Client Portfolio Manager

D.A. Davidson(11 days ago)

Bozeman, MTOnsiteFull TimeSenior$114,065 - $154,172 (estimated)Investment Management

About this role

A Client Portfolio Manager at Davidson Investment Advisors supports institutional and nonprofit clients by helping structure and steward their investment portfolios and by representing the firm to boards and decision makers. The role partners with business development, investment, and operations teams to deliver integrated, client-focused investment solutions and to grow the firm's institutional segment.

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Required Skills

Client Service
Portfolio Management
Investment Strategies
Institutional Clients
Client Presentations
CRM Systems
Microsoft Office
Compliance Monitoring
Prospecting
Workflow Optimization

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Qualifications

Bachelor's Degree in Finance or Business

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.

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