Investment Principal Jobs

Florida’s largest independent trust company, is seeking an investment professional to join our relationship management team located in St. Petersburg, Florida. This team works directly with clients and is responsible for ensuring that financial needs are met, and service is being delivered at the highest level. The team is comprised of investment professionals, trust administration specialists and support staff. All team members work together to meet team and company sales goals.

Essential Duties and Responsibilities:

• Manage investment portfolios to meet client goals and objectives.
• Work in a collaborative team environment.
• Interact with clients as the primary investment advisor.
• Work with members of the relationship management team to exceed client service needs and expectations.
• Communicate with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about investment philosophy and financial market information.
• Participate in community and professional organizations in the St. Petersburg community.
• Identify sales and referral opportunities from clients and business partners in order to exceed team sales goals.

Knowledge and Skills Required:

• Minimum of 15 years in investment management services. Must have a track record showing employment stability.
• Effective written and verbal communication skills with the ability to present to clients, business partners and management.
• Excellent computer skills with proficiency in MS Office programs.
• Bachelor’s degree and CFA or CFP designation is required; Master’s degree is a plus.
• Strong client relationship management skills.
• Exceptional work ethic, integrity, team spirit and judgment.