Senior Wealth Portfolio Manager & Client Strategy Lead

Washington Trust Bank; Boise (ID); On-site; USD 134,000 - 202,000; Full time

Job summary

Washington Trust Bank in Boise, ID, seeks a senior investments professional to partner with the WMAS Investments Team, handling all investment aspects and client inquiries on assigned accounts. Under the Director of Investments, you will mentor Client Portfolio Managers, develop and implement investment strategies, present research to clients, and support growth across our wealth management business.

This role requires a Bachelor's in finance or related field and 7–10 years of experience, with

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.
• Extensive knowledge of investment instruments and strategies.
• Proven ability to present information clearly to executives and clients.
• Excellent written and verbal communication skills with strong attention to detail.
• Familiar with state and federal regulations and WMAS policies.
• Ability to collaborate across teams and manage multiple projects.

Responsibilities

• Handles all investment aspects and client inquiries on assigned accounts.
• Acts as primary contact for fully managed accounts in WMAS Investments.
• Assists in acquiring new clients and expanding existing relationships.
• Provides education and research to RMs and front office teams.
• Monitors accounts to ensure adherence to investment strategies and risk tolerance.
• Oversees creation of proposals and presentations to prospects and clients.
• Mentors Client Portfolio Managers where appropriate.
• Ensures compliance with laws, regulations, and internal policies.

Skills

Portfolio management

Client relationship management

Analytical skills

Communication skills

Presentation skills

Regulatory knowledge

Team collaboration

Mentoring

Education

Bachelor's degree in finance, accounting, business, or related field

Job description

Washington Trust Bank in Boise, ID, seeks a senior investments professional to partner with the WMAS Investments Team, handling all investment aspects and client inquiries on assigned accounts. Under the Director of Investments, you will mentor Client Portfolio Managers, develop and implement investment strategies, present research to clients, and support growth across our wealth management business.

This role requires a Bachelor's in finance or related field and 7–10 years of experience, with