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washingtontrustbank.com
The Investment Portfolio Manager partners with the WMAS Investments Team and Relationship Managers to handle all investment aspects and client inquiries for assigned accounts. The role serves as the primary contact for fully managed accounts, supports client acquisition and retention, and collaborates on investment strategy, risk management, and compliance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for washingtontrustbank.com.
38% above the average for this role