Wealth Advisors Regional Operations Manager

Job DescriptionIt’s about interactions more than transactions.Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Do you enjoy working with others and effectively communicating? If so, the Wealth Advisors Regional Operations Manager position could be your calling.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 banking services.Who You AreAs a Wealth Advisors Regional Operations Manager with Frost, you are our account liaison. You will monitor the entire life cycle of account information including account opening, account information maintenance, and account closing for a large region. You are energized by collaboration and will have the opportunity to working directly with various internal subject matter experts to solve complex client service issues. As a leader, you are passionate about developing your team and encouraging growth. More than that, this role is about providing top-quality service and doing it with integrity, caring, and excellence in mind.What You’ll DoManage all Wealth Advisors Operations trust account processing within an assigned region including account openings, account acceptance, settlements, disbursements, safekeeping, and account closingsCommunicate and implement statewide Wealth Advisors Operations’ policies and initiatives within an assigned region. Communicate regional concerns, problems, and requests to statewide Wealth Advisors Operations managementCollaborate with management to create, implement, and modify procedures to efficiently and accurately maintain Wealth Advisors Operations within an assigned region in alignment with Frost standards and governmental laws and regulationsResearch and resolve exception reports to ensure the integrity and accuracy of the Wealth Advisors Operations system. Escalate exceptions to management as necessaryIdentify and alert management to opportunities to improve controls to protect customer and bank assets, ensure confidentiality of customer and bank information, and ensure compliance with Frost standards and governmental laws and policiesEnsure that internal controls are in place and functioning properlyExercise the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminationsAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat You’ll NeedBachelor’s degree in Business Management, Finance, in a related field, or equivalent experience5+ years of experience in financial operationsExcellent written and verbal communication skillsProficient in Microsoft computer applicationsAdditional Preferred SkillsDemonstrated understanding of project managementDemonstrated experience leading a teamDemonstrated experience with Global Wealth Enterprise SolutionDemonstrated experience with SharePointOur BenefitsAt 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 insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral 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 in 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.