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National Portfolio Manager Jobs in Boca Raton, FL

U.S. Bank

PWM Partner Portfolio Manager

Palm Beach, FL · On-site

$98K - $115K/yr

... Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed ... We consider all qualified applicants without regard to race, religion, color, sex, national origin ...

US Bank

PWM Partner Portfolio Manager

Palm Beach, FL · Hybrid

$98K - $115K/yr

... Portfolio Manager. Incumbents need to possess a proven track record of sales support to be viewed ... We consider all qualified applicants without regard to race, religion, color, sex, national origin ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

... National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and ... Knowledge of investment and portfolio management theory, accounting and financial principles ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

... National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and ... Knowledge of investment and portfolio management theory, accounting and financial principles ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

... National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and ... Knowledge of investment and portfolio management theory, accounting and financial principles ...

Motorola

Portfolio Data Analyst

Plantation, FL

This role sits within the Strategic Portfolio Management (SPM) team of the Unified Communications ... gender identity, national origin, disability, veteran status or any other legally-protected ...

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All JobsNational Portfolio JobsNational Portfolio Manager JobsNational Portfolio Manager Jobs in Boca Raton, FL

National Portfolio Manager information

See Boca Raton, FL salary details

$35.1K

$95.3K

$177.9K

How much do national portfolio manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for national portfolio manager in Boca Raton, FL is $95,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $123,400.00 per year, depending on experience, location, and employer.

What is a national portfolio manager?

A National Portfolio Manager is a professional responsible for overseeing and managing a portfolio of assets, investments, or accounts across an entire country. Their duties typically include developing strategies to maximize returns, analyzing market trends, and ensuring that the portfolio aligns with organizational goals. They may work in industries such as finance, real estate, or asset management, and often coordinate with regional teams to implement nationwide initiatives. Strong analytical, communication, and leadership skills are essential for success in this role.

How does a national portfolio manager typically collaborate with regional teams to ensure consistent strategy execution across multiple locations?

A National Portfolio Manager works closely with regional managers and local teams to align on overall strategy, set performance targets, and share best practices. Regular communication through meetings, reporting, and site visits is essential to monitor progress and address location-specific challenges. By fostering a collaborative environment, the National Portfolio Manager ensures that the company’s objectives are consistently met nationwide while also adapting to regional market differences. This role often serves as a bridge between executive leadership and local operations, ensuring that both perspectives are integrated into decision-making.

What are the key skills and qualifications needed to thrive as a national portfolio manager, and why are they important?

To thrive as a National Portfolio Manager, you need a strong background in finance, investment analysis, and portfolio management, typically supported by a bachelor's degree in finance or related field and often a CFA or similar certification. Expertise in portfolio management software, financial modeling tools, and data analysis systems is crucial. Exceptional communication, leadership, and strategic decision-making skills help build client relationships and manage teams effectively. These skills are essential for optimizing investment performance, mitigating risks, and achieving organizational financial objectives on a national scale.

What is the difference between National Portfolio Manager vs Regional Portfolio Manager?

AspectNational Portfolio ManagerRegional Portfolio Manager
ResponsibilitiesOversees investment portfolios across the entire country, setting strategic direction and policies.Manages investment portfolios within a specific region, focusing on regional market conditions.
Work EnvironmentTypically in corporate or financial institutions with national scope.Often in regional offices or branches, with localized market focus.
CredentialsRequires finance, investment, or related certifications (e.g., CFA), and experience in portfolio management.Similar credentials as the national role, with regional market knowledge preferred.

The main difference between a National Portfolio Manager and a Regional Portfolio Manager lies in their scope of responsibility. The national role covers the entire country, focusing on broad strategies, while the regional role concentrates on specific geographic areas. Both roles require similar credentials and industry experience, but their focus and scope differ significantly.

Are national portfolio managers paid well?

National portfolio managers typically earn competitive salaries that reflect their experience, industry, and the size of the organization they work for. Compensation often includes base salary, bonuses, and benefits, with higher earnings for those managing large or complex portfolios. Salaries can range widely but are generally above average compared to many other finance roles.

Do I need a CFA to become a national portfolio manager?

A CFA designation is not mandatory to become a national portfolio manager, but it is highly valued and can enhance credibility and job prospects in investment management. Many employers prefer or require relevant experience, strong analytical skills, and industry certifications, with the CFA often serving as a key credential in the field.

How much do National Portfolio Managers get paid?

National Portfolio Managers typically earn a salary ranging from $80,000 to $150,000 annually, depending on experience, industry, and location. Senior managers or those in large firms may earn higher compensation, often supplemented with bonuses and incentives based on performance.

What are popular job titles related to National Portfolio Manager jobs in Boca Raton, FL?

For National Portfolio Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching National Portfolio Manager jobs in Boca Raton, FL look for?

The top searched job categories for National Portfolio Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for National Portfolio Manager jobs?

Cities near Boca Raton, FL with the most National Portfolio Manager job openings:

National Portfolio Manager jobs near you

Regional Portfolio Manager

Seacoast National Bank

Fort Lauderdale, FL • On-site

$140 - $195/hr

Other

Posted 19 days ago

Job description

JOB SUMMARY:

The Regional Portfolio Manager is responsible for managing and servicing the fiduciary and investment needs of Seacoast Wealth Management (SCWM) clients. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

  • Full-Time
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Collaborate with SCWM Wealth Advisors, Financial Planners and Trust Officers to determine, develop, and implement investment objectives and goals.
  • Preparation and Management of Asset Allocation plans including the structure of Investment Portfolios.
  • Employ SCWM Investment Philosophy by adhering to policies, procedures and process set by the Investment Committee.
  • Manage investment portfolios according to internally developed strategies and within regulatory requirements.
  • Serve as primary point of contact on investment communications to clients and SCWM personnel.
  • Work closely with Wealth Advisors cultivating new relationships, including the preparation of investment proposals for prospective clients.
  • Maintain continuing education requirements and stay current on market trends, developments. and economic conditions to ensure timely communications to clients.
  • Attend to client specific investment needs, addressing policy and procedural issues.
  • Active Investment Committee member, assisting with research and data requests, and the development of content for external and internal distribution.
  • Works closely with SCWM team to prepare presentation materials for client review meetings, and investment proposals for prospect meetings.
  • Regulatory reporting, including, and coordination among other specialists to include Trust Officers and Wealth Advisors.
  • Provide division level reporting as needed by Wealth Division Leadership team.
  • Ability to manage multiple tasks with a high degree of accuracy.
  • Demonstrate a high level of emotional intelligence.
  • Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and Bank policies and procedures.
  • Demonstrates technical expertise to consistently explain rationale behind the recommendations.
  • Driven to always learn and improve. Bring a true passion to the business of delivering investment management advice. Highly self-motivated.
  • Lead other tasks and projects as needed for Seacoast Wealth Management.
  • Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE:
  • High School Diploma or equivalent required.
  • Bachelor Degree required preferably in Finance or related field.
  • 10+ years of industry experience including a minimum of 5 years’ experience managing investment portfolios.
  • CFA Society membership preferred.
  • Experience working with Senior and Executive Leadership.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Demonstrate excellent analytical and organizational skills.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
DISCLAIMER:

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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