Senior Portfolio Manager

2 weeks ago


Austin, Texas, United States NAPFA Consumer Group Full time

Position Overview:
NAPFA Consumer Group is in search of a seasoned senior portfolio manager to enhance our wealth management division.

We seek an investment-oriented professional who will oversee portfolio strategies at a strategic level, while primarily engaging with current and potential clients about investment principles, market conditions, and performance analysis.


Essential Qualifications:
A bachelor's degree is mandatory, ideally in Finance, Business, Economics, or Accounting.
Possession of a Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) is essential.
A minimum of six years of relevant industry experience is required.

#J-18808-Ljbffr

  • Austin, Texas, United States The Amherst Group Limited Full time

    Job DescriptionThe Amherst Group Limited is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join its Merchant Banking business unit. As a key member of the team, you will play a crucial role in strategic modeling and capital planning, collaborating closely with various functions to drive business growth and optimize portfolio...


  • Austin, Texas, United States UTIMCO Full time

    About the RoleUTIMCO's Public Equity team is seeking a highly skilled and motivated Senior Analyst or Associate to join their team. As a key member of the team, you will be responsible for assisting with analysis and research to support the management of UTIMCO's public equity investments.Key ResponsibilitiesPerformance Monitoring: Monitor and create reports...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Investment Portfolio AssociateAs an Investment Portfolio Associate, you will play a crucial role in the stewardship and enhancement of client investment portfolios. Collaborating closely with senior portfolio managers, your responsibilities will include portfolio evaluation, asset distribution, and the formulation of investment...


  • Austin, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Manager to join our team at BOK Financial. As an Investment Manager, you will be responsible for managing complex investment portfolios for our clients, providing expert financial advice, and driving business growth.Key ResponsibilitiesDevelop and implement investment strategies for...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment Portfolio StrategistPosition Summary: The Lead Investment Portfolio Strategist is tasked with overseeing a substantial investment portfolio, with an emphasis on enhancing returns while effectively managing risks in accordance with the organization's strategic objectives. This position requires the formulation and...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment Portfolio AnalystRole Summary: The Lead Investment Portfolio Analyst plays a crucial role in evaluating and overseeing investment portfolios to maximize returns and meet financial targets. This position requires comprehensive research, the formulation of investment strategies, and the provision of insights and...


  • Austin, Texas, United States META Full time

    About the RoleWe are seeking a highly skilled Solution Portfolio Manager to join our HR Technology team at Meta. As a key member of our team, you will be responsible for driving portfolio, program, and project execution, rollup reporting and communication, and roadmap prioritization planning within the portfolio.Key ResponsibilitiesPortfolio Management:...


  • Austin, Texas, United States GENERAL LAND OFFICE Full time

    About the Role:The Texas General Land Office is seeking a highly skilled Portfolio Project Manager I to join our Information Technology Services team. As a key member of our team, you will be responsible for developing, monitoring, and managing a portfolio of projects, ensuring alignment with established processes, procedures, and budgetary constraints.Key...


  • Austin, Texas, United States META Full time

    About the RoleWe are seeking a highly skilled Strategic Portfolio Manager to join our HR Technology team at Meta. As a key member of our team, you will be responsible for driving portfolio, program, and project execution, rollup reporting and communication, and roadmap prioritization planning within the portfolio.Key ResponsibilitiesPortfolio Management:...


  • Austin, Texas, United States Augment Jobs Full time

    Job Title: Director of Asset ManagementJob Overview:We are seeking a seasoned and strategic Director of Asset Management to oversee the management and optimization of our investment portfolio at Augment Jobs. The Director of Asset Management will be responsible for developing and executing strategies to maximize the performance of our assets, ensuring...


  • Austin, Texas, United States Facebook Full time

    The HR Technology team strives to create and deliver a seamless and positive employee experience across the entire employee lifecycle. Leading with care and empathy, we develop efficient and simple people processes, systems, policies, and programs. We deliver data that is useful and accurate to create People-related strategies across the business. We develop...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment Portfolio AnalystPosition Summary: The Lead Investment Portfolio Analyst is tasked with overseeing and evaluating investment portfolios to enhance performance and meet financial targets. This position requires thorough analysis of portfolio assets, formulating investment strategies, and delivering insights and...


  • Austin, Texas, United States GENERAL LAND OFFICE Full time

    Organization: GENERAL LAND OFFICE Job Title: Manager, IT Project Management Office (Portfolio Project Manager I) Position Overview: The Texas General Land Office (GLO) is dedicated to serving the schoolchildren, veterans, and the environment of Texas. This role is integral to our Information Technology Services (ITS) division, where the selected candidate...


  • Austin, Texas, United States CAPPS, Inc. Full time

    Job Overview Position Title: Portfolio Project Manager I (STS Project Engineer) Class/Group: 1650/B28 Fair Labor Standards Act Status: Exempt Number of Vacancies: 1 Division/Section: Chief Operations Office / STS Project Engineering Salary Range: $ $ Duration: Regular Hours Worked Weekly: 40 Work Schedule: This role may offer flexible working hours and/or a...


  • Austin, Texas, United States CAPPS, Inc. Full time

    Job DescriptionJob SummaryThe ideal candidate will have the ability to highlight their strengths in the following functions:Provides expert technical and operational guidance to service providers in support of DIR's major program and project related activities and initiatives on shared technology services, such as Transition, Service Evolution, Automation,...


  • Austin, Texas, United States Farm Credit Bank of Texas Full time

    Job OverviewAbout Us:Farm Credit Bank of Texas is a prominent wholesale financial institution with a robust history of over a century in supporting agriculture and rural communities across America. Our headquarters is located in Austin, Texas, where we provide essential funding and services to rural lending associations across multiple states, actively...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Director of Asset ManagementPosition Summary: The Director of Asset Management plays a pivotal role in steering the management and enhancement of the organization's asset portfolio. This position entails crafting asset management frameworks, ensuring the efficient utilization and upkeep of assets, and maximizing returns while...


  • Austin, Texas, United States Jones Lang LaSalle Incorporated Full time

    About UsJones Lang LaSalle Incorporated is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously.Job SummaryWe are seeking a highly skilled and experienced Senior Property Manager to join our team. As a Senior Property Manager, you will be...


  • Austin, Texas, United States Jones Lang LaSalle Incorporated Full time

    About UsJones Lang LaSalle Incorporated is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously.Job SummaryWe are seeking a highly skilled and experienced Senior Property Manager to join our team. As a Senior Property Manager, you will be...


  • Austin, Texas, United States RWE Clean Energy, LLC Full time

    About RWE Clean Energy, LLCRWE Clean Energy, LLC is a leading player in the renewable energy sector, committed to driving sustainable solutions for a cleaner future. As we continue to expand our portfolio of renewable energy projects, we are seeking a highly skilled and motivated professional to join our dynamic team.Job SummaryWe are seeking a Renewable...