
Producing Investment Services Manager
Job Description
The Producing Investment Services Manager operates in a dual role as both a revenue‑producing Investment Officer and the managerial leader responsible for the operational, compliance, and administrative functions of the Investment Services program. This position is accountable for personal production, client relationship management, and business development, while also providing leadership oversight, regulatory compliance, and coordination between Washington Trust Bank and its third‑party broker/dealer. The role is designed to balance sales production, staff oversight, and risk management to ensure the delivery of high‑quality investment services in a compliant, efficient, and client‑focused manner.