Sr. Client Portfolio Manager
Washington Trust Bank · Spokane, Washington, US
Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling...
Job description
Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Position eligible for candidates based in Bellevue, WA, Spokane, WA, or Boise, ID. Qualifications: Compensation: Bellevue - $188,253 - $282,471 Spokane & Boise - $134,466 - $201,765 The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual incentive plan. - Handles all investment aspects and client investment inquiries on assigned accounts. - Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consistent with WMAS Investments philosophy and discipline. - Actively assists Client Development and Front Office teams to acquire new clients, and to expand and retain existing relationships. - Assists in the re...