Wealth Manager

Requirements

• The Wealth Manager role is highly impactful within the firm and with clients. Therefore, the following qualities are crucial:
• Demonstrated ability to deliver exceptional client service. Strong client relationship skills-listening, relatability, communication, empathy, compassion, and thoughtfulness. Excellent verbal and written communication skills, both internally and externally (with clients and professional partners).
• Trustworthy and accountable with attention to detail. Professional poise, patience, understanding, and tact, particularly when working with clients under stress.
• Ability to prioritize tasks and put the client first. Able to work independently as a self-motivated and proactive manager, while also communicating effectively with a team to serve clients.
• Strong investment knowledge of both current and historical markets. Aligns with active management and individual securities. Feels comfortable discussing investment strategies and positions with clients in all types of markets.
• Dedicated to continuously learning and growing. CFA designation preferred. Being active in the community and serving those around them.
• #LI-JS1

Benefits

Additional Information

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high-net-worth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives. We are seeking a dynamic investment professional to join our rapidly expanding team. As an investment-focused Wealth Manager , you will have two main responsibilities: researching, recommending, and managing stocks for the firm's Large Cap Growth portfolio; and working with clients to manage their investments. This is a hybrid role: 3 days in office / 2 days remote Primary Responsibilities This role is a key contributor within the investment team. You will support the firm's overall research effort, focusing specifically on the Large Cap Growth portfolio. A successful candidate will: Collaborate with co-managers of the Large Cap Growth equity team to source new ideas, conduct fundamental analysis, and contribute to the development and delivery of stock recommendations. This may involve taking both the research analyst and portfolio manager perspectives. Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary. Contribute to research materials and articulate the team's views on individual stocks both within the firm and to clients. The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and client service. You will work independently and in collaboration with other Wealth Managers to help clients achieve their financial goals. For example, you should be comfortable: Managing client portfolios and communicating with clients of varying levels of sophistication regarding their investments and the markets. Leading client meetings and ensuring questions and concerns are addressed. Documenting client contact and follow-up work is part of our process. Delegating general relationship, financial planning, and administrative tasks to teammates as appropriate. You may back up the Relationship Manager as needed. Successful Wealth Managers may also excel at developing relationships with new clients and other professionals. Growing our business is a core value, and identifying new opportunities and retaining existing relationships is a goal across the firm.

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