Current jobs related to Portfolio Manager - Plano, Texas - Staffing In Motion

  • Risk Management Portfolio Manager

    3 weeks ago

    Plano, Texas, United States Regional Finance (Regional Management Corp.) Full time

    Job Title: Risk Management Portfolio ManagerThe Risk Management Portfolio Manager is responsible for leading the development and implementation of risk management strategies to drive growth in our consumer portfolios while meeting risk targets. This role will utilize advanced skills to analyze and interpret complex data, identify trends and opportunities,...

  • Risk Management Portfolio Manager

    1 month ago

    Plano, Texas, United States Regional Finance (Regional Management Corp.) Full time

    Job Title: Risk Management Portfolio ManagerWe are seeking a highly skilled Risk Management Portfolio Manager to join our team at Regional Finance (Regional Management Corp.).Key Responsibilities:Develop and implement risk management strategies to drive growth in our consumer portfolios while meeting risk targets.Lead the development of advanced analytics...

  • Loan Portfolio Officer

    2 weeks ago

    Plano, Texas, United States Cathay Bank Full time

    Job SummaryAs a Loan Portfolio Officer at Cathay Bank, you will be responsible for maintaining and monitoring the existing portfolio, growing and developing customer relationships, and working with the Underwriting Department to provide required information for loan underwriting. This role requires a strong understanding of commercial lending and banking...

  • Investment Portfolio Manager

    3 weeks ago

    Plano, Texas, United States Management Business Solutions Full time

    Investment Advisor RoleIn this key position, the successful candidate will collaborate with internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional client service.Key Responsibilities:Build strong relationships with clients and educate them on portfolio strategy, investment performance, and market...

  • Risk Management Portfolio Manager

    2 weeks ago

    Plano, Texas, United States Regional Management Corp. Full time

    Job Title: Manager, Credit Risk PortfolioJob Summary:The Manager, Credit Risk Portfolio is responsible for leading the development and implementation of credit risk management strategies to drive business growth while minimizing risk exposure. This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively...

  • Enterprise Architect Portfolio Manager

    4 weeks ago

    Plano, Texas, United States Fisher Investments Full time

    The OpportunityWe are seeking an experienced Enterprise Architect to join our team at Fisher Investments. As a key member of our technology organization, you will play a critical role in shaping the future of our firm's technology and information security landscape.As an Enterprise Architect, you will be responsible for planning and developing architectural...

  • Risk Management Portfolio Manager

    1 week ago

    Plano, Texas, United States Regional Management Corp. Full time

    Job SummaryWe are seeking a highly skilled Risk Management Portfolio Manager to join our team at Regional Management Corp. This role will be responsible for leading the development and implementation of credit risk analytics and modeling strategies to drive business growth while minimizing risk exposure.Key ResponsibilitiesDevelop and maintain advanced...

  • Portfolio Budget and Contract Management Director

    4 weeks ago

    Plano, Texas, United States Toyota Motor Corporation Full time

    Job Title: Portfolio Budget and Contract Management LeadWe are seeking a highly motivated and experienced Portfolio Budget and Contract Management Lead to join our team at Toyota Financial Services Information Security.Key Responsibilities:Manage global budgets and lead contract negotiationsDevelop and implement portfolio management strategiesProvide...

  • Multifamily Loan Portfolio Manager

    6 days ago

    Plano, Texas, United States Capital One Full time

    **Job Summary**The Asset Manager II is responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk mitigation efforts. As the primary point of contact, this role is responsible for monitoring emerging risk and working closely with borrowers and investors to seek remediation.Key...

  • Commercial Portfolio Manager

    4 weeks ago

    Plano, Texas, United States UMB Financial Corporation Full time

    Job SummaryAs a key member of UMB's commercial banking team, the Commercial Relationship Manager III plays a critical role in driving business growth and developing meaningful relationships with clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the company.Key ResponsibilitiesBuild and maintain a...

  • Program Portfolio Manager

    4 weeks ago

    Plano, Texas, United States LTIMindtree Full time

    About UsLTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...

  • Investment Portfolio Analyst

    6 days ago

    Plano, Texas, United States SFMG Wealth Advisors Full time

    Job SummaryWe are seeking a skilled Investment Portfolio Analyst to join our team at SFMG Wealth Advisors. The ideal candidate will have a strong background in finance and be able to provide thoughtful and informed analysis on portfolio positions.Key ResponsibilitiesCreating portfolio analysis reports for existing and prospective clients using tools such as...

