Senior Portfolio Manager

Frost Wealth Management

Not specified; not specified; medical, dental, vis...
10+ years portfolio management experience
Fiduciary oversight of investment accounts
Multi-asset class portfolio management
The role involves independently managing assets within proprietary strategies developed by Frost Wealth Management while building relationships with integrity

Job Summary

  • The role involves independently managing assets within proprietary strategies developed by Frost Wealth Management while building relationships with integrity.
  • Candidates will supervise lower-level staff, participate in department committees, and contribute to the asset review committee for investment approvals.
  • The company offers a comprehensive benefits package including medical, dental, vision, 401(k) matching, and tuition reimbursement.

Matching Summary

The role involves independently managing assets within proprietary strategies developed by Frost Wealth Management while building relationships with integrity.

Salary

Not specified; Not specified; Medical, dental, vision, long-term disability, life insurance, 401(k) matching, holiday and paid time off, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years portfolio management experience
  • Fiduciary oversight of investment accounts
  • Multi-asset class portfolio management
  • Bachelor's degree in appropriate discipline
  • Strong analytical and problem-solving skills

Nice-to-have

  • Master's degree in finance or related field
  • CFA or CFP professional designation
  • Experience with Fitek, Bloomberg, FactSet tools
  • Public presentation skills
  • Business development contributions

Key Requirements

  • 10+ years in portfolio management role
  • Bachelor's degree required
  • Fiduciary experience in wealth management
  • Multi-asset class expertise
  • Advanced financial analysis capabilities

Work Rights

Not specified

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