Senior Portfolio Manager

5 days ago


Fort Myers, Florida, United States Finemark National Bank Full time
About This Role

At Finemark National Bank, we are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management department, you will be responsible for managing client portfolios and building meaningful relationships with our clients.

Job Summary

This is a senior-level position that requires a minimum of 10+ years of experience in managing investment portfolios for a wealth management company. The ideal candidate will have a strong background in portfolio theory, fiduciary law, and advanced investing skills.

Key Responsibilities
  1. Portfolio Management: Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines.
  2. Relationship Management: Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
  3. Business Development: Actively participate and engage in business development activities, securing new clients and growing existing relationships.
Requirements
  • Bachelor's degree in business administration or finance (MBA preferred)
  • 10+ years of experience in managing investment portfolios for a wealth management company
  • Advanced understanding of portfolio theory, fiduciary law, and investing skills
  • Exceptional relationship management skills and ability to work independently
  • Proficiency in Microsoft Office and Salesforce (experience with Salesforce a plus)
  • CFA or CFP certification strongly preferred
Compensation and Benefits

The estimated annual salary for this position is $120,000-$180,000, depending on experience and qualifications. Finemark National Bank offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.



  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job SummaryWe are seeking an experienced Senior Trust Portfolio Manager to join our team at Finemark National Bank. This is a senior-level position that requires a high level of expertise in managing complex financial portfolios and trust relationships.About the RoleThe successful candidate will be responsible for managing and administering trust accounts,...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job DescriptionWe are seeking a highly skilled Strategic Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios and building strong relationships with our clients.About the RoleThe Strategic Portfolio Manager will be responsible for analyzing...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job OverviewWe are seeking a highly skilled Financial Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios and developing meaningful relationships with our clients.About the RoleThe successful candidate will have a strong background in...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job OverviewWe are seeking a skilled Financial Services Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our organization, you will play a critical role in managing client portfolios and building meaningful relationships with clients.About the RoleThis is a highly responsible position that requires a deep understanding...


  • Fort Myers, Florida, United States PHP Management Services LLC Full time

    Job DescriptionWe are seeking an exceptional Strategic Portfolio Manager to join our team at PHP Management Services LLC. As a visionary leader, you will play a critical role in shaping the future of condominium management.Key Responsibilities:Lead day-to-day operations for assigned associations, ensuring seamless efficiency and effectiveness.Act as a...


  • Fort Lauderdale, Florida, United States YMP Real Estate Management LLC Full time

    About the RoleWe are seeking a highly skilled Executive Multifamily Portfolio Specialist to join our team at YMP Real Estate Management LLC. This role offers an excellent opportunity for career growth and development in the multifamily industry.Job SummaryThe successful candidate will have full responsibility for a multi-state portfolio of multifamily...


  • Fort Myers, Florida, United States PHP Management Services LLC Full time

    Job DescriptionWe are seeking a visionary Strategic Portfolio Leader to join our team at PHP Management Services LLC.Estimated Salary: $85,000 - $110,000 per year based on experience and qualifications.About the Role:As a key member of our management team, you will be responsible for overseeing the day-to-day operations of assigned condominium communities....


  • Fort Lauderdale, Florida, United States Pentaurus LLC Full time

    Job OverviewWe are seeking a highly skilled Residential Portfolio Manager to oversee the day-to-day property management projects and operations within our residential portfolio.


  • Fort Myers, Florida, United States Discovery Senior Living Full time

    OverviewAt Discovery Senior Living, we are seeking a compassionate and skilled Caregiver to provide high-quality care to our homebound seniors in Fort Myers, FL. As a valued member of our team, you will play a critical role in ensuring the well-being and dignity of our clients.Job SummaryThis is a full-time opportunity to work as a caregiver for seniors in...


  • Fort Myers, Florida, United States Discovery Senior Living Full time

    About Discovery Senior LivingDiscovery Senior Living is a family of companies that includes multiple brands and divisions. Our management team has three decades of experience in developing, building, marketing, and managing senior-living communities across the United States.Career OpportunitiesCompetitive wages and salariesAccess to wages before...


  • Fort Myers, Florida, United States ENGASSIST LLC Full time

    Job Title: Senior MEPF EngineerThis is a remote position with ENGASSIST LLC, offering a competitive salary and benefits package.Company OverviewENGASSIST LLC is a dynamic engineering firm providing comprehensive engineering services across various sectors. Our team of experts has extensive knowledge of Florida building codes, regulations, and standards.About...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at Finemark National Bank. In this role, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.About the RoleThe successful candidate will have a proven...


  • Fort Lauderdale, Florida, United States MSCCN Full time

    Job OverviewIn this role, you will manage a portfolio of communities and their related collections process in accordance with the association's bylaws and established Standard Operating Procedures (SOPs). As an experienced professional in Accounts Receivable/Collections, you will be responsible for performing a comprehensive review of aging reports relating...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    **Job Summary**We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.Key Responsibilities:Administer trust...


  • Fort Myers, Florida, United States The Weitz Company Contrack Watts, Inc. Full time

    About the JobWe are seeking a highly experienced and skilled Senior Construction Operations Manager to lead our construction operations in Fort Myers, FL. The successful candidate will be responsible for overseeing profitable field operations, establishing a safety culture on the jobsite, and collaborating with the Project Manager to manage schedule, budget,...


  • Fort Myers, Florida, United States McCormack Partners Ltd Full time

    Job Summary">We are seeking an experienced Senior Roofing Operations Manager to join our team in Fort Myers, FL. This is a full-time position with a competitive hourly rate of $30.">About the Company">Mccormack Partners Ltd is a 3rd-generation family business established in 1972, with over 450 employees and a strong presence in the commercial and industrial...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Job Description:Job Title: Private Wealth AdvisorJob Summary: We are seeking an experienced and skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a Private Wealth Advisor, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    Company OverviewFineMark National Bank & Trust is a leading financial institution dedicated to providing exceptional banking and wealth management services.Salary: $120,000 - $180,000 per year, depending on experience.Job DescriptionWe are seeking an experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for...


  • Fort Myers, Florida, United States Finemark National Bank Full time

    About the Role: As a Private Wealth Advisor at Finemark National Bank & Trust, you will play a crucial role in managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.Key Responsibilities:Portfolio Management: Analyze clients' financial situations, develop tailored...


  • Fort Myers, Florida, United States TEKsystems Full time

    Job DescriptionAt TEKsystems, we're seeking a skilled Senior Construction Project Manager to oversee our construction operations and ensure seamless project execution.About the Role:Develop and implement project plans to meet or exceed customer expectations.Lead a team of construction professionals to deliver high-quality results on time and within...