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Wealth Management Portfolio Manager

Senior UMA Overlay Trader

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Kestra PWS
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking an experienced professional to join their Overlay Trading Team. The role involves executing trades using Unified Managed Account (UMA) models, monitoring portfolios for discrepancies, and managing cash positions. Candidates should have over five years of experience in wealth management or trading, along with a relevant degree and strong problem-solving skills. The position offers a collaborative environment and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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