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Advisor-Facing UHNW Portfolio Strategy Lead; Hybrid
Job in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-01-10
Listing for:
Parallel Advisors
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
A financial services firm in Texas seeks a Portfolio Strategy Manager to lead portfolio consulting and oversee trading strategies for financial advisors. This individual will be responsible for managing workflows and ensuring accurate and timely consulting deliverables. Strong experience in investment strategy and a current series 65 license are essential. The role is hybrid, requiring presence in the office three days a week.
This position offers opportunities for professional growth and collaboration with a dedicated team.
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