Job DescriptionWho 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. You are passionate about our customers and helping them towards financial success. You are excited to use your knowledge and experience to mentor team members and contribute to the asset review committee. 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
- 6+ years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or other financial services organization, or relevant experience
- 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
- Broad understanding of alternative asset classes
- Excellent written and verbal communication skills
- Proficiency in Microsoft computer applications
Additional Preferred Skills:- Master's degree in an appropriate discipline
- CFA or equivalent qualifying financial industry credentials
- 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!
