Strategic Wealth Portfolio Manager - Client Focus & Growth

Frost; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision, long-term/dis

401(k) matching

Holiday and paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Wealth Management in Texas is seeking a Wealth Portfolio Manager to oversee client assets within Frost's proprietary strategies. You will build lasting relationships, act with integrity, and deliver excellence in service.

Ideal candidates have 5+ years in portfolio management (or 3+ years with a relevant advanced degree or CFA/CFP). You will demonstrate broad market knowledge, multi-asset portfolio experience, and strong communication while collaborating with a respectful team in San

Qualifications

• Bachelor's degree in a related discipline or equivalent experience.
• 5+ years in portfolio management with fiduciary responsibility, or 3+ years with advanced degree or CFA/CFP.
• Strong knowledge of financial markets and multi-asset portfolios.
• Excellent analytical and communication skills.

Responsibilities

• Manage and supervise deployment of strategies for client accounts.
• Provide oversight via participation in committees.
• Test and evaluate Wealth Management operations for client service.
• Mentor junior staff and support business development.
• Contribute to asset reviews and ensure compliance with approved lists.
• Uphold integrity, caring, and excellence in all actions.

Skills

Portfolio management

Financial markets knowledge

Multi-asset portfolio management

Analytical skills

Problem-solving

Communication skills

Multi-tasking under pressure

Team collaboration

Microsoft Office

Attention to detail

Education

Bachelor's degree

Master's degree / CFA / CFP designation

Tools

Bloomberg

FactSet

Fitek

Job description

Frost Wealth Management in Texas is seeking a Wealth Portfolio Manager to oversee client assets within Frost's proprietary strategies. You will build lasting relationships, act with integrity, and deliver excellence in service.

Ideal candidates have 5+ years in portfolio management (or 3+ years with a relevant advanced degree or CFA/CFP). You will demonstrate broad market knowledge, multi-asset portfolio experience, and strong communication while collaborating with a respectful team in San