ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Senior Portfolio Manager at Frost - ApplyBlast

Senior Portfolio Manager

Frost

4 months ago

3.8 on Glassdoor

Austin, TX

Hybrid

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A Senior Portfolio Manager at Frost Wealth Management independently manages client assets within proprietary strategies while building relationships with integrity. The role involves supervising operations, mentoring staff, analyzing investment portfolios, and assisting with business development efforts. It requires a deep understanding of financial markets and multi-asset class portfolios to deliver top-tier service.

Responsibilities

Manage and supervise deployment of proprietary strategies for client accounts
Provide guidance and oversight regarding departmental operations through committees
Supervise and mentor lower-level staff to ensure satisfactory development
Analyze assets for inclusion on the investment approved list
Assist with business development efforts to grow client base

Skills

Qualifications

Bachelor's degree in an appropriate disciplineChartered Financial Analyst (CFA)Certified Financial Planner (CFP)

About Frost

frostbank.com

Headquarters

San Antonio, Texas, United States

Company Size

5001-10000 employees

Founded

1868

View Profile

From personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.