Portfolio Manager(manage HNW clients & portfolio)

Bixby, Oklahoma, United States, 74008


Apply Apply with LinkedIn

Type: Permanent

Experience: Standard Management (Manager/Supervisor of Staff)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Financial Services

Company: Westport One

Reference ID: ckBFXa

Date Posted: 11/26/2025

Shortcut: http://jobs.mrinetwork.com/LMt8dw


Portfolio Manager(manage HNW clients & portfolio)

 

Our client is looking for a smart, genuine, personable, knowledgeable, and ambitious portfolio manager with experience in managing a client's portfolio (HNW Individuals & Families).  They need someone that will make discretionary investment management decisions in a fiduciary capacity.  You will construct and manage individualized investment portfolios that will meet their financial goals and objectives.  You will work directly with clients, build relationships, and provide collaborative support with the team.   

 

They need someone who has a firm grasp on the markets, that will build out an approved list of investments consisting of ETFs, Individual Stocks, and Mutual Funds.  This is an exciting opportunity to build this out from the ground up without the RED TAPE. Must have knowledge of stock and bond markets. 

 

Salary + Bonus with some travel involved with all expenses paid with support for CE and community involvement.  Elevate your investment career in the Tulsa Metropolitan area — where relationships matter and your expertise shines.  Are you ready for an exciting new challenge?

 

To learn more about our organization please visit us at www.westportone.com

 

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfoliomgrOK in the subject line. 
  • NO CALLS PLEASE

 

 

 

  • Family Office Private Banking Advisor

    Little Rock, Arkansas, United States, 72223
    Westport One

    Family Office Private Banking Advisor Our client is looking for a highly experienced Family Office Private Banking Advisor with expertise in prospecting, cultivating, deepening, and managing client relationships to drive revenue from retail banking, le...

    Date Posted: 11/15/2025 Recommended

  • Sales Engineer - West Region

    Columbus, IN, 47201, United States
    Variant Partners

    Our client is a global manufacturing organization recognized for its technical expertise, dependable products, and commitment to innovation. With a strong focus on customer satisfaction and continuous improvement, the company values practical problem-s...

    Date Posted: 12/03/2025 Recommended

  • Branch Manager

    Staunton, Virginia, United States
    Highland Consulting Group, Inc.

    Branch Manager We have an outstanding branch management opportunity in Staunton, VA with a local community bank that is experiencing steady growth. The position is responsible for managing a branch in a strategically important market. This is a great o...

    Date Posted: 11/13/2025 Recommended

  • Mechanical Engineer

    Indianapolis, Indiana, United States
    Management Recruiters of Zionsville (Indianapolis)

    Mechanical Engineer The Mechanical Engineer applies mechanical theory to design and specify HVAC systems and processes, complete energy code compliance documentation and energy analyses, and actively participate in coordination meetings with design tea...

    Date Posted: 11/12/2025 Recommended

  • Business Development / Sales Manager & Estimator

    Pittsburgh, Pennsylvania, United States
    Management Recruiters of Davidson

    Our client, a leading commercial glass and glazing company, is seeking experienced professionals for two key roles: Business Development / Sales Manager and Estimator to join their team. Both positions are critical to driving revenue growth, enhancing ...

    Date Posted: 12/01/2025 Recommended

  • Agricultural / Commercial Loan Officer

    Fresno, CA
    Sales Consultants of Sacramento

    Responsible for developing new business and client relationships, producing a variety of agricultural loans as well as generating and managing a portfolio of business and corresponding relationships. This position will have responsibility for underwrit...

    Date Posted: 11/13/2025 Recommended

  • Agricultural / Commercial Loan Officer

    San Luis Obispo, CA
    Sales Consultants of Sacramento

    Responsible for developing new business and client relationships, producing a variety of agricultural loans as well as generating and managing a portfolio of business and corresponding relationships. This position will have responsibility for underwrit...

