Wealth Manager

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.

Qualifications

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.

 

The annualized base pay range for this role is expected to be between $150,000-$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

Badgley Phelps Wealth Managers is part of the Focus Financial Partners’ network firm community. As part of the partnership, Badgley Phelps remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.