Wealth Associate

About Us: Washington Trust is the oldest community bank with a leading investment management firm dedicated to providing innovative financial solutions and exceptional client service to our clients. We are committed to fostering a collaborative and inclusive work environment where our employees have cultivated a truly unique culture. We seek to hire a Wealth Management Associate with no less than 5 years of experience that has a heightened skillset in Excel and reporting analytics. A skills assessment in Excel may be required during the recruiting process.

Job Summary: The Wealth Management Associate will be responsible for supporting selected Portfolio Managers as they develop and implement investment strategies, conducting market research, and maintaining/growing client relationships. This role involves preparing detailed reports, direct client communication (daily), and ensuring the smooth execution of investment decisions.

Location: This position is located in Providence or Westerly, and may be remote or hybrid within MA, RI and CT.

Key Responsibilities:

• Provide the highest level of investment support to selected Portfolio Managers
• Play integral role in EVERYTHING investments, compliance, and reporting
• Prioritize and deliver on client requests in a timely manner - ensuring accuracy from inception to completion
• Comprehensive and proven technical proficiency across multiple software platforms
• Develop and enhance Excel and analytical reporting
• Prepare client-facing presentations for meetings, customized exhibits, and performance analytics
• Cultivate and maintain relationships with members of other areas of the bank to best service clients and their financial needs
• Place trades and Process cash movement (receipts, disbursements, transfers) with an emphasis on accuracy and timeliness
• Solve complex and impromptu matters that can require out-of-the box thinking
• Serve as coverage for Portfolio Managers and Trust Officers while at meetings or when out of office
• Coordinate communication with outside professionals (i.e. accountants, estate attorneys) for enhanced client service deliverables
  

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field
• Progress towards CFA designation or comparable industry designation
• Minimum of 5 years of experience in portfolio management or a related field.
• Strong analytical, quantitative and presentation skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial modeling and investment analysis tools.
• Ability to work independently and as part of a team - team culture is important
  

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development opportunities.
• Flexible work arrangements.
  

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. Click Here to view the EEOC "Know Your Rights" notice and Click Here to view the "Pay Transparency Nondiscrimination Provision".

• Providence, RI, USA
• Westerly, RI, USA