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Portfolio Manager Wealth Management

Senior Private Wealth Portfolio & Relationship Manager

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: MidFirst Business Credit, Inc.
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
  • Management
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution in Oklahoma City seeks a Portfolio Manager to join the Private Wealth Management team. The role involves managing complex investment portfolios, constructing personalized investment strategies, and enhancing client relationships. Candidates should have over 7 years of investment management experience and a Bachelor's degree. CFA and/or CFP designations are preferred. Join a reputable team dedicated to providing outstanding client experiences and driving business development.
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Position Requirements
10+ Years work experience
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