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Senior Vice President / Senior Portfolio Manager

Employer
The Sanibel Captiva Trust Company
Location
Tampa, Florida
Salary
Competitive compensation and benefits package
Closing date
May 19, 2024

Job Details

The Sanibel Captiva Trust Company (SCTC) is a privately-owned independent Trust Company with primary office locations in Tampa, Sanibel, and Naples, Florida. SCTC adheres to a consistent philosophy and investment approach that has served its clients well for many years. Clients' portfolios are separately managed and individually tailored to each client's investment objectives and constraints. Further company information can be found at: http://www.sancaptrustco.com.

The Senior 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.

Summary of 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.

Qualifications:

  • The ideal candidate will have at least 10 years of experience building and managing portfolios for high net worth individuals.
  • Strong history of fostering client relationships and communicating regularly with clients about their investment portfolios.
  • Background of making asset allocation decisions based on broader economic considerations, and objectives/constraints of the client.
  • Experience making public presentations and interacting with the financial media.
  • Strong public speaking and interpersonal skills.
  • Knowledge of estate planning and managing trust accounts.
  • Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and/or MBA desired

Contact: Ian Breusch, Chief Investment Officer – ibreusch@naplestrustcompany.com

Company

The Sanibel Captiva Trust Company is an independent Trust Company whose wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients' portfolios are separately managed and individually tailored to each client's risk tolerance, total return goals and cash flow requirements.

Company info
Telephone
2394515151
Location
1772 Serenity Lane
FL
Sanibel
FL
33957
US

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