  • Financial Portfolio Strategist

    1 week ago

    Plano, Texas, United States Management Business Solutions Full time

    At Management Business Solutions, we're seeking a Financial Portfolio Strategist to partner with our internal portfolio decision-makers, research teams, and client service associates to deliver exceptional client service.As a key member of our team, you'll build trusting relationships with clients, educating them on portfolio strategy, investments, and...

  • Investment Portfolio Analyst

    2 weeks ago

    Plano, Texas, United States SFMG Wealth Advisors Full time

    Investment Analyst Position SummaryThe Investment Analyst role at SFMG Wealth Advisors involves collaborating with our advisors to meet clients' investment needs, providing insightful analysis on portfolio positions, and contributing to investment recommendations for the Investment Committee.Key Responsibilities:Developing portfolio analysis reports for...

  • Portfolio Budget and Contract Management Lead

    1 week ago

    Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    Job SummaryWe are seeking a highly skilled Portfolio Budget and Contract Management Lead to join our team at Toyota Financial Services. As a key member of our Information Security team, you will be responsible for managing the department and global budgets, including leading the annual MTBP (mid-term business plan - 3 year planning), monthly budget...

  • Portfolio Budget and Contract Management Lead

    5 days ago

    Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    About the RoleToyota Motor Sales, U.S.A., Inc. is seeking a highly skilled Portfolio Budget and Contract Management Lead to join our team. As a key member of our Information Security and Services group, you will be responsible for managing the financial health of our portfolio, providing key financial insights, and making high-level recommendations to...

  • Enterprise Portfolio Delivery Senior Manager

    2 weeks ago

    Plano, Texas, United States Capital One Full time

    Job Title: Enterprise Portfolio Delivery Senior ManagerCapital One is seeking a seasoned Enterprise Portfolio Delivery Senior Manager to join our team. As a key member of our organization, you will play a critical role in driving the delivery of our most strategic technology initiatives.Key Responsibilities:Partner with technology executives and delivery...

  • Portfolio Budget and Contract Management Lead

    2 weeks ago

    Plano, Texas, United States Toyota Motor Sales, U.S.A., Inc. Full time

    Job SummaryWe are seeking a highly skilled Portfolio Budget and Contract Management Lead to join our team at Toyota Financial Services. As a key member of our Information Security team, you will be responsible for managing the department and global budgets, including leading the annual MTBP (mid-term business plan - 3 year planning), monthly budget...

  • Senior IT Service Portfolio Consultant

    2 weeks ago

    Plano, Texas, United States Hexaware Technologies Full time

    Job Summary:We are seeking a highly skilled IT Service Portfolio Consultant to join our team at Hexaware Technologies. As a key member of our organization, you will be responsible for providing IT services portfolio & catalog functional design consulting utilizing ITSM tools like ServiceNow.Key Responsibilities:End-to-end IT service portfolio & catalog...

  • Enterprise Portfolio Delivery Senior Manager

    6 days ago

    Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Transformational Delivery Leader to join our Enterprise Portfolio Delivery team. As a Senior Manager, you will play a key role in driving the delivery of our most critical technology initiatives.About the RoleAs a member of our team, you will be responsible for leading the delivery of complex technology projects,...

Portfolio Manager

2 months ago

Plano, Texas, United States Staffing In Motion Full time

About the Role

This is a relationship manager position with a large Portfolio Management firm, where you will be responsible for managing a book of high net worth clients with assets in excess of $500,000 per household. As the central point of contact for your assigned client base, you will educate each of our clients on the firm's investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the stock market.

Key Responsibilities

  • Manage a portfolio of 150-200 households with assets ranging from $100 million to $150 million.
  • Develop and maintain strong relationships with high net worth clients, providing personalized investment advice and portfolio management services.
  • Stay up-to-date on market trends and economic conditions to provide informed investment recommendations to clients.
  • Collaborate with other teams to ensure seamless delivery of services to clients.

Compensation and Benefits

New hires can expect to start on the lower end of the compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000). Benefits include 100% coverage on all health/medical, dental and vision care for you and any dependents, as well as 401k matching.

About Staffing In Motion

Staffing In Motion is a leading provider of staffing solutions for the financial services industry. We are committed to helping our clients find the best talent to drive their business forward.