Portfolio Manager III

United States Digital Space LLC; Naples (FL); On-site; USD 180,000 - 260,000; Full time

Job summary

United States Digital Space LLC in Naples, FL is seeking an experienced investment professional to craft customized strategies for high-net-worth clients and oversee discretionary portfolios. The role emphasizes fiduciary responsibility, client care, and collaborative leadership.

The candidate will manage asset allocation, monitor market conditions, and mentor junior staff while expanding client relationships and driving business growth.

Qualifications

• Required: 10+ years investment decision making & financial consulting with high-net-worth clients.
• Experience in wealth management/private banking/trust with fiduciary standards and regulatory knowledge.
• Superior client service and relationship management skills.

Responsibilities

• Develop and implement customized investment strategies tailored to client goals.
• Manage all aspects of discretionary portfolios including asset allocation, construction, and risk management.
• Mentor associates and drive client retention and business development.

Skills

Advisory

Investments

Client focus

Investment management

Presentation skills

Active listening

Analytical thinking

Attention to detail

Data quality

Trading

Written communications

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or JD

CPA/CFP/CFA designation

Tools

None

Job description

Job Description:

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

the company is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities:

• Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Required Qualifications:

• Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and services through extensive related work experience Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school Skills and experience in negotiating, delegating and leadership Superior client service and relationship management skills

Desired Qualifications:

• Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience Graduate Degree such as MBA or JD Holds appropriate credentials such as CPA, CFP and/or CFA designation The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

• Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:1st shift (United States of America)

Hours Per Week:40