Client Portfolio Manager

D.A. Davidson • Bozeman, MT

1d

About The Position

Davidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm.

Summary:
The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios. This position offers the opportunity to work closely with our business development, investment, and operations teams to deliver exceptional client experiences rooted in integrity, professionalism, and a deep understanding of financial markets.
Ideal candidates bring strong communication skills, a passion for mission aligned investing, and the ability to build trust with complex institutional clients. While this role is primarily client service focused, it also plays an important part in driving the ongoing growth and refinement of this business segment.

Requirements

• Bachelor’s degree in finance, business or a related field
• 5+ years of experience in financial services, insurance, banking, or nonprofit leadership
• Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
• Strong understanding of investment strategies and best practices for institutional and nonprofit clients
• Excellent organization and proficiency with Client Relationship Management systems
• High proficiency in Microsoft Office
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with a strong sense of ownership and accountability
• Collaborative mindset with a commitment to contributing to team success.

Responsibilities

• Provide exceptional client service to institutional clients of the firm
• Prepare and present to boards of directors and other decision makers
• Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, performance, and potential enhancements
• Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs
• Monitor client portfolios to ensure ongoing compliance with Investment Policies
• Implement investment strategies for clients that align with their objectives and risk tolerances
• Prospect, pitch, and convert new institutional clients to our firm’s services
• Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors: o Curiosity (avoid becoming defensive and remaining open to learning) o Accountability (taking 100% responsibility (no more; no less) for results; no blaming) o Candor (engaging in courageous truth-telling to increase power and speed in decisions) o Awareness (tapping every emotional and intuitional resource for decisions) o Passion (discovering and allowing people to do what they do best) o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)

Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level