Regional Sales Director, Managed Portfolios for Advisors
Morningstar
Morningstar Wealth is seeking a Regional Sales Director to drive adoption of Morningstar Platform and Managed Portfolios among Financial Advisors in the Pacific Northwest. The territory includes California, Seattle, and Arizona, and candidates may live anywhere in these regions. You will cultivate relationships with independent broker-dealers and RIAs, conduct group and one-on-one meetings, and collaborate with a sales consultant to maximize territory coverage. #J-18808-Ljbffr Morningstar
$164.6k - $225k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...leading technology and exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern Trust’s...SuggestedFull timeH1bWork at officeWorldwideFlexible hours$89.8k - $109.17k
...JOB DESCRIPTION Job Title: Portfolio Manager Effective Date: 3/24/2026 Reports to: Real Estate Director Pay Range: $89,796.03 - $109,167.18 Status:☒ Full Time ☐ Part Time ☒ Regular ☐ Temporary FLSA: ☒ Exempt ☐ Non-Exempt Job Summary: The...SuggestedPermanent employmentFull timeContract workTemporary workPart timeFor contractorsFor subcontractorWork at officeNight shift- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic...SuggestedFull timeWork experience placementWork at office
$78k - $140k
...range of investment banking, securities, wealth management and investment management services. With offices... ...management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their...SuggestedTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$80k - $95k
...Portfolio ManagerJoin a mission-driven, fast-growing team! Seattle, WA | Full-Time | $80,000-$95,000/yearAbout UsArboreal Management is the property management arm of Great Expectations, a fast-paced, mission-driven real estate investment firm focused on providing affordable...SuggestedFull time- Brex is seeking a Director of Credit Risk to lead the underwriting and portfolio management for our commercial customers. Reporting to the Chief Credit Officer, you will... ...supporting growth. You will collaborate across Sales, Customer Success, Product, Operations,...
- Under the supervision of the Director of Investments, works as a partner... ...and the WMAS Relationship Managers (RMs) by handling all... ...relationships after initial sale has been made. Participates with... ...Investments’ style, philosophy, or portfolio construction to be approved...Full timeLocal area
- ...Job Description Job Description VP – SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management... ...to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition to portfolio...Work at office
$70k - $140k
...range of investment banking, securities, wealth management and investment management services. With offices... ...management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$135.6k - $275k
Portfolio Manager - High Net Worth Client Manager Responsible Growth and an inclusive workplace: this role serves as the investment quarterback for complex high net worth and ultra‑high net worth client relationships, managing discretionary portfolios and providing advisory...Day shift$155.19k - $299.39k
About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce solutions inside... ...(Advanced Admin, Service Cloud, Data Cloud, Sales Cloud, or Agentforce Specialist). When you join Salesforce...$155.19k - $299.39k
About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI... ...Strategic Builders - customer‑facing advisors who shape AI strategy, define use cases... ...Admin, Service Cloud, Data Cloud, Sales Cloud, or Agentforce Specialist). Benefits...Immediate start$70k - $140k
...range of investment banking, securities, wealth management and investment management services. With offices... ...management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit. Position Summary The Team Lead, Commercial Portfolio Manager is responsible for overseeing a team of commercial portfolio managers while managing a portfolio of high-value commercial...Full timeWork at officeWork from home
- ...Opportunity Employer. All on-site property management positions require criminal background... ...provides management services for our own portfolio and other owners. Combined, we manage a... ...memoranda from the Legacy corporate and regional offices. This is a remote/ hybrid position...Contract workLocal areaImmediate startRemote workWork from home
$240k - $270k
...with us at Crusoe. About the Role: Sales can't sell what they can't explain. As... ...produces and synthesize it into a coherent portfolio story, then translate that story into... ...narrative using Command of the Message (Force Management), keeping the cross-product story...Temporary work- ...inquiries on assigned accounts, acting as the primary contact for fully managed accounts and supporting RM teams to grow and deepen client relationships. The role requires 7-10 years of portfolio management experience, strong communication, and a solid grasp of investment...
- Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies... ...example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). ______...Full timeWork at office
$80.17k - $90k
Apartment Management Consultants (AMC) is a leader in the property... ...currently seeking a Full‑Time Portfolio Operations Support Manager.... ...link between on‑site teams and regional leadership by supporting... ...- including free financial advisors and employer match 9 paid holidays...Full timeTemporary workPart time- ...partnering closely with Product and Engineering, Sales, Partnerships, Demand Generation and... ...narrative across Stripe's full product portfolio. This is a new role with the opportunity... ...Keep things organized. You are able to manage highly interdependent, complex projects and...
$115.6k - $160k
...worldwide to support Amazon Leo's satellite constellation. The Portfolio Management team owns the lease and fiber agreement lifecycle across... ...process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting...Permanent employmentContract workRemote workWorldwideFlexible hoursShift work- Chief Seattle Club is seeking a Portfolio Manager to oversee housing properties, ensure safety and compliance, and lead the property management team across facilities. The role coordinates with staff, contractors, and partners to sustain housing stability and program success...For contractors
$130k - $185k
...seeking a Senior Marketing Manager to own how our product portfolio comes to life across AWS.com... ...- Experience working with Director+ stakeholders across product, marketing, and sales organizations- Experience using... .... If the country/region you’re applying in isn’t listed...InternshipLocal areaFlexible hours$100k
Expeditors in Bellevue, Washington is seeking a Project Manager, Real Estate to manage their real estate portfolio across the U.S. and Canada. The ideal candidate will have 5+ years of experience in real estate portfolio management, with strong strategic thinking skills...$110k - $159.5k
...relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves:The Portfolio Energy & Strategy Manager will serve a single client as a member of a large, global sustainability team. Reporting to the Americas...Full timeLocal area- As a Vice President, Payments Sales Manager within the Corporate Sales team, you will be responsible for growing and managing strategic... ...needs.In this individual contributor role, you will own a client portfolio, lead business development efforts, deepen senior client...
$160k - $210k
...important metrics, objectives, and key results. The role also manages P&L, performance reporting, and key growth initiatives across the... ...(formerly HAVI), a privately held enterprise with a diverse portfolio of operating companies, including HAVI Supply Chain, tms, and Continental...Full timeSeasonal workLocal area$121.2k - $163.9k
...looking for a Senior Vendor Manager (SVM). The SVM will be responsible... ...for managing a selection portfolio and end to end relationship with... ...Amazon Business, marketing, sales, supply chain, compliance and... ...information. If the country/region you’re applying in isn’t...Flexible hours$154.56k - $278.88k
...quality and reliabilitySet negotiation and portfolio strategy that ties directly to financial... ..., Technology, Engineering, Supply Chain Management, or related fieldExperience:7+ years... ...eligible for an annual bonus or periodic sales incentive or bonus, based on their role....Full timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. The ideal candidate will have at least 15 years of...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Sales Director, Managed Portfolios for Advisors. Be the first to apply!
- territory account manager Seattle, WA
- area sales manager Seattle, WA
- district sales manager Seattle, WA
- regional sales manager Seattle, WA
- regional sales director Seattle, WA
- territory sales manager Seattle, WA
- territory manager Seattle, WA
- regional sales manager food Seattle, WA
- resident advisor Seattle, WA
- advisor Seattle, WA



