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Investment Program Manager Jobs in Spokane, WA (NOW HIRING)

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Investment Program Manager information

See Spokane, WA salary details

$38.9K

$108.7K

$158.7K

How much do investment program manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment program manager in Spokane, WA is $108,656.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $134,000.00 per year, depending on experience, location, and employer.

What does an investment program manager do?

An Investment Program Manager oversees and coordinates investment portfolios or programs for organizations or clients. Their responsibilities include setting investment strategies, managing risks, analyzing market trends, and ensuring that investment goals are met. They often work closely with financial analysts, stakeholders, and other managers to optimize portfolio performance. This role requires strong analytical, leadership, and communication skills, as well as a deep understanding of financial markets and investment vehicles.

What are the key skills and qualifications needed to thrive as an investment program manager, and why are they important?

To thrive as an Investment Program Manager, you need strong financial analysis, project management, and strategic planning skills, typically supported by a degree in finance, business, or economics. Familiarity with portfolio management software, financial modeling tools, and certifications such as CFA or PMP are commonly required. Exceptional communication, leadership, and stakeholder management skills help differentiate top performers in this role. These skills ensure effective oversight of investment initiatives, alignment with organizational goals, and successful collaboration with diverse teams and clients.

What is the difference between Investment Program Manager vs Investment Analyst?

AspectInvestment Program ManagerInvestment Analyst
Primary FocusOversees large investment programs, manages portfolios, and coordinates multiple projectsAnalyzes investment opportunities, conducts research, and provides recommendations
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually requires a bachelor's degree in finance, economics, or related field; CFA is also common
Work EnvironmentCorporate or institutional investment teams, often in financial services firmsFinancial analysis firms, investment banks, or asset management companies

Both roles often require similar educational backgrounds and certifications, but the Investment Program Manager focuses on managing entire investment programs and portfolios, while the Investment Analyst concentrates on analyzing specific investments and providing insights. The Program Manager has a broader strategic role, whereas the Analyst is more research-focused.

How does an investment program manager typically collaborate with cross-functional teams within an organization?

Investment Program Managers frequently work alongside finance, operations, legal, and executive teams to ensure investment initiatives align with organizational goals. This collaboration often involves coordinating project timelines, communicating investment strategies, and ensuring compliance with internal controls and external regulations. Effective communication and stakeholder management are critical, as these managers must synthesize input from diverse teams to drive successful investment outcomes. Regular meetings, progress updates, and cross-departmental workshops are common practices in this role.
What are popular job titles related to Investment Program Manager jobs in Spokane, WA? For Investment Program Manager jobs in Spokane, WA, the most frequently searched job titles are:
What job categories do people searching Investment Program Manager jobs in Spokane, WA look for? The top searched job categories for Investment Program Manager jobs in Spokane, WA are:
Investment Program Manager jobs near you

Producing Investment Services Manager

Washington Trust Bank

Spokane, WA • On-site

$98K - $148K/yr

Full-time

Medical, Life, Retirement

Re-posted 5 days ago

Job description

The Producing Investment Services Manager operates in a dual role as both a revenue-producing Investment Officer and the managerial leader responsible for the operational, compliance, and administrative functions of the Investment Services program. This position is accountable for personal production, client relationship management, and business development, while also providing leadership oversight, regulatory compliance, and coordination between Washington Trust Bank and its third-party broker/dealer. The role is designed to balance sales production, staff oversight, and risk management to ensure the delivery of high-quality investment services in a compliant, efficient, and client-focused manner.
Essential Functions:
  • Functions as liaison between Washington Trust Bank and other banking systems in all non-product and non-sales manager functions.
  • Provides answers to questions posed by various Departments within the bank including audit, accounting and management.
  • Monitors reports from the third-party broker/dealer for accuracy, resolving problems as they arise and recommending corrective action. Escalates to the Program Manager or other person designated by the WM&AS Department Director for most complex issues.
  • Responsible for processing and assuring accuracy of general ledger accounts and other Bank accounts assuring department stays "in balance" by resolving discrepancies as they arise. Documents resolution for audit trail. Recommends corrective action and communicates resolution with the Program Manager or other person designated by WM&AS Department Director when appropriate.
  • Establishes written procedures for Department to ensure a productive, cohesive relationship between WTB and business partners. As issues arise and resolutions are found, maintains documentation for future reference. Coordinates with accounting, internal audit and other departments to assure procedures meet their requirements.
  • Assures that compliance with securities regulations and sound banking practices are followed. Alert the Program Manager or other person designated by WM&AS Department Director of any deviations from these regulations.
  • Resolves purchases and sales related problems independently including communicating with Investment Officer and third-party broker/dealer to discover error and follows-up to ensure resolution, documenting resolution. Communicates resolution with Program Manager or other person designated by WM&AS Department Director when appropriate.
  • Provides assistance to Investment Officers and Sales Assistants in resolving customer questions or problems using thorough knowledge of the 3rd Party computer system and building relationships with their employees.
  • Tracks all License Renewals, CE requirements, and State Registrations.
  • Provides functional oversight of Sales Assistant functions including but not limited to:
  • Opening new customer accounts, assuring that all required information and documentation are provided and that the file is complete.
  • Assists Investment Officer with the preparation of sales presentations and periodic reviews for clients that includes gathering appropriate support documents i.e. prospectuses and approved sales material.
  • Assist Investment Officer with documentation requirements, attaining proper documentation for any changes to a client's account i.e. settlement instructions for purchases and disbursements; address changes; account updates; and objective changes.
  • Accepts buy and sell orders for securities as well as answer customer questions regarding these securities including giving quotes and discussing the specifics of different securities, always complying with securities regulations and sound banking practices using sound judgment.
  • The Producing Investment Services Manager will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
  • The Producing Investment Services Manager will maintain a high level of knowledge about the investment services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
  • The Producing Investment Services Manager will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment services.
  • The Producing Investment Services Manager will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Producing Investment Services Manager will support approved referral programs to assist employees in making qualified referrals.
  • The Producing Investment Services Manager will use proven methods to develop investment business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
  • Performs compliance and risk management duties as required or assigned.
  • Regular, reliable attendance is required.

Qualifications:
  • Requires experience in the Securities Industry, preferably with a NASD Firm.
  • Series 6, 7 and 24. If not currently licensed, willing to become licensed within 6 months.
  • Must exhibit strong attention to detail and high degree of accuracy.
  • Organization skills, ability to track and follow-up multiple projects simultaneously.
  • Ability to work with aggressive, goal-oriented individuals under continual deadlines in fast paced, professional environment.
  • Must be self-motivated and able to handle time-sensitive deadlines.
  • Excellent written/oral communications and interpersonal skills; ability to collaborate with and work effectively with diverse groups of people across departments/divisions.
  • Demonstrated proficiency with various software applications, including the Microsoft Office Suite: spreadsheets, word processing, database, email, networking and internet applications.
  • Very strong decision-making and problem-solving skills.
  • Clear understanding of the division and company goals, communicating and supporting them to others.
  • Ability to prioritize workflow and manage multiple tasks in a self-directed, proactive manner.
  • In conjunction with above related goals and service methods, Producing Investment Sales Manager should be on track for achieving gross production in sales of $ 300,000 after 3 years. There should be more than $ 30,000,000 under investment management.
  • Requires a minimum of 7 years' experience in the financial services industry with a proven track record of sales production during that period (documentation required). Above professional credentials and/or designations are desirable.

Compensation: $98,976 - $148,465
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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