Senior Client Portfolio Manager — Investments & Relationships

Posted yesterday

washington trust bankBoise (ID)

Investment Fund Managers Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Washington Trust Bank in Bellevue, WA or Boise, ID seeks a senior WMAS Investments professional to partner with the Investments Team and RMs, handling investment aspects and client inquiries on assigned accounts. You will serve as the primary contact for fully managed accounts, support business development, ensure compliance with regulations, and help develop investment strategies and educational materials for clients and team members.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.