The Portfolio Manager is responsible for developing and implementing investment strategies to achieve clients' financial goals while maintaining high-impact relationships. This role involves monitoring portfolio performance, contributing to investment committees, and supporting business development efforts.
Washington Trust
2 Remote Job Openings at Washington Trust
The Wealth Management Associate will support the fiduciary services team by assisting with account administration, client inquiries, and cash distributions. They will also perform research, maintain documentation, and ensure quality assurance across various trust and estate processes.
