Senior Wealth Portfolio Manager

Frost; San Antonio (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Generous paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus program

Job summary

Frost Wealth Management in San Antonio, TX is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost's proprietary strategies. You will build trusted client relationships, oversee multi-asset portfolios, mentor staff, and contribute to business development.

You will always strive for integrity, caring, and excellence while delivering best-in-class service and guidance to high-net-worth clients.

Qualifications

• 10+ years in portfolio management in wealth/financial services.
• Bachelor’s degree required; master’s preferred.
• Strong understanding of financial markets and multi-asset strategies.

Responsibilities

• Manage and supervise asset deployment for a client group within Frost Wealth Management.
• Provide guidance on department operations in committees.
• Participate in testing and evaluating wealth management operations.
• Mentor junior staff to foster development.
• Support business development for Frost.

Skills

Portfolio management

Financial analysis

Client relationship management

Communication skills

Independent work

Team mentoring

Multi-asset class knowledge

Analytical skills

Attention to detail

MS Office proficiency

Alternative assets understanding

Education

Bachelor’s degree in finance or related field

Master’s degree (preferred)

Tools

Fitek

Bloomberg

FactSet

Job description

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. 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
• 10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization
• 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
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications
• Broad understanding of alternative asset classes

Additional Preferred Skills:

• Master’s degree in an appropriate discipline
• Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry designation
• 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 our 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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.