Wealth Advisors Regional Operations Manager

Frost • Austin, TX

1d

About The Position

It’s about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Do you enjoy working with others and effectively communicating? If so, the Wealth Advisors Regional Operations Manager position could be your calling. At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As a Wealth Advisors Regional Operations Manager with Frost, you are our account liaison. You will monitor the entire life cycle of account information including account opening, account information maintenance, and account closing for a large region. You are energized by collaboration and will have the opportunity to working directly with various internal subject matter experts to solve complex client service issues. As a leader, you are passionate about developing your team and encouraging growth. More than that, this role is about providing top-quality service and doing it with integrity, caring, and excellence in mind.

Requirements

• Bachelor’s degree in Business Management, Finance, in a related field, or equivalent experience
• 5+ years of experience in financial operations
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Nice To Haves

• Demonstrated understanding of project management
• Demonstrated experience leading a team
• Demonstrated experience with Global Wealth Enterprise Solution
• Demonstrated experience with SharePoint

Responsibilities

• Manage all Wealth Advisors Operations trust account processing within an assigned region including account openings, account acceptance, settlements, disbursements, safekeeping, and account closings
• Communicate and implement statewide Wealth Advisors Operations’ policies and initiatives within an assigned region.
• Communicate regional concerns, problems, and requests to statewide Wealth Advisors Operations management
• Collaborate with management to create, implement, and modify procedures to efficiently and accurately maintain Wealth Advisors Operations within an assigned region in alignment with Frost standards and governmental laws and regulations
• Research and resolve exception reports to ensure the integrity and accuracy of the Wealth Advisors Operations system. Escalate exceptions to management as necessary
• Identify and alert management to opportunities to improve controls to protect customer and bank assets, ensure confidentiality of customer and bank information, and ensure compliance with Frost standards and governmental laws and policies
• Ensure that internal controls are in place and functioning properly
• Exercise the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
• Always 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 our Employee Assistance Program
• Referral bonus program + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees