Portfolio Manager (Wealth Mgt)

The role

The VP, Portfolio Manager manages client investment portfolios in alignment with the firm's investment philosophy and fiduciary standards. This role executes portfolio strategy, monitors performance, and partners with advisors and fiduciary professionals.

What you will do

• 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

Required qualifications

• 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 have

• 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

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 PTO
• Paid holidays
• Access to mental health resources and wellness initiatives
• Annual team events
• Community involvement opportunities

About the company

This organization is an independent trust company built on relationships. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services.