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
- Morningstar Wealth is seeking a Regional Sales Director for the Pacific Northwest to drive relationships with financial advisors and promote Morningstar Platform and Managed Portfolios. You will work with a data-driven team to expand advisor adoption across the region...SuggestedWork at office
$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$115.6k - $160k
We're seeking a Portfolio Manager to transform how our Tax organization operates. You'll lead the strategic planning cycles, prioritization... ...onboarding process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your...SuggestedFlexible hoursShift work$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$150k - $180k
...of our distinctive investment management capabilities, we provide a... ...long-only and long/short equity portfolios that allow, among other... ...distribution teams to educate advisors, prospects, and investment platform... ...to execute and effective sales strategy.Support Distribution...SuggestedFull timeWork at officeFlexible hours$188.25k - $282.47k
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- 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,...
- ...Job Description Job Description Job Summary The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio... ...necessary on Team’s loan portfolio Participate in team sales calls and attend external events and activities in a...Work experience placementWork at officeLocal area
$50k
...services company in Seattle is seeking an Automotive Floorplan Portfolio Manager to manage and develop a portfolio of automotive dealerships.... ...entails building relationships with dealerships, driving sales, and managing risks effectively. Ideal candidates should possess...Remote job- ...Portfolio Manager In Person Arboreal Management is a mission-driven property management company focused on affordable and workforce housing in the Pacific Northwest. We've grown quickly to manage over 5,000 homes with integrity, care, and a commitment to long-term community...Immediate start
$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$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$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$155.19k - $299.39k
...duplicating efforts. Job Category Sales Job Details About... .... Salesforce is hiring a Portfolio Leader to directly manage and grow a team of... ...Builders - customer-facing advisors who shape AI strategy, define... ...labor markets across various regions. The typical base salary...Immediate start$150k - $200k
...families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding... ...SUMMARY The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities...Work at office- UW Medicine IT Services is seeking a Portfolio Manager to lead programs and projects that span its business units in collaboration with Fred Hutch. The role emphasizes initiating efforts, delivering outcomes, and coordinating dashboards for senior leadership. You will guide...
- SIXGEN is seeking a Portfolio Director to lead a portfolio of Federal Civilian programs, ensuring on-time, on-budget delivery and high-quality outcomes. You will manage a team of Program Managers, serve as the executive point of contact for government customers, and balance...
- ...Portfolio Manager / Associate Portfolio Manager We are seeking a collaborative, innovative, and motivated individual who brings a unique perspective and a strong commitment to learning and contributing. Joining our Overlay Solutions Portfolio Management team means you...Visa sponsorship
- Posted on February 14, 2020 Description Seattle-based Vulcan Inc. is looking for an experienced Associate Philanthropy Portfolio Manager to join our Philanthropy team. …..someone with experience managing complex philanthropic projects and a passion to make a difference...Work experience placementLocal area
- 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
$116.8k - $160k
Amazon Web Services is seeking a Portfolio Manager to join the ADC Design Engineering organization, serving as the central point of accountability... ...process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your...For contractorsWork at officeFlexible hours$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- Arboreal Management in Seattle, WA seeks a Portfolio Manager to oversee the property portfolio across multiple buildings. You will lead leasing, pricing, compliance, and maintenance to drive resident satisfaction and performance. You’ll mentor leasing, admin, and maintenance...
- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business...Full timeWork experience placementWork at officeRemote work
- ...Job Title We are looking for bright, driven, and thoughtful candidates to join our dynamic portfolio management team and to build a rewarding investment management career! This position will provide opportunities to work side-by-side with portfolio managers across...Visa sponsorship
- Job Description We are looking for bright, driven, and thoughtful candidates to join our dynamic portfolio management team and build a rewarding investment management career at Russell Investments. You will work side‑by‑side with portfolio managers across our global financial...Visa sponsorship
$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...- ...A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team. This is a strategic role... ...in a client facing role working alongside Client Advisors in Seattle, as well as across the firm. In addition...Work at office
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