About this role
Sr Portfolio Manager- Trust at Baird. Location: Seattle, Washington, United States. Role: managing portfolios, serving clients, developing business Requirements: 10+ years portfolio management experience in banking or securities, four-year degree in finance-related field, Series licenses (SIE, 7, 63/65/66), CFA/CFP preferred, fiduciary and investment policy knowledge, strong client communication. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English