Senior Wealth Portfolio Manager

Frost • San Antonio, TX

1d

About The Position

The Senior Wealth Portfolio Manager with Frost Wealth Management independently manages assets within proprietary strategies developed by Frost Wealth Management. The role manages and supervises strategy deployment for an assigned group of client accounts, ensuring each strategy fits the client’s objectives. It also provides guidance on department operations, participates in operational testing and evaluation, supports Frost business development, and contributes to the asset review committee by analyzing assets for the investment approved list. The position may supervise and mentor lower-level staff. The role emphasizes client relationships and acting 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, and ability to communicate 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.
• Supervise and mentor lower-level staff to support their satisfactory development; this may not apply to all positions.
• 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, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Extensive health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

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