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Cfa Manager Jobs in Seattle, WA (NOW HIRING)

CFA Institute

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191.50 - $277.20/hr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

New

PitchBook Data

Principal Product Manager

Seattle, WA

Principal Product Managers at PitchBook are strategists and leaders. In this role, you will be a ... CFA, CAIA, or Financial industry experience is preferred * Ability to communicate complex ideas ...

Artemis Connection

Budget Manager

Seattle, WA · On-site

$70 - $85/hr

Ability to manage multiple stakeholders and deadlines Preferred * MBA or CPA/CFA a plus * Experience in global, high-growth organizations * Familiarity with ERP and budgeting systems (e.g., Anaplan ...

Artemis Connection

Budget Manager

Seattle, WA

$70 - $85/hr

Ability to manage multiple stakeholders and deadlines Preferred * MBA or CPA/CFA a plus * Experience in global, high-growth organizations * Familiarity with ERP and budgeting systems (e.g., Anaplan ...

Artemis Connection

Budget Manager

Seattle, WA · On-site

$70 - $85/hr

Ability to manage multiple stakeholders and deadlines Preferred * MBA or CPA/CFA a plus * Experience in global, high-growth organizations * Familiarity with ERP and budgeting systems (e.g., Anaplan ...

Baird

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191K - $277K/yr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

Robert W Baird & Co

Sr Portfolio Manager- Trust

Seattle, WA · Hybrid

$191K - $277K/yr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

Withum

Gift & Estate Valuation Associate

Seattle, WA · On-site

$65K - $90K/yr

... Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business ...

Robert W Baird & Co

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191K - $277K/yr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

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All JobsCfa JobsCfa Manager JobsCfa Manager Jobs in Seattle, WA

Cfa Manager information

See Seattle, WA salary details

$26.2K

$69.8K

$116.6K

How much do cfa manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for cfa manager in Seattle, WA is $69,819.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Manager, and why are they important?

To thrive as a CFA Manager, you need advanced financial analysis skills, a deep understanding of investment management, and typically a Chartered Financial Analyst (CFA) certification. Familiarity with financial modeling software, portfolio management systems, and data analysis tools like Bloomberg or FactSet is crucial. Strong leadership, decision-making, and communication skills help you guide teams and effectively convey complex financial information to stakeholders. These skills ensure sound investment decisions, regulatory compliance, and successful client and team management in a competitive financial environment.

What is a CFA manager?

A CFA manager is a professional who holds the Chartered Financial Analyst (CFA) designation and manages investment portfolios, financial analysis, or asset management teams. They typically analyze financial data, develop investment strategies, and make recommendations to clients or organizations, often requiring strong analytical skills and knowledge of financial markets. CFA managers may work in asset management firms, banks, or investment firms and often pursue ongoing certification maintenance and industry training.

What is the difference between Cfa Manager vs Cfa Analyst?

AspectCfa ManagerCfa Analyst
CredentialsChartered Financial Analyst (CFA) certification, management experienceCFA certification, entry to mid-level financial analysis skills
Work EnvironmentTeam leadership, strategic planning, client interactionData analysis, financial modeling, research
Employer & IndustryAsset management firms, investment banks, financial servicesInvestment firms, asset management, research departments

The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.

How does a CFA Manager typically collaborate with other departments within a financial organization?

A CFA Manager works closely with teams such as investment analysts, portfolio managers, compliance officers, and client relationship managers. Collaboration often involves sharing financial insights, contributing to investment strategies, and ensuring regulatory standards are met. Regular cross-departmental meetings and project coordination are common, which helps to align organizational goals and deliver comprehensive financial solutions to clients. Building strong communication channels is key to success in this role.
What are the most commonly searched types of Cfa jobs in Seattle, WA? The most popular types of Cfa jobs in Seattle, WA are:
What are popular job titles related to Cfa Manager jobs in Seattle, WA? For Cfa Manager jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Cfa Manager jobs in Seattle, WA look for? The top searched job categories for Cfa Manager jobs in Seattle, WA are:
Cfa Manager jobs near you
Infographic showing various Cfa Manager job openings in Seattle, WA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $69,819 per year, or $33.6 per hour.

Sr Portfolio Manager- Trust

CFA Institute

Seattle, WA • On-site

$191.50 - $277.20/hr

Other

Posted 2 days ago

New

Job description

About the Role:

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee. This position offers flexibility with 4 days/week in our Seattle, WA office and 1 day remote.

The Impact You'll Make:
  • Serves high net worth and institutional clients within Baird Trust Company
  • Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
  • Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
  • Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
  • Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
  • Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
  • Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
  • Keep informed of market trends and analyze the effect of these trends on client investment portfolios
  • Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
  • Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
  • Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
  • Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
  • Work ethically and with integrity, including maintaining client and firm confidentiality
  • Interpret and apply policies and identify and recommend changes as appropriate
What You'll Bring to Baird:
  • Four (4) year degree in Business, Economics, Accounting, or Finance
  • MBA (preferred)
  • 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
  • Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
  • Familiarity with fiduciary principles and prudent investment concepts
  • General understanding of the tax code
Licenses/Certifications:
  • CFA / CFP preferred
  • SIE, Series 7 required - or ability to obtain
  • Series 63, 65, or 66 required - or ability to obtain
Compensation and Benefits:
  • $191,500 -$277,200 annual salary range
  • Bonus potential up to 50% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
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