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Institutional Portfolio Manager: Client & Strategy
Job in
Great Falls, Cascade County, Montana, 59404, USA
Listed on 2026-06-26
Listing for:
Make Choteau Home
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
D.A. Davidson Companies in Great Falls, Montana is seeking a Client Portfolio Manager. This crucial role focuses on serving nonprofit, corporate, and institutional clients while fostering exceptional investment portfolio management.
The ideal candidate will have over 5 years in financial services and a bachelor’s degree in finance or business. With strong communication skills and a passion for mission-driven investing, you’ll collaborate across teams to enhance client experiences and drive business growth.
The role offers competitive salary and benefits, including medical, 401(k) contributions, and professional development opportunities.
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