VP, Portfolio Manager (Wealth Management)

Location: Fort Myers, Florida, United States; on-site

Company

Independent trust company providing investment management, trust, and estate services to individuals and families across Southwest Florida and beyond.

What you will do

• Construct and manage client portfolios according to investment policy statements and firm strategy.
• Execute trades and portfolio rebalancing to maintain target asset allocations.
• Monitor portfolio performance, risk exposure, and market conditions.
• Research and conduct due diligence on investment strategies, managers, and asset classes.
• Partner with advisors and fiduciary professionals on client reviews and investment discussions.
• Identify risks and opportunities, maintain accurate documentation, support investment committee discussions, and ensure compliance with regulatory and internal stahirify.globalrds.

Requirements

• At least seven years of portfolio management experience within wealth management, asset management, or a fiduciary-focused financial services firm.
• Demonstrated independent management of client portfolios.
• Strong understanding of asset allocation, portfolio construction, and investment risk management.
• Experience executing trades and overseeing portfolio rebalancing.
• Advanced analytical skills and strong attention to detail.
• Excellent written and verbal communication skills.

Nice to have

• Bachelor’s degree in finance, economics, business, or a related field.
• CFA designation or progress toward CFA certification.
• Experience in a trust company or fiduciary-focused wealth management firm.
• Experience participating in investment committee discussions.

Culture & Benefits

• Professional, respectful, inclusive, and community-minded workplace focused on client service and integrity.
• 90% employer-paid medical coverage; dental and vision plans are available at employee cost.
• Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan.
• Generous paid time off, paid holidays, and a hybrid policy allowing three days per month, although this role is listed as on-site.
• Mental health resources, wellness initiatives, annual team events, and community involvement opportunities.