Senior Portfolio Manager
4 weeks ago
As a Senior Portfolio Manager at FineMark National Bank & Trust, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration. You will develop investment strategies and manage client portfolios in accordance with established goals and objectives, as well as internal and regulatory guidelines.
Key Responsibilities- Portfolio Management: Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures, and all applicable federal and state laws and regulations.
- Relationship Management: Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
- Business Development: Actively participate and engage in business development activities, prospecting new clients, securing additional assets from existing clients, and uncovering other opportunities to maximize relationships.
- 10+ years of successfully managing investment portfolios for a wealth management company.
- Bachelor's degree in business administration or finance (a plus).
- Experience with the asset allocation process.
- Working knowledge of portfolio theory with some understanding of fiduciary law.
- Advanced understanding of investing.
- Proficiency in Microsoft Office: Outlook, Word, and Excel.
- Exceptional relationship management skills.
- Excellent written/oral communication and interpersonal skills.
- Ability to perform as a team player and act independently.
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Senior Portfolio Manager
3 weeks ago
Fort Myers, Florida, United States Lake Michigan Credit Union Full timeJob Summary:As a Senior Portfolio Manager at Lake Michigan Credit Union, you will be responsible for managing a portfolio of commercial loans and providing exceptional customer service to our members. This role requires strong analytical and communication skills, as well as the ability to work effectively in a team environment.Key Responsibilities:• Manage...
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Wealth Management Portfolio Strategist
3 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeAt FineMark National Bank & Trust, we're seeking a skilled Wealth Management Portfolio Strategist to join our team. This role offers a competitive salary range of $120,000 - $180,000 per year, depending on experience and location.As a Wealth Management Portfolio Strategist, you'll have the opportunity to work with clients to develop and implement...
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Community Association Portfolio Manager
4 weeks ago
Fort Myers, Florida, United States Sentry Management Full timeJob Title: Community Association Portfolio ManagerSentry Management is a leading provider of community association management services. We are seeking an experienced Community Association Portfolio Manager to join our team in Ft. Myers, FL.Job Summary:The Community Association Portfolio Manager is responsible for the overall supervision of the associations...
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Senior Property Manager
4 weeks ago
Fort Myers, Florida, United States Management Full timeJob SummaryWe are seeking a highly experienced Senior Property Manager to oversee and manage a portfolio of properties, ensuring they are well-maintained and in compliance with local, state, federal, health, safety, and housing laws.The ideal candidate will have a strong background in property management, with a minimum of 7+ years of experience in managing...
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Strategic Portfolio Manager
3 weeks ago
Fort Myers, Florida, United States Php Management Full timeJob Opportunity:At Php Management, we are seeking a visionary Portfolio Manager to join our team. As a key member of our organization, you will play a crucial role in shaping the future of condominium community management.Responsibilities:Oversee day-to-day operations for assigned associations, ensuring seamless efficiency and effectiveness.Provide strategic...
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Portfolio Community Association Manager
4 weeks ago
Fort Myers, Florida, United States Access Management Full timeJob Summary We are seeking an experienced Florida Licensed Community Association Manager for a portfolio manager role in our Sarasota market. The Community Association Manager is responsible for providing the overall supervision of the Community Associations, including property inspections, vendor management, budgeting, and interacting with internal and...
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Senior Director of Development
3 weeks ago
Fort Myers, Florida, United States Lee Health Full timeJob Summary:Lee Health seeks a Senior Director of Development to lead the identification, qualification, and stewardship of major donors. The successful candidate will manage a portfolio of prospects and donors, developing and executing solicitation strategies to secure gifts of $25,000 or more for strategic philanthropic priorities.Key...
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Strategic Portfolio Leader
4 weeks ago
Fort Myers, Florida, United States PHP Management Services LLC Full timeJob SummaryAs a seasoned Portfolio Manager, you will be responsible for overseeing the day-to-day operations of assigned condominium associations, ensuring seamless efficiency and effectiveness. Your strategic insights and creative approach will redefine the standard for excellence in property management.Key Responsibilities:Manage day-to-day operations for...
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Service Estimator
4 weeks ago
Fort Myers, Florida, United States CROWN CAPITAL MGMT LLC Full timeJob Title: Service Estimator - Roofing Portfolio SpecialistJob Type: Full-Time | ExemptPay: Weekly pay + Performance-based bonusesAt CROWN CAPITAL MGMT LLC, we are seeking a skilled Service Estimator to develop strong relationships with property managers, building owners, homeowners, and HOAs. As a key member of our team, you will be responsible for creating...
