Specialty Asset Portfolio Manager Minerals

Position: Specialty Asset Portfolio Manager Minerals | Division: Wealth Mgmt Services|

WorkDays:Monday - Friday| Hours of Operation:8:00am - 5:00pm

Why Broadway Bank:

We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending.

Position Overview:

TheSpecialty Asset Portfolio Manager - Minerals will collaborate closely with theSenior Asset Portfolio Manager to manage the portfolio of mineral assets heldin fiduciary accounts within Wealth Management. This role is responsible forensuring efficient asset management, fostering portfolio growth, and deliveringsuperior client relationship management in accordance with fiduciary standards.

Essential Functions:

• Conduct document analysis to confirm mineral asset ownership.
• Negotiate agreements for the development and exploitation of mineral resources.
• Monitor compliance with mineral lease provisions to maximize client income.
• Analyze and verify Divisions of Interest (working and royalty).
• Audit Working/Royalty Interest payments for oil, gas, and product sales, including market value and volume.
• Identify and address title defects and verify the accuracy of conveyance documents.
• Collaborate with tax vendors to assemble and provide necessary data for ad valorem tax assessments and protests.
• Assist in ensuring the timely recording of revenue receipts.
• Analyze revenue and expenses for working interests to assess investment suitability.
• Assist the Senior Specialty Asset Portfolio Manager in identifying and executing strategies to capture new mineral management opportunities.
• Coordinate with internal teams to ensure consistent and targeted marketing efforts.
• Cultivate relationships with key referral sources, including attorneys and CPAs.
• Maintain and manage a sales pipeline using CRM to track progress and qualify opportunities.
• Educate internal partners on mineral management capabilities to drive referrals and cross-selling opportunities.
• Collaborate with the Senior Specialty Asset Portfolio Manager and Account Advisor to regularly meet with clients and review mineral asset development, income, and lease compliance.
• Prepare comprehensive reports to educate clients on mineral assets and their revenue potential.
• Utilize strong communication skills to build credibility and maintain rapport with clients.
• Maintain up-to-date knowledge of local, regional, and national developments in the oil, gas, and mineral industries.
• Keep abreast of major economic trends affecting the mineral sector.
• Ensure adherence to theProperty and Estates Codes as applicable to mineral management.
• Prepare management reports and presentations for internal and client-facing use.
• Analyze technology solutions and provide recommendations for their implementation.
• Mentor junior team members in mineral management practices and the application of related technology.
• Assume other duties as directed.
• This position may require travel.

Experience & Education:

• 2+ years of in-house and field experience as a practicing Land Professional, including management of mineral/working interests, oil and gas lease negotiations, title research, curing title defects, and a working knowledge of Trust and Probate Documents or applicable advanced degree.
• 5+ years of mineral management experience is preferred.
• A four-year college degree is required.
• Professional designation as a Registered Professional Landman (RPL) or Certified Professional Landman (CPL) is preferred.

Skills & Education:

• Expertise in managing mineral and working interests.
• Strong title research capabilities, including curing title defects.
• Familiarity with Trust and Probate documents related to mineral assets.
• Experience in monitoring and auditing royalty and working interest payments.
• Advanced knowledge of local and regional mineral development trends and economic factors.
• Competency in financial analysis and assessment of mineral investment suitability.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, including Word and Excel.
• Strong client relationship management and client reporting skills.
• Ability to mentor junior staff and guide them in mineral management practices.
• Detail-oriented, with excellent organizational and multitasking abilities.

Other Requirements:

• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit youroverall health and well-being:

• Employee Impact Groups
• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is notdesigned to be a comprehensive listing of duties, responsibilities, oractivities that are required for this job. Duties, responsibilities, andactivities may change at any time with or without notice.

Broadway Bankis proud to be an Equal Opportunity and Affirmative Action Employer. BroadwayBank is a drug-free and tobacco-free workplace, with a nicotine-free hiringpolicy. All qualified applicants will receive considerationfor employment without regard to race, color, ethnicity, religion, sex, sexualorientation, gender identity, national origin, disability, protected veteranstatus, genetic data or other legally protected status.

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