- Corpus Christi, Texas, United States
- On-site
- Full-time · Senior
- 6+ years
Responsible for independently managing assets within proprietary strategies developed by Frost Wealth Management, mentoring team members, and contributing to asset review committees.
Responsibilities
- Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives
- Provide guidance and oversight regarding department operations through participation in assigned committees
- Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients
- Supervise and mentor lower level staff to ensure that their development progresses satisfactorily
- Assist with business development efforts for Frost
Requirements
- Bachelor's degree in an appropriate discipline
- Nice to have: Master’s degree in an appropriate discipline
- Nice to have: CFA or equivalent qualifying financial industry credentials
- Nice to have: Fitek
- Nice to have: Bloomberg