Senior Portfolio Manager

Cypress Bank & Trust; Vero Beach (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

Cypress Bank & Trust in Florida is seeking a Senior Investment Officer/Portfolio Manager to lead investment strategies and fiduciary accounts, collaborating with the Administrative Officer and support staff to deliver tailored solutions for high-net-worth clients. You will analyze markets, determine risk/reward parameters, and work with clients to document and execute objectives.

Ideal candidates have a college degree (CF A/ CFA/ MBA a plus), Series 65 license, and proficiency with Microsoft

Qualifications

• College degree and professional licenses required or preferred.
• Series 65 is required but can be obtained after joining.
• CFA/CFP or MBA are a plus.

Responsibilities

• Lead investment relationship team to service client accounts with high-touch service.
• Research economic trends and determine risk/return parameters for portfolios.
• Review and recommend investment strategies to meet client objectives.
• Collaborate with Administrative Officer and staff to support client service.
• Participate in business development and client meetings.
• Ensure compliance with SEC and state regulations.

Education

College degree or equivalent, preferably in Business Administration, Finance or Marketing

Series 65 required but, can be obtained after employment

Chartered Financial Analyst, Certified Financial Planner, MBA a plus

Tools

Microsoft Office Suite

Trust and Custodian Accounting Software

Investors View

Advantage

SharePoint

Microsoft Teams

SCI

Weblink

Job description

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.

Named Florida's #1 Best Company to Work For

“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.

Room to Grow

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

Work-Life Balance

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

Empowerment

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

A Culture of Connection and Growth

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.

TESTIMONIAL

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.

Ken Thompson, Senior Trust Executive, Senior Vice President

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.

Ken Thompson, Senior Trust Executive, Senior Vice President

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 Id: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 client’s 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 a Senior 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.

We are looking

Duties and Responsibilities:

• Assumes lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch team service to clients. Client asset management, including development, monitoring, and maintenance of investor profile, asset allocation and investment portfolios, including trading documentation, and client files.
• Participate in providing superior client service through periodic client meetings, communications, responsiveness, and accuracy of information being supplied to the client including performance reviews, confirm objectives and document any changes to their investment objectives.
• Initiates and participates in business development activities including meeting with current/prospective clients to present proposals and deliver the investment offering. Attend company sponsor events and being a company representative at other outside events.
• Completes Reg-9 investment reviews and participates in the preparation of administrative reviews.
• Actively serves as voting member of the Investment Committee. Researches and analyzes economic, market, industry and company trends.
• Complies with Company policies and procedures as well as SEC and State of Florida rules and regulations.
• General understanding of the various fiduciary account characteristics.

Participates on various committees as assigned.

Performs other related duties as assigned by management.

• Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.
• Adheres to Bank’s policies and procedures and all Federal and State laws and regulations.

Must-haves:

• College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.

Certificates, licenses and registrations required:

Series 65 required but, can be obtained after employment.

Chartered Financial Analyst, Certified Financial Planner, MBA a plus.

• Proficient in Microsoft Office Suite

Computer skills required: Trust and Custodian Accounting Software. Continued technology education to improve I.Q.

Would be great to have:

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

Why Work Here?

• Financially strong and growing company
• Personal growth potential
• Great company culture
• Generous PTO schedule in addition to bank holidays
• Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)

Cypress Bank & Trust complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

We are Adaptive

We are Attentive

We are Relational

We are Transparent

We are Relational

We are Adaptive

We are Attentive

Our Guiding Values

Community

Cypress will always prioritize building connections and fostering community growth.

Our commitment to client-centricity ensures your financial well-being is our top priority.

Accountability

At Cypress, accountability is not just a buzzword; it’s our guiding principle.

Clarity

Transparency and clarity go hand in hand at Cypress.

Integrity

Integrity is the cornerstone of every decision we make.

Dedication

With unwavering dedication, we strive to exceed your expectations every day.

Building Careers and Community

At Cypress Bank & Trust, we’re deeply rooted in the communities we serve. We believe in giving back and making a positive impact alongside our clients and colleagues.

VOLUNTEER INITIATIVES
Our team actively participates in community service, with dedicated volunteer hours supporting local causes.

PARTNERSHIPS WITH NON-PROFITS
We proudly partner with organizations that align with our mission and values.

EMPLOYEE INVOLVEMENT
We encourage our employees to engage in community initiatives, empowering you to make an impact both inside and outside the office.

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