Senior Portfolio Manager

We believe in the power of relationships. With our clients and team members, we foster genuine connections that fuel success and create a supportive, collaborative environment. Your unique talents are valued, and your aspirations are supported as we work together to shape the financial future of our clients and community.

“At Cypress Bank & Trust, employee experience isn’t just a department—it’s our philosophy. We don’t define our culture through HR; we define it through how we care for our internal clients—our team. We hold ourselves to the same thoughtful standards internally as we do with our external clients, because we believe that when our people thrive, our business does too.”

Jeri Castrillon
Vice President & Director of Employee Experience

We believe in teamwork, where every voice is heard and every contribution counts.

Whether you’re just starting out or looking to advance, we provide the resources and opportunities you need to achieve your career goals.

Your personal life matters. We offer flexibility and support to help you maintain a healthy balance.

We give you the tools and encouragement to succeed in your career, knowing that your growth contributes to our collective success.

At Cypress, we foster a vibrant and supportive environment where teamwork and personal growth go hand in hand. Our culture is built on meaningful connections, innovation, and a shared commitment to well-being.

PERSONAL CONNECTIONS
We get to know our clients and team members on a personal level, fostering a culture of belonging and respect.

ENGAGING ENVIRONMENT
We embrace innovation and encourage you to share your ideas, creating a dynamic workplace where you can thrive and make an impact.

EMPLOYEE WELL-BEING
We offer competitive benefits, professional development opportunities, and a focus on work-life balance to support your overall well-being.

FUN & FULFILLING
At Cypress, we believe work should be enjoyable. We combine hard work with a positive, fun atmosphere that makes every day rewarding.

Professionally, I have grown tremendously since joining in Cypress. I’m proud to be part of an organization that cares about my professional & personal growth, and strives in giving back to the community in which it serves.

I joined Cypress because it was a breath of fresh air. A company focused on the client. It was an opportunity to join a firm and take advantage of the dislocation happening in the “megabank” world.

Professionally, I have grown tremendously since joining in Cypress. I’m proud to be part of an organization that cares about my professional & personal growth, and strives in giving back to the community in which it serves.

I joined Cypress because it was a breath of fresh air. A company focused on the client. It was an opportunity to join a firm and take advantage of the dislocation happening in the “megabank” world.

Location: Vero Beach, FL

Job :195

# of Openings:1

Join Florida Trend's #1 Medium-Sized Best Company to Work For. At Cypress Bank & Trust, The Cypress Way guides everything we do, from how we serve our clients to how we support one another. As a growing boutique bank serving high-net-worth individuals, families, and businesses, we offer a collaborative culture, opportunities for professional growth, and the chance to make a meaningful impact.

If you're looking to build your career with a team that values integrity, independent thinking, and excellence, we'd love to meet you.

Summary:

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…