Portfolio Manager

Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full‑service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our clients’ holistic, financial needs, including providing personalized, tailored solutions.

At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.

We are looking for an Investment Officer/Portfolio Manager who is responsible for collaborating with the Administrative Officer and support personnel in a team approach to client service; researching and analyzing economic, market, industry and company trends; following and making recommendations on risk/reward parameters for assigned stocks; implementing and monitoring investment strategy to meet objectives of personally assigned investment management and fiduciary accounts;

working closely with clients to determine, document and execute their investment objectives; leading and assisting with business development and retention.

• Assume lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high‑touch team service to clients. Manage client assets, including development, monitoring, and maintenance of investor profiles, asset allocation, and investment portfolios; handle trading documentation and client files.
• Provide superior client service through periodic client meetings, communications, responsiveness, and accurate information, including performance reviews; confirm objectives and document any changes to their investment objectives.
• Initiate and participate in business‑development activities, including meetings with current and prospective clients to present proposals and deliver the investment offering. Attend company sponsor events and represent the company at external events.
• Complete Reg‑9 investment reviews and participate in the preparation of administrative reviews.
• Serve as a voting member of the Investment Committee; research and analyze economic, market, industry, and company trends.
• Comply with company policies and procedures as well as SEC and State of Florida rules and regulations.
• Maintain a general understanding of the various fiduciary account characteristics.
• Fulfill responsibilities under the Bank Secrecy Act and Anti‑Money Laundering regulations, including identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.
• Adhere to the bank’s policies and procedures and all federal and state laws and regulations.
• Participate on various committees as assigned and perform other related duties as assigned by management.

• College degree or equivalent, preferably in Business Administration, Finance or Marketing.
• Active book of prospects.

• Series 65, required but may be obtained after employment.
• Chartered Financial Analyst, Certified Financial Planner, MBA a plus.
• Proficient in Microsoft Office Suite.
• Computer skills:
  Trust and Custodian Accounting Software; commitment to continued technology education.

• Exposure to Investors View, Advantage, SharePoint, Microsoft Teams, SCI, and Weblink.

• Financially strong and growing company.
• Personal growth potential.
• Great company culture.
• Generous PTO schedule, including bank holidays.
• Health (employer‑paid coverage from the first month after hire).
• Dental.
• Vision.
• Life insurance (company paid).
• Additional voluntary life insurance.
• Short‑term disability.
• Long‑term disability.
• Metlaw.
• Lifelock.
• Employee Assistance Program.
• 401(k).