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Portfolio Association Manager
4 weeks ago
Fort Myers, Florida, United States Associa Full timeJob OverviewAssocia is seeking a skilled Community Association Manager to join our team in Fort Myers, FL. As a Community Association Manager, you will work closely with our clients and vendors, and partner with other Associa departments. To be successful in this role, you will need excellent customer service skills and the ability to work on multiple...
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Senior Project Manager
4 weeks ago
Fort Myers, Florida, United States Wharton-Smith, Inc. Full timeJob Title: Senior Project SuperintendentWharton-Smith, Inc is seeking an experienced Senior Project Superintendent with a background in Water/Wastewater projects for the Ft. Myers, FL area.Key Responsibilities:Maintain quality and safety standardsSupervise field personnel and manage project resourcesCoordinate permit and regulatory inspectionsManage project...
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Senior Project Manager
4 weeks ago
Fort Myers, Florida, United States CyberCoders Full timeSenior Project Manager**Job Summary:**We are seeking an experienced Senior Project Manager to lead our ground-up commercial and industrial projects. The ideal candidate will have a strong background in construction management, with a proven track record of delivering projects on time and within budget.**Key Responsibilities:*** Oversee all phases of the...
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Senior Project Manager
4 weeks ago
Fort Myers, Florida, United States baker construction Full timeSenior Project ManagerBaker Construction is seeking a highly skilled and experienced Senior Project Manager to join our team. As a key member of our operations team, you will be responsible for overseeing multiple projects, ensuring timely completion, and delivering exceptional results.Key Responsibilities:Contribute to pre-construction processes, ensuring...
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Senior Architect Project Manager
3 weeks ago
Fort Myers, Florida, United States RG Architects, P.A Full timeJob Title: Senior Architect Project ManagerJob Description:RG Architects, P.A is seeking a Senior Architect Project Manager to join our team. As a Senior Architect Project Manager, you will be responsible for leading architectural projects from conception to completion.Responsibilities:Lead architectural projectsDevelop project plans and timelinesManage...
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Senior General Manager
3 weeks ago
Fort Myers, Florida, United States IPIC Theaters Full timeThe Senior General Manager is responsible for consistently delivering results that contribute to the mission and overall success of the unit, by accomplishing performance objectives focused on business reviews, guest and team member satisfaction and effectiveness and efficiencies.The Senior General Manager will manage the unit to achieve maximum...
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Portfolio Community Association Manager
3 weeks ago
Fort Lauderdale, Florida, United States Pines Property Management, Inc. Full timeJob DescriptionAs a Portfolio Community Association Manager with Pines Property Management, Inc., you will oversee all aspects of HOA and building/facility management for a portfolio of community associations. This role involves enforcing governing rules and documents, conducting regular inspections, and ensuring compliance with federal, state, county, or...
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Senior Construction Manager
3 weeks ago
Fort Myers, Florida, United States Michael Page Full timeJob SummaryThe Senior Construction Manager will be responsible for creating a safe and efficient work environment on site, working closely with the Project Manager to manage the project schedule, cost, and subcontractors to deliver projects on-time and under budget.About the RoleThis is an exciting opportunity to join Michael Page as a Senior Construction...
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Senior Coastal Engineer
3 weeks ago
Fort Myers, Florida, United States GHD Group Full timeAbout this roleWe are seeking a Senior Coastal Engineer to join our Maritime & Coastal (M&C) group in Florida. As a technical leader, you will oversee engineering design, permitting, bid package preparation, and construction oversight for a diverse portfolio of projects throughout the United States.Key responsibilitiesLead the engineering design and...
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Association Manager Portfolio Specialist
4 weeks ago
Fort Myers, Florida, United States Alliant Property Management Full timeJob DescriptionAs a member of our team, you will enjoy working within our "Team Approach to Association Management". This unique approach provides you the opportunity to effectively communicate with the Board of Directors, vendors, and staff members and dedicate your time to managing your property. Our full-service accounting department works on the...
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Senior Tax Manager
3 weeks ago
Fort Myers, Florida, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Manager to join our team at EisnerAmper. As a Senior Tax Manager, you will be responsible for providing expert tax advice to our clients, conducting research and analysis on various federal income tax issues, and assisting with M&A tax structuring and internal restructuring.Key ResponsibilitiesResearch...