Client-Focused Portfolio Manager (Hybrid/Remote)

The Washington Trust Company; Providence (RI); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

The Washington Trust Company is seeking a Portfolio Manager who excels in investing and client service. You will work directly with individuals and families to design customized investment strategies and provide ongoing guidance to meet their goals.

Based in Providence or Westerly with remote or hybrid flexibility within RI, MA, and CT, you will be the primary investment resource, communicating strategy, market developments, and portfolio performance to clients and the Investment Committee as

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field required; advanced degree preferred.
• 7+ years in investment management or wealth management with direct client interaction.
• Experience leading client discussions and presenting portfolio strategy and performance.
• Strong knowledge of asset allocation, portfolio construction, markets, risk, and capital markets.
• Proven ability to translate complex concepts into clear client conversations; responsive to clients.

Responsibilities

• Serve as a client-facing Portfolio Manager, building trust with individuals and families.
• Lead investment discussions, explain market conditions, strategy, and risk to clients.
• Develop customized investment strategies aligned with client objectives and risk tolerance.
• Manage portfolios and coordinate with Wealth Management teams to deliver comprehensive service.
• Prepare and present portfolio reviews and maintain proactive client communications.
• Support new business development and client retention efforts through relationship expansion.
• Collaborate across Wealth Management to ensure a cohesive client experience.

Skills

Investment management

Portfolio management

Client relationships

Financial market knowledge

Communication

Asset allocation

Presentation skills

Team collaboration

Education

Bachelor's degree in Finance/Economics/Business

Job description

The Washington Trust Company is seeking a Portfolio Manager who excels in investing and client service. You will work directly with individuals and families to design customized investment strategies and provide ongoing guidance to meet their goals.

Based in Providence or Westerly with remote or hybrid flexibility within RI, MA, and CT, you will be the primary investment resource, communicating strategy, market developments, and portfolio performance to clients and the Investment Committee as