Client Portfolio ManagerDavidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm.The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios. This position offers the opportunity to work closely with our business development, investment, and operations teams to deliver exceptional client experiences rooted in integrity, professionalism, and a deep understanding of financial markets.Ideal candidates bring strong communication skills, a passion for mission aligned investing, and the ability to build trust with complex institutional clients. While this role is primarily client service focused, it also plays an important part in driving the ongoing growth and refinement of this business segment.Qualifications/Requirements:Bachelor's degree in finance, business or a related field5+ years of experience in financial services, insurance, banking, or nonprofit leadershipAbility to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendationsStrong understanding of investment strategies and best practices for institutional and nonprofit clientsExcellent organization and proficiency with Client Relationship Management systemsHigh proficiency in Microsoft OfficeSelf-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectivelyDetail-oriented with a strong sense of ownership and accountabilityCollaborative mindset with a commitment to contributing to team success.Duties:Provide exceptional client service to institutional clients of the firmPrepare and present to boards of directors and other decision makersMaintain consistent communication with staff and board members regarding market conditions, portfolio strategies, performance, and potential enhancementsCollaborate with investment and operations teams to align investment strategies and operational deliverables with client needsMonitor client portfolios to ensure ongoing compliance with Investment PoliciesImplement investment strategies for clients that align with their objectives and risk tolerancesProspect, pitch, and convert new institutional clients to our firm's servicesWork closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clientsDrive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team's processesPerform any other duties and special projects as necessaryAdhere to all the firm's Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:Curiosity (avoid becoming defensive and remaining open to learning)Accountability (taking 100% responsibility (no more; no less) for results; no blaming)Candor (engaging in courageous truth-telling to increase power and speed in decisions)Awareness (tapping every emotional and intuitional resource for decisions)Passion (discovering and allowing people to do what they do best)Appreciation (expressing gratitude and fostering a culture of sincere cooperation)What we offer:Competitive salary plus excellent benefits and perks including, but not limited to:Medical, Dental and VisionCompany 401(k)and ESOP contributionGenerous sick, vacation, and maternity/parental leavePaid holidaysProfessional Development OpportunitiesTuition Reimbursement ($15,000 lifetime cap)Discounted personal insurance including home, auto and recreational vehiclesCharitable gift-matching programDavidson Day of Giving Our tradition of positively impacting communities in which we live and work.The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.