Bank of America
Portfolio Manager III
Naples · Manager · Full-time · Posted Sep 10, 2026
- Experience
- Minimum of 10 years.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Desired: Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience; graduate degree such as MBA or JD.
About the job
Manages discretionary portfolios and develops customized investment strategies for high-net-worth clients, while supporting client retention, business development, and team development.
What you'll do
- Develops investment strategies tailored to clients’ goals and manages portfolios, including allocation, construction, selection, trading, risk, compliance, and reviews.
- Reviews performance and market conditions with clients, maintains client relationships, and collaborates on integrated investment solutions.
- Supports client retention and business development and mentors associates.
What they ask for
- At least 10 years of investment decision-making and financial consulting experience with high-net-worth and ultra-high-net-worth clients.
- Increasing-responsibility positions at an established financial services firm, likely in wealth management, private banking, or trust.
- Extensive related work experience and knowledge of fiduciary and financial products and services.
- Broad investment, tax, legal, and operations knowledge; familiarity with fiduciary standards, laws, and regulations; leadership and client relationship skills.
Nice to have
- Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience; graduate degree such as MBA or JD.
- Credentials such as CPA, CFP and/or CFA designation.
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