Washington Trust

Role Description The Portfolio Manager will be responsible for delivering the highest level of customer service for managing investment portfolios to achieve our clients' financial goals. This role involves: - Proactive client contact and relationship management - Developing and implementing investment strategies for client portfolios - Contributing to internal investment committees This is a key contributor to our investment and relationship management team, and we are seeking someone with a deep understanding of investment markets and analysis who can effectively communicate with clients of all levels of investment sophistication. Qualifications - Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred) - CFA designation or comparable industry designation strongly desired - Minimum of 15 years of experience in portfolio management or a related field with experience in managing HNW clients - Strong analytical and quantitative skills - Excellent communication and interpersonal skills - Proficiency in financial modeling and investment analysis tools - Ability to work independently and as part of a team Requirements - Consistently provide proactive, high-impact client service to exceed expectations and build long-term relationships - Coordinate all client communications involving investment strategy, portfolio decisions, and investment performance - Develop and implement investment strategies tailored to clients' objectives - Manage large and complex financial relationships and maintain effective management of relationships and assets - Conduct periodic account reviews of investments, client goals, and objectives - Understand and effectively utilize financial planning software to enhance the overall client experience - Actively participate on and contribute to one or more investment committees - Manage people and resources to promote efficiency and drive profitable growth - Support new business development and client retention efforts - Demonstrate a consistently positive attitude and prioritize excellent client service - Monitor and evaluate portfolio performance, making adjustments as necessary - Stay informed about market trends, economic conditions, and regulatory changes - Prepare detailed reports and presentations for clients and stakeholders Benefits - Comprehensive benefits package, including health and welfare benefits - Paid time-off - Work-life program - 401(k) plan - Potential eligibility for an annual bonus

Role Description Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Fiduciary Services team. The Wealth Associate will work with a team of trust and estate administration professionals to provide support services for account administration. This is an excellent opportunity for someone with 5+ years’ experience in wealth management fiduciary services and would like to expand their understanding of trust administration and estate settlement. This position is part of a career progression track and may lead to wealth advice, managing fiduciary accounts, financial planning, and/or client investments as experience grows. Primary Responsibilities - Client Support: - Assist customers and answer basic inquiries, answer telephone calls and direct customers to appropriate areas. - Set up client meetings and accurately and timely respond to requests for information and action. - Process cash distributions (checks, wires, bill payments, and ACH). - Team Support: - File, research, or obtain information needed by Trust Officers and management, as directed. - Collect documentation, gather information with beneficiaries, and create/populate forms for account opening and closing, annual reviews, distributions, production, and creating events in systems of record, account maintenance, and similar functions. - Prepare correspondence and reports as needed. Provide support to team members and to colleagues within the Bank, as requested. - Quality Assurance: - Run reports and maintain reminders to ensure that proper procedures are followed, deadlines are met, and that there is a consistent approach throughout the department. - Follow up and confirm all essential tasks requested by Trust Officers have been completed. Qualifications - Bachelor’s degree and the equivalent of 5+ years wealth management administration, trust administration, estate settlement and/or direct client service experience. Investment experience is preferred but not required. - Demonstrated excellence with problem resolution, client follow up and successful cultivation of highly satisfied client relationships. - Demonstrated knowledge of customer service principles and practices; strong PC skills; intermediate level Microsoft Word and Excel skills. - Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously and with accuracy. - Professional and courteous telephone skills. - Demonstrated superior communication and interpersonal skills. - Experience or expertise in any of these areas is desirable: trust administration, trust accounting systems and terminology, account maintenance. Requirements - This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required). Benefits - A good‑faith, reasonable estimate of the base salary range for this role is $65,000–$75,000, and the actual offer will depend on factors such as experience, skills, training, certifications, and education. - This base salary reflects one component of our competitive compensation package. - This position may be eligible for an annual bonus and includes a comprehensive benefits package. - 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.