Regional Portfolio Manager

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 objectives
• Supervise 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 met
• Provide guidance and oversight to investment operations through participation in assigned committees
• Participate in the testing and evaluation of the Advisor and its Investment Advisory Representatives to ensure that both continue to satisfy their responsibilities to clients
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor's degree in an appropriate discipline
• Series 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 organization
• 5+ years of experience supervising and/or managing a team of managers
• 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
• Broad understanding of alternative asset classes
• 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
• Proficient in Microsoft computer applications
• Excellent written and verbal communication skills

Additional Preferred Skills:

• Master’s degree in an appropriate discipline
• CFA or other financial industry designations
• Experience with industry tools such as Advent, Bloomberg, and FactSet

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 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.