    Date Posted: 11/19/2025 Recommended

  • SBA Loan Portfolio Manager

    Los Angeles, CA
    Sales Consultants of Sacramento

    Immediate opening with an SBA Loan Portfolio Manager with a very successful, growing regional financial institution. Remote option available for the right candidate. RESPONSIBILITIES: Manage a portfolio of SBA, USDA, and State Guarantee credits of mode...

    Date Posted: 12/03/2025 Recommended

  • Director of Cath Lab Services

    Arizona, United States
    The HealthCare Initiative

    THE HEALTHCARE INITIATIVE Where Talent Meets Opportunity Director of Cath Lab Services Southwestern Region Great leadership doesn’t just manage - it elevates teams, drives innovation, and transforms patient care. We’re partnering with a forward-thinkin...

    Date Posted: 11/02/2025 Recommended

  • Trust Officer

    New Jersey, United States
    Highland Consulting Group, Inc.

    Trust Officer Sussex County, NJ | Onsite | $78,000–$82,000 Confidential search conducted by Highland Consulting Group Make an Impact in a Growing Trust Department Work in a collaborative, growing trust department where your voice will be heard and your...

    Date Posted: 10/24/2025 Recommended

  • National Accounts Manager

    Cleveland, Ohio, United States
    Snyder Executive Search, Inc.

    National Account Manager – Cleveland, OH - Akron, OH area We’re partnering with an industry leader that has built a phenomenal reputation for innovation, quality, and customer partnership. This is one of those companies people want to work for, stable,...

    Date Posted: 10/23/2025 Recommended

  • Branch Manager

    Allentown, PA
    Highland Consulting Group, Inc.

    Branch Manager Location: Allentown, PA This is a highly visible leadership role reporting directly to the Chief Retail Officer. The ideal candidate will be professional, poised, and community-minded — someone who can represent the bank as a market cham...

    Date Posted: 11/06/2025 Recommended

  • Senior Project Manager- Fort Lauderdale, FL

    Fort Lauderdale, Florida, United States, 33312
    Brave New World Search Group

    Job Title: Senior Project Manager Location: Fort Lauderdale, FL Job Type: Full-Time Experience Level: Senior We are working with a prominent and highly-respected commercial construction company with a rich history of delivering exceptional results on l...

    Date Posted: 10/20/2025 Recommended

  • Project Engineer - Mechanical - Data Centers

    Lancaster, PA
    Highland Consulting Group, Inc.

    Project Engineer - Mechanical - Data Centers Highland Consulting Group is an executive construction recruiting firm that specializes in placing top talent nationally. We are recruiting for individuals with construction management experience for this po...

    Date Posted: 11/24/2025 Recommended

  • Project Engineer - Mechanical

    Chantilly, VA
    Highland Consulting Group, Inc.

    Project Engineer - Mechanical Highland Consulting Group is an executive construction recruiting firm that specializes in placing top talent nationally. We are recruiting for individuals with construction management experience for this position as well ...

    Date Posted: 11/24/2025 Recommended

  • Project Engineer - Mechanical

    Baltimore, MD
    Highland Consulting Group, Inc.

    Project Engineer - Mechanical Highland Consulting Group is an executive construction recruiting firm that specializes in placing top talent nationally. We are recruiting for individuals with construction management experience for this position as well ...

    Date Posted: 11/09/2025 Recommended

  • Urology Clinic Manager

    Bixby, Oklahoma, United States, 74008
    The HealthCare Initiative

    THE HEALTHCARE INITIATIVE Where Talent Meets Opportunity Urology Clinic Manager Pacific Northwest Join a mission-driven healthcare organization as the next Urology Clinic Manager, leading a dedicated team in a busy, hospital-owned specialty clinic. In ...

    Date Posted: 11/14/2025 Recommended

  • Production Manager

    Plymouth, MI, 48170, United States
    Variant Partners

    Our client is a global leader in advanced manufacturing, supplying innovative technologies and systems that power the future of mobility. With a diverse portfolio supporting major automotive and transportation manufacturers, they are recognized for eng...

