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Portfolio Strategy Manager

Tolleson Wealth Management · University Park, TX

Employment type

Full-time

Work setting

On-site

Location

University Park, TX

Schedule

Day shift

Posted

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Job overview

The Portfolio Strategy Manager role is an onsite position located in University Park, TX. Compensation is not specified in the listing, and this role supports the investment team at Tolleson Wealth Management. This role exists to manage client investment portfolios and develop allocation strategies. The manager integrates with the investment team to provide superior client experiences, monitor performance against goals, and execute trading strategies to meet client objectives.

What we're looking for

Skills & competencies
full-time
day shift
university park tx
portfolio management
wealth management
investment strategy
finance
tolleson wealth management
onsite
financial services
Work arrangement
  • Weekend coverage required

About the employer

Tolleson Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2099.01
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