Role description
Portfolio Manager (Wealth Mgt)
livingHRABOUT 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.