Senior Wealth Portfolio Manager

Frost • Corpus Christi, TX

2d

About The Position

The Senior Wealth Portfolio Manager at Frost Wealth Management independently manages assets within proprietary strategies developed by the organization. The role manages and supervises strategy deployment across an assigned group of client accounts, ensuring each strategy aligns with client objectives. It also contributes to department operations, client-focused testing and evaluation, business development, and the asset review committee. The position may supervise and mentor junior staff and is expected to apply integrity, caring, and excellence in serving clients and achieving outcomes.

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 markets and security-type concepts, and the ability to communicate these 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 the deployment of strategies for clients within an assigned group of accounts, ensuring each strategy fits the client’s specific 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 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, vision, 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