Sr. Client Portfolio Manager

The Sr. Client Portfolio Manager will work as a partner with the WMAS Investments Team and the WMAS Relationship Managers to handle all investment aspects and client investment inquiries on assigned accounts. The position is eligible for candidates based in Bellevue, WA, Spokane, WA, or Boise, ID.

Requirements

• Bachelor's degree in finance, accounting, business, or related field.
• Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations.
• 7-10 years of progressive analytical/portfolio management/client relationship experience and responsibilities.
• Extensive knowledge of various investment instruments and strategies.
• Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
• Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.

Benefits

• Health Benefits
• Financial Benefits
• Retirement Benefits
• Work/Life Benefits