Top 178 Asset manager Jobs in Lufkin, Tx

Wealth Management Portfolio Manager
Southside Bank —Lufkin, TX
- Overtime
- Word processing
- Research
- Office
Quick Apply
5d
Sales Manager - Wireless
Premium Retail Services —Lufkin, TX
- $45,000 - $50,000 a year
- Full-time
- Mid-level
- US work authorization
- Training & development
- Disability insurance
- Health insurance
Quick Apply
Site Supervisor
Sevita —Lufkin, TX
- $11 an hour
- Overtime
- 18 years or older
- Computer literacy
- Mid-level
- Flexible schedule
3d
FT Direct Support Professional
Sevita —Lufkin, TX
- $10 an hour
- Overtime
- 18 years or older
- Clean driving record
- Computer literacy
Help Desk Technician
East Texas Electric Cooperative —Nacogdoches, TX
- Full-time
- Computer science
- Computer Science
- Mid-level
Quick Apply
Real Estate Project Manager
Rayonier —Lufkin, TX
- Full-time
- 5 years
- Bachelor of Science
- Office
- Wellness program
- Paid parental leave
Pharmacy Manager
Walgreens —Lufkin, TX
- $67.05 - $90.55 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Patient care
- Continuing education credits
8d
Vision Center Manager NL 1
Walmart —Nacogdoches, TX
- $23.50 - $33.50 an hour
- Management
- High school
- Merchandising
- Paid jury duty
- Disability insurance
7d
Pharmacy Operations Manager
Walgreens —Lufkin, TX
- $22.50 - $31.00 an hour
- Weekends as needed
- English
- Mid-level
- High school diploma or GED
- Continuing education credits
- Health insurance
1d
Accountant I
Pilgrim's —Nacogdoches, TX
- Microsoft Excel
- Writing skills
- Mid-level
13d
Store Manager
Journeys —Lufkin, TX
- Weekends as needed
- 18 years or older
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
10d
Director of Facility Operations
Meadowview Place —Nacogdoches, TX
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid training
- Paid holidays
Quick Apply
6d
Lead Enterprise Architect
Dentsu —Central, TX
- $136,000 - $219,075 a year
- Email
- Remote
- Computer Science
- 11+ years
- Master's degree
- Paid parental leave
- Paid holidays
Full Time Assistant Store Manager (Store 5276)
GameStop Inc —Lufkin, TX
- Extended hours
- 18 years or older
- Spanish
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Photo Specialist
Walgreens —Lufkin, TX
- $15.00 - $17.50 an hour
- Weekends as needed
- English
- Fair chance
- Entry level
4d
Community Manager
The Michaels Organization —Nacogdoches, TX
- $45,000 a year
- Weekends as needed
- Mid-level
- Office
- Residential
- Health insurance
- Dental insurance
Rehab Supervisor Therapy Services FT
Nacogdoches Med Ctr S Campus —Nacogdoches, TX
- Full-time
- Management
- Hospital
- BLS Certification
- Health savings account
- Health insurance
Assistant Community Manager
Asset Living —Nacogdoches, TX
- $17 - $21 an hour
- Overtime
- Mid-level
- Ability to climb stairs
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
11d
Assistant Store Manager
Journeys —Lufkin, TX
- Weekends as needed
- 18 years or older
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
10d
Retail Store Manager
Family Dollar —Huntington, TX
- $43,994.08 - $54,999.36 a year
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
12h

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asset manager jobs near lufkin, tx

Wealth Management Portfolio Manager

Southside Bank -
Lufkin, TX

Quick Apply

Job Details

Full-time
5 days ago

Qualifications

Record keeping
Computer operation
Speech writing
Word processing
Spreadsheets
Providing information to customers
Financial statement analysis
Financial client presentations
Research
Complaint handling
Bachelor's degree
Data interpretation
Financial statement interpretation
Managing projects
Productivity software

Full Job Description

Position Title:

Wealth Management Portfolio Manager

FLSA Status:

Exempt

Reports to:

WM-Trust Director of Portfolio Management

Job Summary: Has an integral role in executing and maintaining investment strategies across client accounts, monitoring accounts for adherence to investment policies, and collaborating on client relationships alongside Wealth Management & Trust Officers.

Essential Functions:

Assists in resolving client investment and financial planning related issues, problems and questions as an investment specialist member of our team.
Assists Senior Portfolio Managers with investment research, performance reporting, and compliance reviews.
Analyzes portfolios of prospective and current clients. Prepares proposals for prospective clients and/or client meetings.
Oversees implementation of initial investment of new client assets and re-balancing of client assets in accordance with department and client investment policy.
Meets periodically with outside constituencies on investment and financial planning related matters as necessary, such as prospects, clients and investment partners.
Executes trades (fixed income, equity and mutual funds) and completes compliance reviews, as needed.
Manages a book of business to include all account types, including but not limited to, investment management accounts and IRAs.
Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
Focuses on working effectively with prospective clients and those referring clients to us.
Maintains confidentiality of all sensitive Bank information.
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
Participates in proactive team efforts to achieve departmental and company goals.
Understands and agrees to abide by the policies and procedures established at Southside Bank.
Responsible for complying with audit policies and procedures as they pertain to this position.
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
Must comply with all applicable laws and regulations.

Additional Functions:

Provides leadership to others through example and sharing of knowledge/skill.
Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
Performs additional duties, as assigned or directed.

Required Education/Experience:

Bachelor’s degree in finance, accounting and/or a business-related field.
Professional designation(s) relevant to job duties is preferred.
Strong interpersonal, written and verbal skills.
Exceptional analytical and critical thinking skills.
Demonstrated project management skills and superior Microsoft Office skills.
Prior investment portfolio experience preferred.

Necessary Skills:

Ability to read, analyze, and interpret common financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write speeches and articles for publication that conform to prescribed style and format.
Ability to present investment information effectively to clients and prospects, top management, public groups, and/or boards of directors.
Ability to define problems; collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.

Physical Activity/Dexterity:

Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

Must be able to remain in a stationary position 90% of the time.
The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
Constantly positions self to operate on a computer.
The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

Monday through Friday; 8:00am – 5:00pm.
Available for overtime, as needed.

Travel:

Minimal overnight travel (up to 10%) by land and/or air.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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Refine Your Search

asset manager jobs in lufkin, tx

Wealth Management Portfolio Manager

Sales Manager - Wireless

Site Supervisor

FT Direct Support Professional

Help Desk Technician

Real Estate Project Manager

Pharmacy Manager

Vision Center Manager NL 1

Pharmacy Operations Manager

Accountant I

Store Manager

Director of Facility Operations

Lead Enterprise Architect

Full Time Assistant Store Manager (Store 5276)

Photo Specialist

Community Manager

Rehab Supervisor Therapy Services FT

Assistant Community Manager

Assistant Store Manager

Retail Store Manager

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