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32 client portfolio manager jobs at 25 companies in Washington

2mo
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Portfolio Manager
Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
$160k-$200k/yr HybridFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Employee-owned wealth management firm serving high-net-worth individuals and families with fiduciary financial planning and investment advice.
5+ YOECFA designation preferred, Bachelor’s in finance preferred, 5+ years investment management/advisory experience, client-facing skills, experience with Bloomberg, Morningstar, Tamarac, and Microsoft Office/CRM.
Bloomberg, Morningstar, Tamarac, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
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2mo
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Sr Portfolio Manager- Trust
Seattle, Washington, United States
$192k-$277k/yr HybridFull Time
Baird Trust Company
Baird Trust Company: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
10+ YOE10+ years portfolio management experience in banking or securities, four-year degree in finance-related field, Series licenses (SIE, 7, 63/65/66), CFA/CFP preferred, fiduciary and investment policy knowledge, strong client communication.
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3w
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Sr Portfolio Manager - Private Asset Management
Bellevue or Seattle
$160k-$190k/yr OnsiteFull Time
TIAA
TIAA: Financial services and retirement solutions for academic and research professionals.
5+ YOE5+ years complex, direct portfolio management experience with individual clients; Series 65 required; bachelors preferred; CFA or CFP preferred; ability to lead investment strategy and mentor others.
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1mo
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Portfolio Manager, Traditional Investments
Seattle, Washington, United States
$115k-$200k/yr OnsiteFull Time
Freestone Capital Management
Freestone Capital Management: Independent, employee-owned wealth advisory and asset management firm serving high-net-worth individuals and families.
7+ YOEBachelor's degree and 7+ years public market investment experience; CFA/CAIA preferred; strong client service, communication, research, and risk management skills; periodic travel.
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Client Experience Manager
Alabama or California or Colorado or Florida or Georgia or Illinois or Indiana or Iowa or North Carolina or New Jersey or Nevada or New York or Maryland or South Carolina or Texas or Washington or Virginia
$70k-$80k/yr RemoteFull Time
Market My Market
Market My Market: Digital marketing agency helping law firms, dental offices, medical practices, and local businesses attract customers online.
3+ YOE3+ years managing SEO client portfolios; experience with organic SEO, Google Business Profile, client retention, upsells, and communicating analytics to non-technical stakeholders.
Google Analytics, Google Search Console, Ahrefs, HubSpot, Microsoft Teams
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1w
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Senior Lead Private Wealth Portfolio Manager (LO)
Seattle or Phoenix or San Francisco or Los Angeles or San Diego or Las Vegas
$185k-$300k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Multinational financial services providing banking and investment products.
7+ YOE1+ MgmtRequires 7+ years of private wealth portfolio management experience with HNW/UHNW clients and 1+ year of leadership experience; investment, fiduciary, risk management, and client relationship expertise required.
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3mo
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Senior Portfolio Engineer
Camas, Washington, United States
$95k-$150k/yr OnsiteFull Time
Fisher Investments
Fisher Investments: Independent, fee-only investment adviser serving global clients.
7+ YOE7+ years fixed income in portfolio management; buy-side research/trading; leadership; large data handling; client-focused.
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2w
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Sr. Portfolio Advisor, Global Family Office Group
Chicago or Houston or Los Angeles or San Francisco or Denver or Seattle or San Diego or Dallas
$165k-$225k/yr OnsiteFull Time
Northern Trust
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
15+ YOERequires 15+ years of investment, asset allocation, or research experience; ultra-high-net-worth or family office client experience; portfolio management expertise; alternatives knowledge; and strong client engagement skills.
PM Dashboard
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2mo
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Client Reporting Specialist
Columbus or Seattle
$70k-$100k/yr HybridFull Time
Corient
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
3+ YOE3+ years experience in client or investment portfolio/performance reporting; experience in wealth or asset management; proficiency with Addepar; strong analytical, communication, and documentation skills.
