Baird

3 weeks ago

Sr Portfolio Manager- Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Senior Portfolio Manager within Baird Trust Company overseeing high net worth and institutional client portfolios. Responsibilities include portfolio management, client service, investment review meetings, business development, and Investment Committee participation, with a focus on delivering competitive returns within policy guidelines while expanding client relationships and ensuring fiduciary compliance.

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Manage and oversee portfolios for high net worth and institutional clients within Baird Trust Company
•Lead portfolio management, client service and investment review meetings, and participate in the Investment Committee
•Develop and maintain client relationships through regular contact and portfolio reviews to meet objectives
•Collaborate with Financial Consultants/Relationship Managers to identify new business opportunities and present investment management proposals
•Ensure investment policies are followed, conduct annual reviews, and stay informed on market trends and new strategies

Pay and Benefits

Salary: USD 191,500 - 277,200 annually

Key Requirements

•Four year degree in Business, Economics, Accounting, or Finance; MBA preferred
•10+ years of experience as a portfolio manager in banking or securities
•Knowledge of global equity and fixed income markets and global economic conditions
•Fiduciary principles and prudent investment concepts; general tax code understanding
•CFA/CFP preferred; SIE, Series 7 and Series 63/65/66 required or ability to obtain

Experience:10+ yearsFinanceInvestment managementWealth management

Education:Bachelor's

Skills:CommunicationRelationship-buildingPresentationAnalytical thinkingClient-service

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:CFACFP

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

3 weeks ago

Sr Portfolio Manager- Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Sr. Manager level

Key Responsibilities

•Manage and oversee portfolios for high net worth and institutional clients within Baird Trust Company
•Lead portfolio management, client service and investment review meetings, and participate in the Investment Committee
•Develop and maintain client relationships through regular contact and portfolio reviews to meet objectives
•Collaborate with Financial Consultants/Relationship Managers to identify new business opportunities and present investment management proposals
•Ensure investment policies are followed, conduct annual reviews, and stay informed on market trends and new strategies

Pay and Benefits

Salary: USD 191,500 - 277,200 annually

Key Requirements

•Four year degree in Business, Economics, Accounting, or Finance; MBA preferred
•10+ years of experience as a portfolio manager in banking or securities
•Knowledge of global equity and fixed income markets and global economic conditions
•Fiduciary principles and prudent investment concepts; general tax code understanding
•CFA/CFP preferred; SIE, Series 7 and Series 63/65/66 required or ability to obtain

Experience:10+ yearsFinanceInvestment managementWealth management

Education:Bachelor's

Skills:CommunicationRelationship-buildingPresentationAnalytical thinkingClient-service

Licenses:SIESeries 7Series 63Series 65Series 66

Certifications:CFACFP

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn