Discretionary Trust Portfolio Manager
Listed on 2026-09-22
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Finance & Banking
Portfolio & Asset Management, Wealth Management
Banc First in Oklahoma City seeks a Portfolio Manager I to manage discretionary trust accounts, execute trades, and provide research and reporting support for Trust Investment Officers. You will monitor portfolios against objectives and contribute to asset allocation modeling while maintaining strong client service.
The role requires a Bachelor's degree (Finance/Accounting/Economics) or 5+ years of relevant experience, with CFA/CFP candidacy preferred and strong Excel/PC skills.
Are you ready to take on the Discretionary Trust Portfolio Manager I role ?
Step into the Discretionary Trust Portfolio Manager I role in OK, United States and grow with us.
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