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Regional Portfolio Manager
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- If so, then the Regional Portfolio Manager with Frost might be for you!
- As a Regional Portfolio Manager with Frost , you are our leader, providing guidance and support to every single team member on your team.
- Provide guidance and oversight to investment operations through participation in assigned committees
- 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
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