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Strategic Wealth Portfolio Manager
Job in
Lufkin, Angelina County, Texas, 75904, USA
Listed on 2026-08-10
Listing for:
Southside-Bank
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Southside Bank in Lufkin, TX is seeking a Wealth Management Portfolio Manager to execute and monitor investment strategies across client accounts and ensure adherence to policies. You will work with Wealth Management & Trust Officers to support client relationships.
The role involves investment research, proposal preparation, asset allocation oversight, and coordination with outside partners to deliver exceptional service.
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