Senior Portfolio Manager

3 weeks ago


Tampa FL USA, United States Staffing in Motion Full time
Job Title: Senior Portfolio Manager

About the Role:
This position is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.

Key Responsibilities:
As a Senior Portfolio Manager, you will be responsible for managing a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of $500,000 (per household). You will be the central point of contact for your assigned client base, educating each of our clients on the firm's investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals.

Compensation:
Due to pay transparency laws, we are disclosing the full salary range for the position. This includes the highest paid employee at the firm $85,000-$120,000 + discretionary bonuses. However, realistically new hires should expect to start on the lower end of the compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000).

Benefits:
We offer 100% coverage on all health/medical, dental and vision care for you and any dependents and 401k matching.

  • Tampa, FL , USA, United States Fifth Third Bancorp Full time

    Investment Leadership OpportunityFifth Third Bank is seeking a seasoned investment professional to lead our portfolio management efforts. As a Senior Portfolio Manager, you will be responsible for developing and executing investment programs designed to achieve the objectives of large and complex client accounts.Key Responsibilities:Develop and implement...


  • Tampa, FL , USA, United States City National Bank Full time

    Job Title: Senior Portfolio Risk OfficerAt City National Bank, we are seeking a highly skilled Senior Portfolio Risk Officer to join our team. As a key member of our Wholesale Risk team, you will be responsible for ensuring the overall quality of our portfolio is maintained.Key Responsibilities:Manage the ongoing risk assessment and monitoring of our...


  • Clearwater, FL, USA, United States Bank OZK Full time

    Job SummaryBank OZK seeks a highly skilled and experienced Senior Portfolio Manager to join our Trust Services team. The ideal candidate will have a strong background in investment management, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesManage client portfolios, including asset...


  • Tampa, FL , USA, United States Turner & Townsend Full time

    Job Description:Turner & Townsend is seeking an experienced Program Management Office (PMO) Senior Consultant or Associate Director within our Program and Portfolio Management service line.The role will be focused within our Real Estate sector – the ideal candidate will have experience across multi sectors and have transferrable skills.Core...

  • Portfolio Manager

    4 weeks ago


    Tampa, FL , USA, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented Portfolio Counselor to join our Private Client Group (PCG).The...


  • Clearwater, FL, United States Bank OZK Full time

    Job SummaryAs a Senior Portfolio Manager at Bank OZK, you will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products. This role requires a deep understanding of investment strategies and the ability to effectively communicate with clients and internal partners.Key...


  • Tampa, FL , USA, United States Staffing in Motion Full time

    Job DescriptionThis role is with a leading Portfolio Management firm with a significant presence in the industry. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.Key ResponsibilitiesManage a book of 150-200 high net worth clients with assets...


  • Crapo, MD , USA, United States DSD Laboratories Full time

    Job SummaryWe are seeking a highly skilled professional to lead and manage portfolio management and system integration efforts for the Air Force's largest Information Technology (IT) Portfolio.Key ResponsibilitiesAdvise and assist in the development and oversight of portfolio IT transformation prioritiesSupport portfolio studies, identify and develop...


  • Orange, CA , USA, United States Fairgrove Property Management Full time

    Job Title: Senior Portfolio ManagerJob Summary:Fairgrove Property Management is seeking a highly skilled Senior Portfolio Manager to oversee the day-to-day operations of a diverse portfolio consisting of 200-400 units and single-family homes. As a key member of our team, you will be responsible for ensuring optimal property performance, maintaining positive...


  • Tampa, FL , USA, United States Fifth Third Full time

    Unlock Your Potential in Commercial BankingFifth Third Bank is seeking a skilled Commercial Portfolio Manager to join our team. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks, making recommendations on credit structures, pricing, and more.Key Responsibilities:Manage a portfolio of...


  • Tampa, FL , USA, United States Moffitt Cancer Center Full time

    About Moffitt Cancer CenterMoffitt Cancer Center is a leading cancer hospital in the Southeast, recognized for its commitment to excellence in patient care, research, and education. As a National Cancer Institute-designated Comprehensive Cancer Center, we strive to be at the forefront of cancer treatment and prevention.Job SummaryWe are seeking a highly...

  • Portfolio Manager

    3 weeks ago


    Tampa, FL , USA, United States Suncoast Credit Union Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager to oversee our commercial and small business loan portfolio. The ideal candidate will have a strong background in credit underwriting, accounting, and loan documentation, with excellent interpersonal and social skills to interact with loan officers, administrative staff, and customers.Key...


  • Springfield, MO , USA, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our clients achieve financial safety and success. As a Senior Portfolio Manager, you'll play a key role in managing assigned client portfolios, including establishing investment objectives, asset allocation, and selecting specific securities. Your expertise will be essential in providing...


  • Tampa, FL , USA, United States NYL-Jian Guan Full time

    Insurance Agent OpportunityWe are seeking an experienced Insurance Agent to join our team at NYL-Jian Guan. As a key member of our sales team, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.Key...


  • Clearwater, FL, USA, United States PoolCorp Full time

    About POOLCORPPOOLCORP is a leading business-to-business distributor of swimming pool and landscape supplies, equipment, and related outdoor living products. With a presence in over 440 wholesale Sales Centers worldwide, we employ nearly 6,000 employees who serve the needs of customers by offering a wide array of products and value-added support.Our...


  • Tampa, Florida, United States Seminole Electric Full time

    Job SummaryDirects the overall enterprise portfolio management team, collaborating with project managers and key stakeholders to deliver on project justification and approval, development, execution, and closeout of a portfolio of projects associated with the generation, transmission, operations, and business technology capital additions and improvements...


  • Tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...


  • tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...


  • tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...


  • Miami, FL , USA, United States Algo Capital Group Full time

    Portfolio Manager OpportunityAlgo Capital Group is seeking an experienced Portfolio Manager to lead our systematic trading efforts. The ideal candidate will have a proven track record in managing quantitative portfolios and a strong analytical background in mathematics and statistics.Key Responsibilities:Develop and implement innovative trading signals and...