Regional Portfolio Manager
On-siteFort Lauderdale, Florida, United States or Florida, United States
Job Summary
Manage fiduciary and investment needs for Seacoast Wealth Management clients by collaborating with advisors to determine objectives, develop asset allocation plans, and implement portfolios within regulatory requirements. Serve as the primary contact for investment communications, preparing proposals for prospective clients and presentation materials for review meetings. Actively participate in the Investment Committee to assist with research, data requests, and external distribution content while maintaining continuing education on market trends. Provide division-level reporting to leadership and coordinate regulatory reporting with Trust Officers and Wealth Advisors. Lead projects as needed while adhering to Seacoast Bank's Code of Conduct and legal standards.
Required Qualifications
- High School Diploma or equivalent
- Bachelor Degree preferably in Finance or related field
- 10+ years of industry experience
- minimum of 5 years' experience managing investment portfolios
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices
- Microsoft Office Suite software
- Adhere to the highest legal and ethical standards applicable to our industry
- familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements
- on time, successful completion of annual required training post-hire
- effective execution of role responsibilities
Desired Qualifications
- CFA Society membership
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