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Cfa Manager Jobs in Seattle, WA (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

... 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 ...

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 ...

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 ...

... 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 ...

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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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 4, 2026, the average yearly pay for cfa manager in Seattle, WA is $69,818.00, 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:
Infographic showing various Cfa Manager job openings in Seattle, WA as of July 2026, with employment types broken down into 82% Full Time, 8% Part Time, 7% Temporary, 2% Contract, and 1% Summer. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution, with an average salary of $69,818 per year, or $33.6 per hour.

Full-time

Re-posted 14 days ago


Job description

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.


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