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Strategic Wealth Portfolio Manager
Job in
Lufkin, Angelina County, Texas, 75904, USA
Listed on 2026-08-10
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Southside Bank is seeking a Wealth Management Portfolio Manager to execute investment strategies across client accounts and collaborate with Wealth Management & Trust Officers on client relationships.
You will assist in research, performance reporting, and portfolio analysis while managing a diverse book of business and maintaining policy adherence. This role emphasizes proactive client service and adherence to regulatory standards.
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