Senior Wealth & Portfolio Manager

Washington Trust Bank; Bellevue (ID); On-site; USD 134,000 - 282,000; Full time

Job summary

Washington Trust Bank is seeking a seasoned investment professional to partner with the WMAS Investments Team and RMs. The role handles all investment aspects and client inquiries for assigned accounts, including fully managed accounts such as IMAs and IRAs.

The position emphasizes expanding relationships, educating RMs, and ensuring compliance with investment strategies while contributing to strategy discussions and training of portfolio managers.

Qualifications

• Bachelor’s degree in finance, accounting, business, or related field.
• CFA, CIMA, and/or CFP preferred, or working toward those designations.
• 7–10 years of progressive analytical/portfolio management/client relationship experience.

Responsibilities

• Handle all investment aspects and client inquiries on assigned accounts.
• Serve as primary contact for fully managed accounts (IMAs, IRAs, trusts, nonprofits).
• Assist in acquiring new clients and expanding existing relationships.
• Provide information and education to RMs to support client service.
• Monitor accounts for alignment with investment strategies and tolerances.
• Develop proposals and presentations for prospects and clients as needed.
• Participate in WMAS Investments team meetings and strategy discussions.
• Mentor Client Portfolio Managers where appropriate.

Skills

Client relationship management

Portfolio analysis

Investment knowledge

Analytical communication

Team collaboration

Education

Bachelor’s degree in finance or related field

CFA / CIMA / CFP preferred or in progress

7–10 years of related experience

Job description

Washington Trust Bank is seeking a seasoned investment professional to partner with the WMAS Investments Team and RMs. The role handles all investment aspects and client inquiries for assigned accounts, including fully managed accounts such as IMAs and IRAs.

The position emphasizes expanding relationships, educating RMs, and ensuring compliance with investment strategies while contributing to strategy discussions and training of portfolio managers.