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Portfolio Manager Wealth Management

Portfolio Manager, UMA Platform & Client Advisory

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Credent Wealth Management
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Credent Wealth Management is seeking a Portfolio Manager in Plano, Texas. The role involves supporting the Unified Managed Account investment platform through client support, investment research, and partner integration. Ideal candidates will have a Bachelor's degree in finance or economics, CFA designation, and 5+ years of experience in investment management. Applicants should exhibit strong analytical skills, effective communication, and the ability to collaborate across departments.

This position offers the opportunity to work in a dynamic environment, contributing to innovative investment strategies.
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