Client Portfolio Manager

D.A. Davidson is seeking a Client Portfolio Manager in Great Falls, MT, to serve nonprofit, endowment, corporate, insurance, and charitable trust clients. The role involves managing investment portfolios, collaborating with business development and operations teams, and delivering exceptional client service. Ideal candidates should have a finance-related degree, 5+ years of relevant experience, strong communication skills, and a collaborative mindset. This position is focused on client service and business growth.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.





Davidson 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.





Summary:


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 field
5+ years of experience in financial services, insurance, banking, or nonprofit leadership
Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
Strong understanding of investment strategies and best practices for institutional and nonprofit clients
Excellent organization and proficiency with Client Relationship Management systems
High proficiency in Microsoft Office
Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
Detail-oriented with a strong sense of ownership and accountability
Collaborative mindset with a commitment to contributing to team success.





Duties:


Provide exceptional client service to institutional clients of the firm


o Prepare and present to boards of directors and other decision makers


o Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, performance, and potential enhancements


o Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs


o Monitor client portfolios to ensure ongoing compliance with Investment Policies


Implement investment strategies for clients that align with their objectives and risk tolerances
Prospect, pitch, and convert new institutional clients to our firm’s services
Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients
Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
Perform any other duties and special projects as necessary Adhere 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:


o Curiosity (avoid becoming defensive and remaining open to learning)


o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)


o Candor (engaging in courageous truth-telling to increase power and speed in decisions)


o Awareness (tapping every emotional and intuitional resource for decisions)


o Passion (discovering and allowing people to do what they do best)


o 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 Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson 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.



ACKNOWLEDGMENT


Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.