Investment Services Producer & Team Lead

Watrust; Spokane (WA); On-site; USD 98,976 - 148,465; Full time

Benefits offered by this job

Comprehensive health benefits

Financial and retirement benefits

Work/life balance support

Job summary

Watrust is seeking a Producing Investment Services Manager in Spokane, WA. This dual role combines sales production and leadership in operational compliance overseeing the Investment Services program.

The ideal candidate will have 7+ years in the financial services industry and a strong track record in sales production. Responsibilities include managing client relationships, ensuring compliance, and providing oversight for third-party interactions. Competitive compensation from $98,976 to $148,465 is offered.

Qualifications

• Requires experience in the Securities Industry, preferably with a NASD Firm.
• Must exhibit strong attention to detail and accuracy.
• Excellent written/oral communications and interpersonal skills.

Responsibilities

• Functions as liaison between Washington Trust Bank and other banking systems.
• Provides answers to questions posed by various Departments.
• Responsible for ensuring accuracy of general ledger accounts.
• Assures compliance with securities regulations.

Skills

Attention to detail

Time management

Communication skills

Decision-making

Problem-solving

Education

7+ years of experience in financial services

Securities Industry experience

Tools

Microsoft Office Suite

Job description

Watrust is seeking a Producing Investment Services Manager in Spokane, WA. This dual role combines sales production and leadership in operational compliance overseeing the Investment Services program.

The ideal candidate will have 7+ years in the financial services industry and a strong track record in sales production. Responsibilities include managing client relationships, ensuring compliance, and providing oversight for third-party interactions. Competitive compensation from $98,976 to $148,465 is offered.