Portfolio Manager: Client Relationships & Strategy

CFA Institute
Houston, US

Job Description

A leading financial services firm in Houston, Texas, seeks a Portfolio Manager to manage client assets and develop investment strategies. The ideal candidate will have a Master's degree and at least 10 years of investment management experience, including CFA and required FINRA licenses. You will expand client relationships, provide strategic insights, and ensure alignment of investment strategies with client objectives. Competitive compensation package includes a base salary range of $122,548 to $208,711 per year.

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Skills & Requirements

Technical Skills

CFAFINRA licensesCFAfinance

Salary

$122,548 - $208,711

year

Level

mid

Posted

4/4/2026

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