IAS Portfolio Manager

Location: Bellingham, WA – hybrid/on-site

Wage range: $95,295 – 137,000

The IAS Portfolio Manager/Relationship Manager will support the Investment Advisory Services department in providing bespoke investment solutions to high-net-worth individuals, businesses, and institutional clients. The role will manage set investment models in addition to creating customized portfolios tailored to meet the unique financial objectives of our client base. The successful candidate will have a proven track record in investment management, ability to thrive in a fast-paced, and be client-focused. The candidate will also have the responsibilities of building strong, trust-based relationships with their clients.

Portfolio Management/Relationship Management

• Design and implement investment strategies for hybrid models and custom managed accounts.
• Conduct thorough research and analysis to make informed investment decisions.
• Monitor portfolio performance and adjust strategies as needed to optimize client outcomes.
• Ensure compliance with regulatory requirements and internal policies.
• Build and maintain strong client relationships through regular communication and personalized service.
• Proactively communicate investment performance, market updates, portfolio recommendations, risk tolerance, and investment preferences.
• Collaborate with internal teams to deliver integrated financial solutions and exceptional client service.
• Drive client retention and business growth through proactive client engagement and relationship management.

Position Requirements

• Strong understanding of financial markets, investment products, and asset allocation strategies.
• Excellent analytical skills and the ability to interpret complex financial data.
• Outstanding communication and interpersonal skills, with a demonstrated ability to build rapport and trust with clients and internal staff.
• Bachelor’s degree from a related field of study, Master’s or MBA preferred
• CFA Charter Holder or working on obtaining CFA designation
• Appropriate FINRA registrations (SIE, Series 7, 66 or equivalent licenses required)
• Minimum of 3 years’ experience in stock analysis and portfolio management
• Strong customer service background with prior experience in sales

Our Employee Benefits package includes:

• Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees/ 50% for dependents
• Health Savings Account, Employee Assistance Program, regular Wellness activities
• 401k with up to a 7.5% match
• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days following first year of service
• WA Paid Sick and Safe Leave
• 10 paid holidays (per NYSE holiday schedule)
• Paid Parental, Bereavement and Jury Duty leaves
• Up to $1,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Home-buyer assistance program
• Free YMCA gym membership
• Free WTA bus pass

Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work in Bellingham, WA.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify.

CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center