Associate Portfolio Manager - Wealth

We’re seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL.

In this client-facing role, you will partner closely with Portfolio Managers and broader client teams to help manage sophisticated portfolios aligned to each client’s objectives, risk tolerance, liquidity needs, tax considerations, and estate-planning goals. This position offers meaningful exposure to portfolio management, investment implementation, client relationship development, and market communication within a collaborative Wealth environment.

In this role, you’ll make an impact in the following ways:

• Support Portfolio Managers in delivering a high-touch client experience.
• Help manage customized portfolios across taxable and tax-advantaged accounts, trusts, foundations, and other entities.
• Prepare portfolio reviews, investment presentations, performance analyses, and client meeting materials.
• Interact directly with clients on portfolio positioning, market developments, and investment-related matters.
• Support portfolio implementation, including cash management, rebalancing, trade preparation, and compliance monitoring.
• Review portfolios for alignment with client objectives, asset allocation, liquidity needs, and investment guidelines.
• Assist with onboarding new relationships, portfolio transitions, and related documentation.

• Support Regulation 9 reviews and other portfolio management activities.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• MBA and/or CFA preferred.
• 3-5 years of prior financial/investment experience.
• Strong analytical skills with the ability to interpret investment data and portfolio reporting.
• Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.