Wealth Portfolio Manager

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

Job Description

It’s about investing in people, our people.

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 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 Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within 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 the testing and evaluation of Wealth Management operations to ensure responsibilities to clients
• Mentor and provide guidance to lower level staff
• Assist with business development efforts for Frost
• Contribute to the asset review committee, analyzing assets for inclusion on the approved investment 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
• 5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization OR 3+ years experience in a portfolio management role along with a Master’s degree in an appropriate discipline, or a CFA or a CFP designation
• Thorough understanding of financial markets/security types 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 effectively under pressure
• Ability to work independently as well as in a team environment
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

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.