Wealth Portfolio Manager

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

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Job summary

Frost Bank is seeking a Wealth Portfolio Manager for Frost Wealth Management in Texas. The role focuses on managing assets with Frost's proprietary strategies, building client relationships with integrity and excellence.

You will oversee strategy deployment, participate in committees, mentor staff, and support business development. Strong financial knowledge, CFA/CFP or advanced degrees are valued, with experience across multi-asset class portfolios and strong communication skills.

Qualifications

• Bachelor’s degree in an appropriate discipline.
• 5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner.
• OR 3+ years experience with a Master’s degree, or CFA/CFP designation.
• Thorough understanding of financial markets and the ability to communicate concepts to clients.
• Experience managing multi-asset class portfolios.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficient 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.
• Mentor and provide guidance to lower level staff.
• Assist with business development efforts for Frost.
• Contribute to asset review committee, analyzing assets for inclusion on the approved investment list.
• Always act with integrity, caring, and excellence to achieve all-win outcomes.

Skills

Strong analytical skills

Excellent written and verbal comms

Ability to multi-task

Team/player independence

Education

Bachelor’s degree in an appropriate discipline

Master’s degree in an appropriate discipline

CFA

CFP

Tools

Fitek

Bloomberg

FactSet

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. This role is also about building relationships 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:

• 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!

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.