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Senior Client Portfolio Strategist
Job in
Beaux Arts Village, King County, Washington, USA
Listed on 2026-03-12
Listing for:
Washington Trust Bank
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Portfolio Manager, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking an experienced investment professional to manage client accounts and inquiries. Responsibilities include acting as the primary contact for fully managed accounts, monitoring compliance with established investment strategies, and developing new fee-based products. The successful candidate will have a Bachelor’s degree, along with 7-10 years of experience in portfolio management and client relationships. The firm offers a competitive salary package based on location and experience, along with a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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