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Portfolio Manager - Fiduciary Wealth & Investment Strategy
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-18
Listing for:
Lee Financial
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm in Dallas, Texas. This role focuses on designing, implementing, and monitoring client investment portfolios aligned with their goals, working closely with the Investment Committee.
The ideal candidate should have 5-10 years of relevant experience, a strong understanding of asset allocation, and excellent communication skills. We foster a collaborative culture and offer a competitive compensation and benefits package.
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