Advisor-Facing UHNW Portfolio Strategy Lead (Hybrid)

A financial services firm in Texas seeks a Portfolio Strategy Manager to lead portfolio consulting and oversee trading strategies for financial advisors. This individual will be responsible for managing workflows and ensuring accurate and timely consulting deliverables. Strong experience in investment strategy and a current series 65 license are essential. The role is hybrid, requiring presence in the office three days a week. This position offers opportunities for professional growth and collaboration with a dedicated team. #J-18808-Ljbffr