Portfolio Manager
5 hours ago
Are 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 Opportunity
As a Portfolio Counselor, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional service and support to help them achieve their financial goals. You will work closely with our sales professionals to onboard new clients, educate them on our investment philosophy, and align our portfolio strategy with their objectives.
Key Responsibilities
- Partner with sales professionals to onboard new clients and help bring in new assets through client referrals
- Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients' goals and oversee the onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service and introduce clients to their long-term relationship manager
Requirements
- 3+ years of experience working in financial services
- Hold a Series 65 license or obtain one upon hire
- Understanding of capital markets and investment products
- Ability to manage complexity in a high-volume environment
What We Offer
Fisher Investments is committed to providing a supportive and inclusive work environment, with opportunities for growth and development. Our benefits package includes:
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance
- $10,000 fertility, hormonal health, and family-forming benefit
Fisher Investments is an equal opportunity employer.
-
Senior Credit Portfolio Manager
4 weeks ago
Tampa, FL , USA, United States SNI Financial Full timeJob Title: Senior Credit Portfolio ManagerWe are seeking a highly skilled Senior Credit Portfolio Manager to join our team at SNI Financial. As a key member of our Credit Services Unit, you will be responsible for overseeing the credit portfolio management team and ensuring the timely and accurate credit recommendations for Commercial and CRE loan portfolio...
-
Portfolio Development Manager
3 weeks ago
Tampa, FL , USA, United States Diagnostica Stago Full timeJob Title: Portfolio Partnership ExecutiveWe are seeking a highly skilled and experienced Portfolio Partnership Executive to join our team at Diagnostica Stago. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our clients in the laboratory coagulation sector.Key Responsibilities:Customer...
-
Portfolio Development Manager
4 weeks ago
Tampa, FL , USA, United States Diagnostica Stago Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Portfolio Partnership Executive. This role will be responsible for cultivating and managing relationships with existing clients in the laboratory coagulation sector.Key ResponsibilitiesCustomer Relationship Management: Develop and maintain strong relationships with...
-
Portfolio Manager
15 hours ago
Tampa, Florida, United States Staffing In Motion Full timePortfolio Manager Job DescriptionThis role 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.This is a relationship manager role where you are given a...
-
Associate Portfolio Manager
2 weeks ago
Miami, FL , USA, United States Ascendo Resources Full timeAssociate Portfolio ManagerWe are seeking a highly skilled Associate Portfolio Manager to support our Portfolio Managers in all Investment and Administrative processes. As a key member of our team, you will be responsible for providing exceptional client service, preparing investment plans, and monitoring trade executions.Key Responsibilities:Client Service:...
-
Portfolio Manager
2 weeks ago
Tampa, Florida, United States Staffing In Motion Full timePortfolio Manager RoleThis is a key position within our Portfolio Management firm, where you will be responsible for managing a book of high net worth clients with assets in excess of $500,000 per household.As a Portfolio Manager, you will be the central point of contact for your assigned client base, educating each client on our investment philosophy and...
-
Portfolio Manager
2 weeks ago
Tampa, Florida, United States Amerant Bank Full timeJob Title: Portfolio OfficerAmerant Bank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key...
-
Portfolio Manager
2 weeks ago
Tampa, Florida, United States Amerant Bank Full timeJob Title: Portfolio OfficerAmerant Bank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key...
-
Portfolio Manager
3 weeks ago
Tampa, Florida, United States Amerantbank Full timeJob SummaryAmerantbank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key ResponsibilitiesCoordinate and...
-
Portfolio Manager
2 weeks ago
Tampa, Florida, United States Amerantbank Full timeJob SummaryAmerantbank is seeking a skilled Portfolio Officer to join our team. As a Portfolio Officer, you will be responsible for providing a sound, independent, and objective assessment and recommendation on large, complex structures and transactions related to Commercial and Industrial (C&I) and Corporate Enterprises.Key ResponsibilitiesCoordinate and...
-
Senior Portfolio Risk Officer
2 hours ago
Tampa, FL , USA, United States City National Bank Full timeJob 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...
-
Portfolio Manager
21 hours ago
Tampa, Florida, United States Staffing In Motion Full timeJob OpportunityWe are seeking a skilled Portfolio Counselor to join our team at Staffing In Motion. As a key member of our financial services team, you will be responsible for managing short-term client relationships and converting warm leads into actual clients.About the RoleIn this role, you will work closely with our Portfolio Management and Financial...
-
Portfolio Manager
6 days ago
Tampa, Florida, United States Suncoast Credit Union Full timeJob Title: Portfolio ManagerJoin Suncoast Credit Union, a top-rated workplace in Tampa Bay, as a Portfolio Manager. As a key member of our commercial lending team, you will oversee the existing commercial and small business loan portfolio, ensuring the credit union's financial stability and growth.Key Responsibilities:Underwrite new loan requests, renewals,...
-
Portfolio Manager
3 weeks ago
Tampa, Florida, United States Suncoast Credit Union Full timeJob Title: Portfolio ManagerAt Suncoast Credit Union, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for overseeing the existing commercial and small business loan portfolio, ensuring that all loan requests are thoroughly underwritten and processed in a timely manner.Key...
-
Portfolio Manager
2 weeks ago
Tampa, Florida, United States Paragon Cyber Solutions Full timeJob DescriptionParagon Cyber Solutions, a leading provider of cybersecurity solutions, is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing client accounts, maintaining and developing client relationships, and driving business development efforts.The ideal candidate will have a proven...
-
Portfolio Manager
3 months ago
Tampa, United States Paragon Cyber Solutions Full timeParagon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations. We have an immediate opening for a proactive and results driven Portfolio...
-
Portfolio Manager
5 hours ago
Tampa, Florida, United States Fisher Investments Full timeThe OpportunityFisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional service and support to help them achieve their financial goals.As a Portfolio Counselor, you will be responsible...
-
Global Macro Portfolio Manager
4 weeks ago
Miami, FL, USA, United States Selby Jennings Full timePortfolio Manager - Global Macro InvestingSelby Jennings is partnering with a leading Hedge Fund to find a seasoned Portfolio Manager to lead their global macro investing efforts. This role offers a unique opportunity to develop and execute investment strategies that capitalize on macroeconomic trends and interest rate volatility.Key...
-
Portfolio Development Executive
1 month ago
Tampa, FL , USA, United States Diagnostica Stago Full timeJob Description**Job Summary:**We are seeking a highly skilled Portfolio Development Executive to join our team at Diagnostica Stago. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our clients in the laboratory coagulation sector.Key Responsibilities:Customer Relationship Management:...
-
Commercial Portfolio Manager
18 hours ago
Tampa, Florida, United States Fifth Third Bank Full timeJob Title: Commercial Portfolio ManagerAbout the Role:Fifth Third Bank is seeking a highly 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 other key decisions.Key...