PlainsCapital Bank
PlainsCapital Bank is seeking a Wealth Portfolio Manager to oversee the day-to-day management and implementation of investments for affluent clients, including individuals, families, corporations, and charitable organizations. The role involves monitoring and rebalancing portfolios, implementing tactical decisions, and managing tax strategies in accordance with established investment policies. This position serves as an integral part of the client relationship team, collaborating with relationship managers to ensure optimal client outcomes and performance attribution.
PlainsCapital Bank, one of the largest banks in Texas, offers leading services including personal banking, commercial banking, and wealth management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PlainsCapital Bank.
PlainsCapital Bank didn’t post a salary, so this is our estimate from similar listings.
15% above the average for this role