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Portfolio Manager Jobs in Boca Raton, FL (NOW HIRING)

U.S. Bank

PWM Partner Portfolio Manager

Palm Beach, FL · On-site

$98K - $115K/yr

Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to ...

US Bank

PWM Partner Portfolio Manager

Palm Beach, FL · Hybrid

$98K - $115K/yr

Position is focused on honing the technical aspects of Investment management and developing the superior client facing skills needed to become an Investment Portfolio Manager. Incumbents need to ...

GA Telesis

Jr. Portfolio Manager

Fort Lauderdale, FL · On-site

Lauderdale, FL , GA Telesis is seeking a Jr. Portfolio Manager to join our Leasing, Investment, Finance, and Trading division (LIFT). The LIFT division specializes in the investment, trading, and ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Boca Raton, FL

Portfolio Manager information

See Boca Raton, FL salary details

$35.1K

$95.3K

$177.9K

How much do portfolio manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for 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 does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.
More about Portfolio Manager jobs

What are the most commonly searched types of Portfolio jobs in Boca Raton, FL?

The most popular types of Portfolio jobs in Boca Raton, FL are:

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

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

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

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

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

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

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $95,331 per year, or $45.8 per hour.

Regional Portfolio Manager

Seacoast National Bank

Fort Lauderdale, FL • On-site

$140 - $195/hr

Other

Posted 11 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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