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Sr. Client Portfolio Manager

Washington Trust Bank

Bellevue, Washington, United States Full Time June 16, 2026
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Opportunity Description

Job Details

Description

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts.


Position eligible for candidates based in Bellevue, WA, Spokane, WA, or Boise, ID. 


Essential Functions:

  • Handles all investment aspects and client investment inquiries on assigned accounts.

  • Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consistent with WMAS Investments philosophy and discipline.

  • Actively assists Client Development and Front Office teams to acquire new clients, and to expand and retain existing relationships.

  • Assists in the retention of client relationships after initial sale has been made. Participates with RM in ...
    • Full Time Financial Specialists

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    Opportunity Details

    Location Bellevue, Washington
    Country United States
    Type Full Time
    Category Financial Specialists
    Posted June 16, 2026
    Deadline July 26, 2026

    About Washington Trust Bank

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    Washington Trust Bank

    Bellevue, United States

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