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Wealth Management Portfolio Manager

Senior Private Wealth Portfolio Manager

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: MidFirst Bank
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution in Oklahoma City is seeking a Portfolio Manager to join its Private Wealth Management team. The role focuses on managing complex investment portfolios for high-net worth clients and requires over 7 years of investment management experience. The ideal candidate should have strong client service skills, local market knowledge, and a bachelor's degree in a related field.

Preference is given to those with CFA or CFP designations. This position provides the opportunity to contribute to client relationship development and strategic investment planning.
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Position Requirements
10+ Years work experience
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