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Investment Portfolio Manager Impact Client Service
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-06-04
Listing for:
Cypress Trust Company
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A financial services firm in Vero Beach, FL, is looking for an Investment Officer/Portfolio Manager to lead client service efforts and manage investment strategies. The ideal candidate will have a college degree in Business Administration, Finance, or Marketing, with strong skills in client asset management and economic analysis.
This role offers growth potential within a financially strong and supportive company culture, along with generous PTO and health benefits.
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