Frost Bank
Regional Portfolio Manager
Frost Bank, San Antonio, Texas, United States, 78208
Job Description
It's about being the person that wants to see others succeed.
Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regardless of the issue? Do you strive to lead by example and want to play an integral role in the development of your team? If so, then the Regional Portfolio Manager with Frost might 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 financial services.
Who you are:
As a
Regional Portfolio Manager
with Frost ,
you are our leader, providing guidance and support to every single team member on your team. In this role, you will be responsible for independently managing assets within the proprietary strategies developed within Frost or its subsidiaries for Frost Investment Advisors, LLC. Our managers have a genuine care for people and enjoy developing people and do it with integrity, caring and excellence in mind.
What you'll do:Manage and supervise deployment of investment advisory strategies for clients within an assigned group of accounts to ensure that deployed strategies fits each client's specific investment objectivesSupervise Portfolio Managers and Senior Portfolio Managers in assigned region/office to ensure that client objectives are satisfied and that the policies and procedures of the Adviser are metProvide guidance and oversight to investment operations through participation in assigned committeesParticipate in the testing and evaluation of the Advisor and its Investment Advisory Representatives to ensure that both continue to satisfy their responsibilities to clientsAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you'll need:
Bachelor's degree in an appropriate disciplineSeries 65 registration or attainment within 90 days of employment (acceptable exam exemptions include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Chartered Investment Counselor (CIC), or Chartered Financial Consultant (ChFC) designations)15+ years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a registered investment adviser or financial services organization5+ years of experience supervising and/or managing a team of managersThorough understanding of financial market/security types concepts and the ability to communicate concepts to clientsExperience managing and/or advising on multi-asset class portfoliosBroad understanding of alternative asset classesStrong analytical skillsStrong problem solving skills and attention to detailAbility to multi-task and work effectively under pressureAbility to work independently as well as in a team environmentProficient in Microsoft computer applicationsExcellent written and verbal communication skillsAdditional Preferred Skills:
Master's degree in an appropriate disciplineCFA or other financial industry designationsExperience with industry tools such as Advent, Bloomberg, and FactSetOur 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 insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral 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 is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
It's about being the person that wants to see others succeed.
Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regardless of the issue? Do you strive to lead by example and want to play an integral role in the development of your team? If so, then the Regional Portfolio Manager with Frost might 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 financial services.
Who you are:
As a
Regional Portfolio Manager
with Frost ,
you are our leader, providing guidance and support to every single team member on your team. In this role, you will be responsible for independently managing assets within the proprietary strategies developed within Frost or its subsidiaries for Frost Investment Advisors, LLC. Our managers have a genuine care for people and enjoy developing people and do it with integrity, caring and excellence in mind.
What you'll do:Manage and supervise deployment of investment advisory strategies for clients within an assigned group of accounts to ensure that deployed strategies fits each client's specific investment objectivesSupervise Portfolio Managers and Senior Portfolio Managers in assigned region/office to ensure that client objectives are satisfied and that the policies and procedures of the Adviser are metProvide guidance and oversight to investment operations through participation in assigned committeesParticipate in the testing and evaluation of the Advisor and its Investment Advisory Representatives to ensure that both continue to satisfy their responsibilities to clientsAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you'll need:
Bachelor's degree in an appropriate disciplineSeries 65 registration or attainment within 90 days of employment (acceptable exam exemptions include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Chartered Investment Counselor (CIC), or Chartered Financial Consultant (ChFC) designations)15+ years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a registered investment adviser or financial services organization5+ years of experience supervising and/or managing a team of managersThorough understanding of financial market/security types concepts and the ability to communicate concepts to clientsExperience managing and/or advising on multi-asset class portfoliosBroad understanding of alternative asset classesStrong analytical skillsStrong problem solving skills and attention to detailAbility to multi-task and work effectively under pressureAbility to work independently as well as in a team environmentProficient in Microsoft computer applicationsExcellent written and verbal communication skillsAdditional Preferred Skills:
Master's degree in an appropriate disciplineCFA or other financial industry designationsExperience with industry tools such as Advent, Bloomberg, and FactSetOur 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 insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral 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 is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.