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Portfolio Implementation Associate Jobs in Seattle, WA

Compass

Associate Sales Manager

Bellevue, WA · On-site

$105K - $115K/yr

Support an agent portfolio by motivating, coaching and mentoring them, as well as providing ... and implementing change Company strategy * Relay on-the-ground market trends from agents to ...

Forum Solutions LLC

Associate Consultant

Seattle, WA · On-site

$110K - $142K/yr

We build and implement effective strategies for transformative growth and sustainable results ... Contribute knowledge and experience to the continuous development of the industry portfolio

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Showing results 21-40

All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Seattle, WA

Portfolio Implementation Associate information

See Seattle, WA salary details

$16

$34

$58

How much do portfolio implementation associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for portfolio implementation associate in Seattle, WA is $34.49, according to ZipRecruiter salary data. Most workers in this role earn between $22.98 and $40.48 per hour, depending on experience, location, and employer.

What does a portfolio implementation associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What are the key skills and qualifications needed to thrive as a portfolio implementation associate?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.

How does a portfolio implementation associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

What are popular job titles related to Portfolio Implementation Associate jobs in Seattle, WA?

For Portfolio Implementation Associate jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Portfolio Implementation Associate jobs in Seattle, WA look for?

The top searched job categories for Portfolio Implementation Associate jobs in Seattle, WA are:

Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,746 per year, or $34.5 per hour.

Sr. Associate Financial Planner - FINRA Series 7 and Series 66

Talent Search PRO

Bellevue, WA • On-site

$75K - $83K/yr

Full-time

Re-posted 25 days ago

Job description

Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66)

Location: Bellevue, WA
Salary: $75,000 - $83,000

What's In It for You?

• Work directly with high-net-worth clients and experienced financial planners
• Gain exposure to comprehensive wealth management and financial planning strategies
• Participate in portfolio management, investment research, and financial planning initiatives
• Contribute to Investment Committee activities and portfolio decision-making
• Opportunity to independently manage client relationships and grow professionally
• Collaborative environment with mentorship from senior planning and investment professionals
• Long-term career path within a growing wealth management practice

Overview

Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development. This role combines client-facing responsibilities with portfolio management, investment research, and planning implementation.

What You Will Be Doing

• Assist in preparing for and participating in client meetings
• Analyze client financial situations and develop planning recommendations
• Prepare meeting agendas, financial planning documents, and investment policy statements
• Coordinate implementation of planning strategies with external professionals when necessary
• Manage ongoing client relationships and provide exceptional client service
• Assist with trading, rebalancing, tax-loss harvesting, and portfolio maintenance activities
• Conduct investment and fund research under the guidance of senior investment leadership
• Support Investment Committee initiatives and portfolio review processes
• Monitor client portfolios and asset allocations to ensure alignment with objectives
• Maintain accurate client records and planning documentation

What You Will Need

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA Series 7 and Series 66 licenses (or recognized equivalents)
• CFP® designation or other relevant financial planning credential
• Experience supporting financial planning and wealth management clients
• Strong financial analysis and investment knowledge
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple priorities
• Strong communication and relationship-building abilities

Ideal Candidate

A wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships.