Senior Wealth Portfolio Manager

Frost Bank • San Antonio, TX

7d

About The Position

The Senior Wealth Portfolio Manager with Frost Wealth Management independently manages assets within the firm’s proprietary strategies. The role oversees strategy deployment across an assigned group of client accounts and ensures that each strategy aligns with the client’s objectives. It also contributes to department operations, committee work, testing and evaluation of Wealth Management operations, and business development. The position contributes to the asset review committee by analyzing assets for possible inclusion on the investment approved list. The manager may supervise and mentor lower-level staff, helping support their professional development, and is expected to act with integrity, caring, and excellence.

Requirements

• Bachelor’s degree in an appropriate discipline.
• At least 6 years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization, or relevant experience.
• Thorough understanding of financial market and security-type concepts, with the ability to communicate those concepts to clients.
• Experience managing and/or advising on multi-asset-class portfolios.
• Strong analytical skills.
• Strong problem-solving skills and attention to detail.
• Ability to multitask and work efficiently under pressure.
• Ability to work independently and in a team environment.
• Broad understanding of alternative asset classes.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Nice To Haves

• Master’s degree in an appropriate discipline.
• CFA or equivalent qualifying financial industry credentials.
• Experience with industry tools such as Fitek, Bloomberg, and FactSet.
• Experience making public presentations.

Responsibilities

• Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategies fit specific client objectives.
• Provide guidance and oversight regarding department operations through participation in assigned committees.
• Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients are met.
• Supervise and mentor lower-level staff to support their satisfactory development, where applicable.
• Assist with Frost business development efforts.
• Contribute to the asset review committee by analyzing assets for inclusion on the investment approved list.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• Long-term disability and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior