Portfolio Manager (Wealth Mgt)

ABOUT THE COMPANY

This organization is not your typical financial institution. They're an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients—and each other.

WHAT YOU’LL DO

The VP, Portfolio Manager is responsible for managing client investment portfolios in alignment with the firm’s investment philosophy and fiduciary standards. This role executes portfolio strategy, monitors performance, and partners closely with advisors and fiduciary professionals to deliver disciplined investment outcomes.

WHAT YOU’LL DO

Day-to-Day Responsibilities:

• Construct and manage client portfolios in accordance with investment policy statements and firm strategy

• Execute trades and portfolio rebalancing to maintain target asset allocations

• Monitor portfolio performance, risk exposure, and market conditions

• Conduct research and due diligence on investment strategies, managers, and asset classes

• Partner with client-facing professionals to support client reviews and investment discussions

• Identify portfolio risks or opportunities and recommend appropriate adjustments

• Maintain accurate documentation and ensure compliance with regulatory and internal standards

• Contribute to investment committee discussions and strategic analysis

• Perform other duties as assigned or as necessary to support the needs of the role

WHAT WE’RE LOOKING FOR

Must-Haves:

• Minimum seven (7) years of experience in portfolio management within wealth management, asset management, or a fiduciary-focused financial services firm

• Demonstrated experience managing client portfolios independently

• Strong understanding of asset allocation, portfolio construction, and investment risk management

• Experience executing trades and overseeing portfolio rebalancing

• Advanced analytical skills with strong attention to detail

• Excellent written and verbal communication skills

Nice-to-Haves:

• Bachelor’s degree in finance, economics, business, or related field

• CFA designation or progress toward CFA certification

• Experience working within a trust company or fiduciary-focused wealth management firm

• Experience participating in investment committee discussions

WHY YOU’LL LOVE WORKING HERE

Working here feels like being part of something meaningful. They believe in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.

• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).

• Work-Life Balance: Generous PTO, paid holidays, hybrid policy (3 days/month), and a supportive team culture.

• Wellbeing: Access to mental health resources and wellness initiatives.

• Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.