Investments Sales Support Manager

Job Description

It’s about expecting great things and making them happen.

Are you known for your goal-orientated mindset and always thinking one step ahead? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Do you enjoy providing guidance to help others accomplish big projects? If so, being an Investments Sales Support Manager with Frost 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 an Investments Sales Support Manager, you will lead and manage an investment sales support team, providing guidance and coaching to maximize performance. You will help bring value to the organization by training and developing investment sales support staff to deliver an exceptional client experience. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed. Our managers have a genuine care for people and consistently strive to lead with integrity, caring, and excellence.

What you’ll do: 

• Manage and train the sales support staff to ensure they are providing high-quality support to the sales team
• Develop and implement systems and procedures for sales support, including tracking and reporting on sales support activities
• Identify and address any gaps in the sales support process, and work with the sales team to develop solutions
• Ensure that the sales team has access to the necessary resources and information to effectively sell the company's products or services
• Provide regular updates to the Chief Operations Officer on the performance of the sales support team and any issues that need to be addressed
• Always take action using Integrity, Caring and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor’s degree in finance, business, a related field, or equivalent experience
• 5+ years of investments experience, with at least 2 years in a leadership role
• Proficiency in Microsoft computer applications
• Excellent written and verbal skills

Additional Preferred Skills:

• FINRA Series 7,9 & 10 (or Series 4, 24, 53) and 66 (or Series 63 and 65)

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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.