Addepar
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1w
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Client Success Manager - Central Washington Territory
Ellensburg or Wenatchee or Selah or Yakima
FieldFull Time
Harbor IT
Harbor IT: Cyber-first managed IT provider delivering cybersecurity, cloud, and risk-management services to complex, compliance-driven organizations nationwide.
3+ YOERequires 3+ years in client success or account management, ideally with an MSP, cybersecurity, or IT provider, plus experience owning renewals, managing portfolios, and driving client outcomes.
Quality Improvement Plans (QIPs), NPS, Executive Business Reviews (EBRs)
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
Aldrich Wealth LP
Aldrich Wealth LP: Private professional-services group providing accounting, tax, advisory, wealth-management, retirement, and technology consulting to businesses and individuals.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
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1mo
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Treasury Sales Client Officer II - Global Payment Solutions - Business Banking
Lake Oswego or Portland or Seattle
$107k-$134k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
5+ YOE5+ years treasury sales experience, bachelor’s degree or equivalent, strong client management, pricing and portfolio analysis, presentation and data-driven recommendation skills, knowledge of cash management products and risk guidelines.
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1mo
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Treasury Sales Client Officer II - Global Payment Solutions - Business Banking
Lake Oswego or Portland or Seattle
$107k-$134k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
5+ YOE5+ years treasury sales experience, product and financial acumen, strong communication and presentation skills, data-driven analysis, ability to manage client portfolios and pricing; Bachelor’s degree or equivalent experience required.
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2mo
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Wealth Manager
Seattle, Washington, United States
$150k-$250k/yr HybridFull Time
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers: Private fiduciary financial-services holding operating wealth, family-office, business-management, and advisor-solution firms for clients and advisors.
Deliver exceptional client service, manage client investment portfolios, perform equity research and stock recommendations for a Large Cap Growth portfolio; strong investment knowledge and communication skills; CFA preferred.
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Wealth Manager
Seattle, Washington, United States
$150k-$250k/yr HybridFull Time
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers: An independently operated group of wealth management firms that combine entrepreneurial culture with the resources of a larger integrated platform.
Investment research and portfolio management for large-cap growth, strong client relationship skills, effective communication, trustworthy with attention to detail; CFA preferred.
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1w
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Regional Sales Specialist – Model Portfolio Distribution
Colorado Springs or Maryland or Colorado or Washington or United States or New York or California or New York
$107k-$194k/yr HybridFull Time
T. Rowe Price
T. Rowe PriceNASDAQ: TROW: Global asset management firm providing investment and retirement services.
8+ YOEBachelor's degree or equivalent, 8+ years of relevant experience, FINRA Series 7 and 63 licenses, sales territory management, client relationship management, presentations, and willingness to travel regularly.
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6d
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Senior Sales Manager, Technology Media & Telecom - Global Payment Solutions
Seattle or San Francisco
HybridFull Time
HSBC Bank USA, N.A.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Proven complex global corporate sales experience, client portfolio management, analytical pipeline skills, cash management and treasury expertise, corporate relationship and risk management experience.
RFP
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6d
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Senior Sales Manager, Technology Media & Telecom - Global Payment Solutions
Seattle or San Francisco or United States
$142k-$213k/yr HybridFull Time
HSBC Bank USA, N.A.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Proven sales record with complex global corporates, portfolio management, cross-sell or client satisfaction accountability, data analysis, global cash management, corporate treasury, risk management, and international banking experience.
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2mo
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Rental Rep - Business Development
Seattle or United States
RemoteFull Time
Christie Lites
Christie Lites: North America's largest lighting-only stage-lighting rental serving theater, concert, touring, corporate, and film productions.
Relationship-driven sales professional with multiple years of industry or portfolio sales experience; ability to source business, manage client portfolios, influence product specification, travel for client meetings, and collaborate cross-functionally.
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3d
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Private wealth management and trust-services firm serving families and individuals across the United States.
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
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