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Manage portfolios for high net worth and institutional clients while serving on the Investment Committee. Develop client relationships through investment planning, market analysis, and collaboration with trust administrators and financial consultants.
Requires a bachelor's degree in a business-related field and over 10 years of portfolio management experience in banking or securities. Must hold or be able to obtain SIE, Series 7, and Series 63, 65, or 66 licenses.
Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.
This position offers flexibility with 4 days/week in our Seattle, WA office and 1 day remote.
Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Keep informed of market trends and analyze the effect of these trends on client investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Work ethically and with integrity, including maintaining client and firm confidentiality
Interpret and apply policies and identify and recommend changes as appropriate
Four (4) year degree in Business, Economics, Accounting, or Finance
MBA (preferred)
10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
Familiarity with fiduciary principles and prudent investment concepts
General understanding of the tax code
Licenses/Certifications:
CFA / CFP preferred
SIE, Series 7 required – or ability to obtain
Series 63, 65, or 66 required – or ability to obtain
$191,500 -$277,200 annual salary range
Bonus potential up to 50% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Global Financial Expertise Focused on You. Discover the Baird Difference.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
Offices: 777 East Wisconsin Avenue, Milwaukee, WI 53233, US · 227 West Monroe Street, Chicago, IL 60606, US · 15 Finsbury Circus, London EC2M, GB · 500 W. Jefferson Street, Suite 700, Louisville, KY 40202, US
Based on 347 listings with disclosed salaries, most consulting jobs in Seattle, WA pay between $80k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 445 open consulting positions in Seattle, WA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Amazon, KPFF Consulting Engineers, Starbucks, Turner & Townsend, Global Elite Consultants, among others. Browse the listings above to see every active employer.
Yes — 223 of the 445 open consulting positions offer remote or hybrid work (57 remote, 166 hybrid).
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