Senior Wealth Portfolio Manager

Frost; San Antonio (TX); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Generous PTO

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Wealth Management in Texas is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost Wealth Management's proprietary strategies. You will mentor team members and contribute to the asset review committee while focusing on client financial success with integrity, care, and excellence.

In this role, you will guide business development, oversee multi-asset portfolios, and help sustain Frost's legacy of 150+ years in banking and wealth services.

Qualifications

• Bachelor's degree in an appropriate discipline.
• 6+ years in a portfolio management role overseeing fiduciary accounts.
• Thorough understanding of financial markets and asset concepts.
• Experience managing multi-asset class portfolios.
• Strong analytical and problem-solving skills.
• Ability to multi-task and work under pressure.
• Ability to work independently and in a team.
• Broad understanding of alternative asset classes.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office.

Responsibilities

• Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits 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 ensure that their development progresses satisfactorily.
• Assist with business development efforts for Frost.
• Contribute to the asset review committee, analyzing assets for inclusion on the investment approved list.
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Skills

Portfolio management

Multi-asset portfolios

Analytical skills

Communication

Problem-solving

Independent worker

Team collaboration

Attention to detail

Pressure management

Education

Bachelor's degree

Master's degree

Tools

Bloomberg

FactSet

Fitek

Job description

It’s about building something real.

Job Description

It’s about building something real. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-orientated mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. 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 Senior Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for independently managing assets within the proprietary strategies developed by Frost Wealth Management. You are passionate about our customers and helping them towards financial success. You are excited to use your knowledge and experience to mentor team members and contribute to the asset review committee. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What You’ll Do

• Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits 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 ensure that their development progresses satisfactorily (this may not apply to all positions)
• Assist with business development efforts for Frost
• Contribute to the asset review committee, analyzing assets for inclusion on the investment approved list
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What You’ll Need

• Bachelor's degree in an appropriate discipline
• 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/security types concepts and the 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 multi-task and work efficiently under pressure
• Ability to work independently as well as in a team environment
• Broad understanding of alternative asset classes
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Additional Preferred Skills

• 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

Our Benefits

At Frost, we care about your health, your family, and your future and strive to have your benefits reflect that. This includes:

• 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!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.