Wealth Management Portfolio Manager Position

4 weeks ago


Las Vegas, Nevada, United States Zions Bancorporation Full time

Zions Bancorporation is a leading financial services company operating in western markets with a strong commitment to its employees and customers.

The company is recognized for its excellent work environment and has been named one of the "Best Banks to Work For" by American Banker.

We value our employees and are dedicated to providing fulfilling opportunities for outstanding individuals within our organization.

Our goal is to have strong ties to the communities we serve and strong relationships with our customers.

We offer a comprehensive benefits package, including medical, dental, and vision insurance, starting on day one, as well as a 401(k) plan with company match and profit sharing.

We are seeking a Wealth Management Portfolio Manager to join our team in Las Vegas, NV.

The Portfolio Manager will be responsible for managing and supporting client investment portfolios for high-net worth individual and institutional clients.

The ideal candidate will have a strong analytical and organizational skillset, with the ability to communicate complex investment strategies to clients.

Responsibilities include:

  • Managing client portfolios to align with investment models and committee guidance
  • Explaining and differentiating between various investment strategies and opportunities
  • Actively engaging in new business and client retention activities
  • Clearly articulating the purpose of investment decisions and asset allocation
  • Keeping abreast of tax consequences of investment decisions and strategies
  • Conducting account reviews and maintaining fiduciary and compliance training and education

The Portfolio Manager will work closely with wealth advisors and other team members to solicit new business and service existing clients.

The ideal candidate will have a Bachelor's degree and 10+ years of directly related experience, with a strong background in investment management and a CFA designation preferred.

We offer a competitive compensation package, including a base salary of $150,000 - $185,000, depending on experience, and a comprehensive benefits package.

Zions Bancorporation is an equal opportunity employer and is committed to diversity and inclusion in the workplace.



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