Portfolio Manager (Wealth Mgt)

livingHR • Fort Myers, FL

4d • Hybrid

About The Position

The VP, Portfolio Manager manages client investment portfolios in alignment with the firm’s investment philosophy and fiduciary standards. The role executes portfolio strategy, monitors performance, and partners closely with advisors and fiduciary professionals to deliver disciplined investment outcomes. The organization is an independent trust company serving clients in Southwest Florida and beyond with investment management, trust, and estate services.

Requirements

• At least seven years of experience in portfolio management within wealth management, asset management, or a fiduciary-focused financial services firm.
• Demonstrated experience independently managing client portfolios.
• Strong understanding of asset allocation, portfolio construction, and investment risk management.
• Experience executing trades and overseeing portfolio rebalancing.
• Advanced analytical skills and strong attention to detail.
• Excellent written and verbal communication skills.

Nice To Haves

• Bachelor’s degree in finance, economics, business, or a 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.

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.

Benefits

• 90% employer-paid medical coverage.
• Dental and vision plans available at employee cost.
• Employer-supported 401(k) safe harbor contribution.
• Employee Stock Ownership Plan (ESOP).
• Generous paid time off.
• Paid holidays.
• Hybrid policy of three days per month.
• Access to mental health resources and wellness initiatives.
• Annual team events and community involvement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed