Senior Wealth Portfolio Strategist

Frost; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision, life & long‑k

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost Wealth Management in Houston is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost's proprietary strategies, building trusted client relationships with integrity and excellence.

You will lead multi-asset class portfolios, provide guidance on operations through committees, participate in asset evaluations, and mentor staff while supporting Frost's business development aspirations.

Qualifications

• Bachelor's degree or higher in finance, economics, or related field.
• 10+ years managing investment accounts in fiduciary wealth management.
• Strong understanding of financial markets and client education.

Responsibilities

• Manage and supervise deployment of strategies for clients within an assigned group of accounts.
• Provide guidance and oversight regarding department operations through participation in committees.
• Participate in testing and evaluation of Wealth Management operations to ensure client responsibilities.
• Supervise and mentor lower level staff to support development.
• Assist with business development efforts for Frost.

Skills

Portfolio management

Multi-asset class portfolios

Analytical skills

Communication skills

Team leadership

Education

Bachelor's degree in finance or related field

Master's degree

Tools

Fitek

Bloomberg

FactSet

MS Office

Job description

Frost Wealth Management in Houston is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost's proprietary strategies, building trusted client relationships with integrity and excellence.

You will lead multi-asset class portfolios, provide guidance on operations through committees, participate in asset evaluations, and mentor staff while supporting Frost's business development aspirations.