The Washington Trust Company · 6 hours ago
Portfolio Manager
Westerly, RI
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expThe Washington Trust Company is the oldest community bank in America, and they are seeking an experienced Portfolio Manager in their Wealth Management division. This role is responsible for managing investment portfolios, developing investment strategies, and delivering exceptional client service to achieve financial goals.
BankingCredit CardsMortgageWealth Management
Responsibilities
Consistently provide proactive, high-impact client service to exceed expectations and build long-term relationships
Coordinate all client communications involving investment strategy, portfolio decisions and investment performance
Develop and implement investment strategies tailored to clients' objectives
Manage large and complex financial relationships and maintain effective management of relationships and assets
Conduct periodic account reviews of investments, client goals and objectives
Understand and can effectively utilize financial planning software to enhance the overall client experience
Actively participate on and is a valuable contributor to one or more investment committees
Manage people and resources to promote efficiency and drive profitable growth
Support new business development and client retention efforts
Demonstrate a consistently positive attitude and prioritize excellent client service
Monitor and evaluate portfolio performance, making adjustments as necessary
Stay informed about market trends, economic conditions, and regulatory changes
Prepare detailed reports and presentations for clients and stakeholders
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
Minimum of 10 years of experience in portfolio management or a related field with experience in managing HNW clients
Strong analytical and quantitative skills
Excellent communication and interpersonal skills
Proficiency in financial modeling and investment analysis tools
Ability to work independently and as part of a team
Preferred
Master's degree preferred
CFA designation or comparable industry designation strongly desired
Benefits
Health and welfare benefits
Paid time-off
Work-life program
401(k) plan
Company
The Washington Trust Company
Founded in 1800, Washington Trust is the oldest community bank in the nation and one of the Northeast’s premier financial services companies.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$55M2024-12-12Post Ipo Equity· $55M
1984-01-23IPO
Leadership Team
Edward Handy
Chairman and Chief Executive Officer
Cristina Offenberg
Vice President
Recent News
Providence Business News
2025-12-27
2025-12-24
Providence Business News
2025-12-19
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