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Wealth Portfolio Support Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-25
Listing for:
BNY Mellon
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
BNY is seeking a detail-oriented investment professional to join our Texas-based Wealth Management team. You will support a group of Portfolio Managers overseeing about $4.7 billion in assets for high-net-worth families, contributing to portfolio rebalancing, reporting and due diligence.
You will help deliver client-ready materials, assess investment strategy changes and provide portfolio recommendations, with a clear path into an Associate Portfolio Manager or Associate Wealth Advisor role.
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