Wealth Manager

Focus Financial Partners•Seattle, WA

19h•$150,000 - $250,000•Hybrid

About The Position

Badgley Phelps Wealth Managers is seeking an investment-focused Wealth Manager to support its expanding team. The role has two primary areas of responsibility: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio, and managing clients’ investments. The position contributes to the investment team’s research and portfolio decisions while overseeing the investment aspects of client relationships and collaborating with each client’s broader service team. The Wealth Manager works with co-managers on fundamental equity research, stock recommendations, ongoing analysis of existing positions, and portfolio updates. The role also includes developing research materials and communicating investment views internally and to clients. On the client side, the Wealth Manager manages portfolios, leads client meetings, addresses questions and concerns, documents client contact and follow-up, and delegates relationship, planning, or administrative work to teammates as appropriate. The person may back up the Relationship Manager and may contribute to new client development and retention. This is a hybrid role requiring three days in the office and two days remote. The annualized base salary range is $150,000–$250,000; actual pay may vary based on experience, expertise, work location, and skill set. Additional compensation may include an annual cash bonus and benefits.

Requirements

Demonstrated ability to deliver exceptional client service.
Strong client relationship skills, including listening, relatability, communication, empathy, compassion, and thoughtfulness.
Excellent verbal and written communication skills with clients, professional partners, and internal colleagues.
Trustworthiness, accountability, and attention to detail.
Professional poise, patience, understanding, and tact, particularly when working with clients under stress.
Ability to prioritize tasks and put the client first.
Ability to work independently as a self-motivated and proactive manager while communicating effectively with a team.
Strong knowledge of current and historical investment markets.
Comfort with active management and individual securities, and with discussing investment strategies and positions with clients in all types of markets.
Commitment to continuous learning and growth.

Nice To Haves

CFA designation.
Active involvement in the community and service to others.

Responsibilities

Collaborate with co-managers of the Large Cap Growth equity team to source investment ideas, conduct fundamental analysis, and develop and deliver stock recommendations.
Contribute both research analyst and portfolio manager perspectives to the investment process.
Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as needed.
Contribute to research materials and communicate the team’s views on individual stocks internally and to clients.
Manage client portfolios and communicate with clients about investments and markets.
Lead client meetings, address questions and concerns, and document client contact and follow-up work.
Collaborate with financial planners, associate wealth managers, client service staff, and other Wealth Managers to help clients achieve their financial goals.
Delegate general relationship, financial planning, and administrative tasks to teammates as appropriate, and back up the Relationship Manager as needed.
Help develop relationships with prospective clients and professional partners, identify business opportunities, and retain existing client relationships.