Job DescriptionWho 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!
