organizational...
-
System Administrator III
4 weeks ago
San Antonio, Texas, United States Insight Global Full timeJob Title: System Administrator IIIJob Summary: We are seeking a highly skilled System Administrator III to join our team in San Antonio. The ideal candidate will have a strong background in Windows Server administration, Active Directory management, and cloud technologies.Key Responsibilities:* Troubleshoot and resolve complex break/fix issues* Track time...
-
Phlebotomist III Float Specialist
4 weeks ago
San Antonio, Texas, United States Quest Diagnostics Full timeJob DescriptionJob Title: Phlebotomist III FloatJob Summary: We are seeking a highly skilled and experienced Phlebotomist III Float to join our team at Quest Diagnostics. As a Phlebotomist III Float, you will be responsible for collecting blood samples from patients, preparing specimens for lab testing, and providing exceptional customer service.Key...
-
GI Technician III
4 weeks ago
San Antonio, Texas, United States University Health Full time**Job Summary**University Health is seeking a highly skilled Gastro-Intestinal Technician III to manage the administrative and clinical duties of the Gastro-Intestinal procedure room. This role involves assisting physicians during procedures in all areas of Endoscopy, including general endoscopy, bronchoscopy, and advanced...
-
Customer Experience Associate III
1 month ago
San Antonio, Texas, United States Conduent Full timeCustomer Service Representative IIIConduent is seeking a highly motivated and customer-focused Customer Service Representative III to join our team. As a key member of our EPS Call Center, you will play a critical role in providing exceptional customer service to our debit card holders.Key Responsibilities:Assist with inbound calls from cardholders with...