    Date Posted: 10/30/2025 Recommended

  • NE Regional Sales Manager - Specialty Products

    Bixby, Oklahoma, United States, 74008
    Management Recruiters of Tallahassee

    Regional Sales Manager Location: Remote (Northeast Region) Travel: 50%+ within territory A U.S.-based leader in engineered polymer components is seeking a Regional Sales Manager to accelerate growth across the Northeast. The company specializes in the ...

    Date Posted: 10/21/2025 Recommended

  • Account Executive

    Pittsburgh, PA
    Highland Consulting Group, Inc.

    Account Executive - Mechanical Service Highland Consulting Group is an executive search firm that specializes in placing top talent with construction companies nationally. We are recruiting an Account Executive for a service division at a large well-es...

    Date Posted: 11/09/2025 Recommended

  • Manager of Financial Planning & Analysis

    Atlanta, Georgia, United States
    Christian Wyatt Group

    Manager – Financial Planning & Analysis (FP&A) If you are a Finance Professional, have six plus years of experience in a multibillion-dollar bank handling Budgeting & Forecasting, management reporting, and profitability, this could be an outstanding op...

    Date Posted: 11/12/2025 Recommended

  • Chief Credit Officer

    San Francisco, CA
    Sales Consultants of Sacramento

    Excellent opportunity for an EVP/Chief Credit Officer with a very successful regional financial institution. The Chief Credit Officer is the senior manager responsible for maintaining and setting loan policy, managing the credit and loan closing proces...

    Date Posted: 12/03/2025 Recommended

  • Project Manager - Mechanical - Richmond

    Richmond, VA
    Highland Consulting Group, Inc.

    Sr. Mechanical Project Manager - Data Center About Us: Highland Consulting Group is a national executive search firm specializing in recruiting top-tier construction talent. With over 75 years of industry experience, we pride ourselves on placing the r...

    Date Posted: 11/20/2025 Recommended

  • Sr. Network Engineer (CCIE) - for a top-tier Modern Networks team

    Delaware, United States
    New Jersey, United States
    New York, United States
    Pennsylvania, United States
    The Trevi Group

    Sr. Network Engineer (CCIE) for a top-tier Modern Networks team * Remote role - based in the NY/NJ/PA/DE region * Full-time Perm role | working on Fortune 500 projects | High-impact role * See VIDEO about position at https://youtube.com/shorts/StmE_Jhh...

    Date Posted: 11/24/2025 Recommended

  • Women's Apparel Sales Account Manager - Virginia + Maryland

    Virginia, United States
    Management Recruiters of Cumming

    OVERVIEW: Our client is an expanding women’s apparel collection who has served the industry since 1985. They are looking to add a new Sales/Account Manager to the team who will contribute to their strong culture and driven sales team. The sales team is...

    Date Posted: 10/20/2025 Recommended

  • Women's Apparel Sales Account Manager - Florida

    Florida, United States
    Management Recruiters of Cumming

    OVERVIEW: Our client is an expanding women’s apparel collection who has served the industry since 1985. They are looking to add a new Sales/Account Manager to the team who will contribute to their strong culture and driven sales team. The sales team is...

    Date Posted: 10/20/2025 Recommended

  • Production Manager

    Baltimore, Maryland, United States
    Management Recruiters of Davidson

    PRODUCTION MANAGER Have you ever dreamed of managing the perfect manufacturing plant? Well, there’s always something that can be improved but this is your chance to move your team toward that dream of perfection. Seeking an experienced Production Super...

    Date Posted: 12/01/2025 Recommended

  • Commercial Real Estate Loan Officer

    Seattle, WA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 10/15/2025 Recommended

  • Commercial Real Estate Loan Officer

    Santa Rosa, CA
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 10/29/2025 Recommended

  • Commercial Real Estate Loan Officer

    Phoenix, AZ
    Sales Consultants of Sacramento

    Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commer...

    Date Posted: 10/15/2025 Recommended