Reports to: Chief Investment Officer

Department: Investment Services

Employment Type: Full-time / Onsite

Location: Lee County (Sanibel, Fort Myers, Bonita Springs)

WHO WE ARE

Our client, the Florida Trust, is not your typical financial institution. They’re an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients—and each other.

WHAT YOU’LL DO

The Portfolio Manager coordinates the investment delivery for clients. Asset allocation,

investment selection and fulfillment decisions are made in conjunction with a client’s unique

goals and constraints.

Day-to-Day Responsibilities:

• Monitor global macroeconomic and capital market developments and have an ability to

explain complex information to clients and colleagues.

• Conduct investment research on individual stocks, bonds, and other investments

(mutual funds and exchange traded funds).

• Build and manage portfolios for clients based on their unique goals and constraints,

within the confines of our investment philosophy and approach.

• Work closely with colleagues to enhance new business and cultivate existing

relationships.

• Participate in public presentations on a regular basis.

• Satisfy ongoing compliance requirements across all accounts and relationships.

• Maintain a working knowledge and understanding of trust accounting principles.

• Maintain technical ability across necessary software programs including trading, trust

accounting and management software, as well as word processing and spreadsheet

programs.

• Maintain relationships with clients via regular periodic communication and personal

social engagement.

• Attend corporate events, social gatherings, and other events necessary for cultivating

prospective client relationships.

• Consider financial planning needs and coordinate necessary team members for

assistance.

WHAT WE’RE LOOKING FOR

Must-Haves:

• Minimum 5 years of experience managing portfolios for high-net-worth clients

• Understanding of concepts, principles, and practices of fiduciary law

• Strong public speaking and interpersonal skills

• Bachelor’s degree

• CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred

WHY YOU’LL LOVE WORKING HERE

Working here feels like being part of something meaningful. We believe in professionalism

without pretense, and we treat our team like the valuable people they are—not just job titles.

You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work

and the people they serve.

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at

employee cost.

• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock

Ownership Plan (ESOP).

• Work-Life Balance: Generous PTO, paid holidays, hybrid policy, and a supportive team culture.

• Wellbeing: Access to mental health resources and wellness initiatives.

• Culture: We host annual team events, community involvement opportunities, and foster a

respectful, inclusive workplace.