livingHR, Inc. · 17 hours ago
Portfolio Manager
Fort Myers, FL
Full-time
Hybrid
Senior Level
5+ years explivingHR, Inc. is representing the Florida Trust, an independent trust company focused on building relationships rather than transactions. The Portfolio Manager will coordinate investment delivery for clients, monitor market developments, conduct investment research, and manage client portfolios while ensuring compliance and maintaining client relationships.
Human Resources
Responsibilities
Monitor global macroeconomic and capital market developments and have an ability to explain complex information to clients and colleagues
Conduct investment research on individual stocks, bonds, and other investments (mutual funds and exchange traded funds)
Build and manage portfolios for clients based on their unique goals and constraints, within the confines of our investment philosophy and approach
Work closely with colleagues to enhance new business and cultivate existing relationships
Participate in public presentations on a regular basis
Satisfy ongoing compliance requirements across all accounts and relationships
Maintain a working knowledge and understanding of trust accounting principles
Maintain technical ability across necessary software programs including trading, trust accounting and management software, as well as word processing and spreadsheet programs
Maintain relationships with clients via regular periodic communication and personal social engagement
Attend corporate events, social gatherings, and other events necessary for cultivating prospective client relationships
Consider financial planning needs and coordinate necessary team members for assistance
Qualification
Required
Minimum 5 years of experience managing portfolios for high-net-worth clients
Understanding of concepts, principles, and practices of fiduciary law
Strong public speaking and interpersonal skills
Bachelor's degree
Preferred
CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred
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
Hybrid policy
Access to mental health resources
Wellness initiatives
Annual team events
Community involvement opportunities
Foster a respectful, inclusive workplace
Company
livingHR, Inc.
livingHR is The Work Agency® making work better for people because we know it creates better outcomes for humanity and business.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keri Higgins-Bigelow
Founder + CEO
Recent News
2023-12-24
2023-12-24
Company data provided by crunchbase