VP - SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management firm ... CFA #WealthManagementCareers #Hiring
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VP - SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management firm ... CFA #WealthManagementCareers #Hiring
Quick apply
VP - SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management firm ... CFA #WealthManagementCareers #Hiring
Kirkland, WA · On-site
$120K - $154K/yr
The FP&A Manager will lead a team responsible for financial reporting, cost analysis, and ... Bachelor's in Finance, Accounting, or related field (MBA/CPA/CFA a plus) * 5+ years of FP&A or ...
Kirkland, WA · On-site
$120K - $154K/yr
The FP&A Manager will lead a team responsible for financial reporting, cost analysis, and ... Bachelor's in Finance, Accounting, or related field (MBA/CPA/CFA a plus) * 5+ years of FP&A or ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
$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 ...
$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 ...
Seattle, WA · On-site
$100K - $140K/yr
CFA and/or CAIA designation or progress toward designation preferred. * Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation ...
Seattle, WA · On-site
$100K - $140K/yr
CFA and/or CAIA designation or progress toward designation preferred. * Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation ...
Are you looking for the chance to manage cash operations for a massive region, full of challenges ... results - CTP, CFA, or CPA certification Amazon is an equal opportunity employer and does not ...
Are you looking for the chance to manage cash operations for a massive region, full of challenges ... results - CTP, CFA, or CPA certification Amazon is an equal opportunity employer and does not ...
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 ...
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 ...
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 ...
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 ...
$100K - $140K/yr
CFA and/or CAIA designation or progress toward designation preferred. * Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation ...
$100K - $140K/yr
CFA and/or CAIA designation or progress toward designation preferred. * Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation ...
Renton, WA · On-site
$120K - $175K/yr
The Manager will lead budgeting, forecasting, and financial reporting processes, oversee grant ... Professional certifications such as CPA, CFA, or CGMA. * Experience in the nonprofit and/or health ...
Renton, WA · On-site
$120K - $175K/yr
The Manager will lead budgeting, forecasting, and financial reporting processes, oversee grant ... Professional certifications such as CPA, CFA, or CGMA. * Experience in the nonprofit and/or health ...
$150K - $200K/yr
CFA designation preferred not essential * 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash * Strong investment research ...
$150K - $200K/yr
CFA designation preferred not essential * 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash * Strong investment research ...
Seattle, WA · On-site
$150K - $200K/yr
CFA designation preferred not essential * 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash * Strong investment research ...
Seattle, WA · On-site
$150K - $200K/yr
CFA designation preferred not essential * 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash * Strong investment research ...
Seattle, WA · Hybrid
$150K - $250K/yr
CFA designation preferred. Being active in the community and serving those around them. The ... Managers is part of the Focus Financial Partners' network firm community. As part of the ...
Seattle, WA · Hybrid
$150K - $250K/yr
CFA designation preferred. Being active in the community and serving those around them. The ... Managers is part of the Focus Financial Partners' network firm community. As part of the ...
Seattle, WA · On-site
$150K - $250K/yr
CFA designation preferred. Being active in the community and serving those around them. The ... Managers is part of the Focus Financial Partners' network firm community. As part of the ...
Seattle, WA · On-site
$150K - $250K/yr
CFA designation preferred. Being active in the community and serving those around them. The ... Managers is part of the Focus Financial Partners' network firm community. As part of the ...
The Principal Product Manager will lead AI-powered product strategies, collaborate with cross ... CFA, CAIA, or Financial industry experience is preferred Company : PitchBook offers financial data ...
The Principal Product Manager will lead AI-powered product strategies, collaborate with cross ... CFA, CAIA, or Financial industry experience is preferred Company : PitchBook offers financial data ...
Seattle, WA · On-site +1
Specialized skills and knowledge in any of the following disciplines are highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM ...
Seattle, WA · On-site +1
Specialized skills and knowledge in any of the following disciplines are highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM ...
$26.2K - $34.4K
4% of jobs
$34.4K - $42.6K
10% of jobs
$49.3K is the 25th percentile. Wages below this are outliers.
$42.6K - $50.8K
14% of jobs
$50.8K - $59.1K
16% of jobs
The median wage is $66.1K / yr.
$59.1K - $67.3K
7% of jobs
$67.3K - $75.5K
10% of jobs
$79.6K is the 75th percentile. Wages above this are outliers.
$75.5K - $83.7K
29% of jobs
$83.7K - $92K
4% of jobs
$92K - $100.2K
3% of jobs
$100.2K - $108.4K
1% of jobs
$108.4K - $116.6K
2% of jobs
$26.2K
$69.8K
$116.6K
| Aspect | Cfa Manager | Cfa Analyst |
|---|---|---|
| Credentials | Chartered Financial Analyst (CFA) certification, management experience | CFA certification, entry to mid-level financial analysis skills |
| Work Environment | Team leadership, strategic planning, client interaction | Data analysis, financial modeling, research |
| Employer & Industry | Asset management firms, investment banks, financial services | Investment 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.

VP – SVP Portfolio Manager
Seattle, WA
On-site
A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager* to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi asset class portfolios on behalf of high-net-worth individuals and families.
The ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives.
The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio oversight, this role will contribute to firmwide research initiatives, collaborate with client administrators, and support select business development efforts.
Key Responsibilities:
• Direct management of client investment portfolios
• Implementation of asset allocation and investment policy
• Macroeconomic, sector, and security-level research
• Active participation in investment committee meetings
• Client communication, reporting, and relationship support
• Contribution to growth through referral engagement and new business opportunities
Qualifications:
• Minimum 10 years of experience in portfolio management
• MBA and/or CFA designation required
• Demonstrated experience with high-net-worth clients and global asset allocation
• Strong analytical, communication, and client service skills This is an excellent opportunity for a relationship-driven investment professional seeking to make a long term impact within a values-based, collaborative, client-centric organization.
*Level is contingent upon experience of selected candidate.
#Portfoliomanager #InvestmentManagement #PrivateWealth #CFA #WealthManagementCareers #Hiring