Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Family Wealth Portfolio Architect

Keybank, National Association

A prominent financial institution in Cleveland is seeking an experienced investment manager to oversee client portfolios. The role involves advising clients, managing investments, and collaborating closely with relationship teams to meet client objectives. Candidates should have a strong background in investment management and proven sales success, alongside excellent interpersonal skills. This position offers a competitive salary and a supportive work environment with opportunities for career growth. #J-18808-Ljbffr KeyCorp

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Family Wealth Portfolio Architect in Cleveland, OH vacancy
  • $116k - $216k

     ...DescriptionABOUT THE JOB (JOB BRIEF):* Manages and constructs investment portfolios in accordance with client investment goals and objectives.*...  ...is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities.* Position may manage Portfolio... 
    Senior
    Work at office
    Flexible hours

    KeyCorp

    Cleveland, OH
    17 hours ago
  • AE7 is looking for a Senior Architect for our Cleveland Office to work on project work in the region...  ...Hospitality Residential / Multi-Family Residential Mixed-Use Developments Candidates...  ...electronically submit a resume and portfolio to ****@*****.*** with the job... 
    Senior
    Work at office
    Local area

    Ae7

    Cleveland, OH
    4 days ago
  • $171.6k - $392.1k

     ...world. ServiceNow – ServiceNow AI Architect Senior Manager ​In the digital economy, it...  ...success Here, you will serve a wide portfolio of clients - each with their own backgrounds...  ..., Winter/Summer breaks, Personal/Family Care, and other leaves of absence when... 
    Senior
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Cleveland, OH
    3 days ago
  • $171.6k - $392.1k

     ...working world. ServiceNow - ServiceNow AI Architect Senior Manager In the digital economy, it...  ...for success Here, you will serve a wide portfolio of clients - each with their own...  ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when... 
    Senior
    Summer holiday
    Worldwide
    Flexible hours

    Ernst & Young Oman

    Cleveland, OH
    4 days ago
  • A leading architecture firm in Cleveland is seeking a Senior Architect to manage projects and mentor a team. The ideal candidate will have...  ...opportunities. Candidates should submit their resume and portfolio electronically with the job title "Senior Architect - Cleveland... 
    Senior
    Local area

    Ae7

    Cleveland, OH
    4 days ago
  • $98k - $162.5k

     ...and recommendations, and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely...  ...relationships with strategic wealth clients. This role supports responsible...  ...clients—including individuals, family offices, trusts, and specialized wealth... 
    Senior
    Work at office
    Shift work
    Day shift

    NACBA

    Cleveland, OH
    1 day ago
  • $156.37k - $273.6k

     ...Senior Portfolio Advisor, Wealth Management Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...  ...and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles... 
    Senior
    Work experience placement
    H1b
    Local area
    Flexible hours

    Northern Trust

    Cleveland, OH
    7 hours ago
  • $130k - $190k

     ...s Corporate Sector division is currently seeking a Senior IT Specialist - M365 & Active Directory Architect. The preference is for this position to sit at our...  ...benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits... 
    Senior
    Permanent employment
    Local area
    Immediate start
    Relocation

    Eaton

    Beachwood, OH
    17 hours ago
  • $142.6k - $261.5k

     ...ServiceNow - ServiceNow FSO Architect (CTA) Manager – Open...  ...Architect will be the senior technical authority...  ..., you’ll serve a wide portfolio of clients - each with...  ...– FSO Banking and Wealth Management Professional...  ...Summer breaks, Personal/Family Care, and other leaves... 
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Cleveland, OH
    3 days ago
  •  ...Description Job Description We are looking for an experienced Senior Wealth Advisor to serve clients by delivering thoughtful guidance...  ...goals, and comfort with risk in order to recommend tailored portfolio allocations and planning strategies. • Carry out investment... 
    Senior

    Robert Half

    Beachwood, OH
    22 days ago
  • $146.88k - $220.32k

     ...would love to have you join us! Job Description As a Senior Agentic AI Architect/Engineer , you will be a technical leader within our AI...  ...this or other roles. This position is part of a job family. Experience will be the determining factor for position level... 
    Senior
    Work experience placement
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Rockwell Automation

    Cleveland, OH
    2 days ago
  • $146k - $215k

     ...Eaton's Global Real Estate (GRE) team is seeking a Senior Manager, Real Estate Portfolio Strategy, to help shape and deliver Eaton's global real estate...  ...benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as... 
    Senior
    H1b
    Work at office
    Local area
    Visa sponsorship

    Eaton

    Beachwood, OH
    1 day ago
  • $90k - $150k

    A reputable firm in Cleveland, OH is searching for a Senior Lifecycle Management Solutions Architect to engage with enterprise clients and develop comprehensive lifecycle management solutions. Candidates should possess 8+ years of relevant experience and demonstrate expertise... 
    Senior

    Gilder Search Group

    Cleveland, OH
    3 days ago
  • A leading design consultancy in Cleveland seeks a Senior Workplace Strategist to collaborate with diverse clients, enhance the built environment, and lead innovative office design projects. The ideal candidate has over 12 years of experience, strong analytical skills,... 
    Senior
    Work at office

    Vocon Design - Cleveland, OH

    Cleveland, OH
    1 day ago
  • Ernst & Young Oman is seeking a candidate for a role focusing on SAP technology integrations. Responsibilities include collaborating with clients, designing user interfaces, and writing maintainable code. The ideal candidate will have a bachelor's degree and 2-4 years of...
    Senior

    Ernst & Young Oman

    Cleveland, OH
    2 days ago
  • $87.4k - $293.8k

    Accenture is seeking a Senior Advanced AI Architect in Cleveland, Ohio. This role involves designing comprehensive AI architectures for platforms engaged in various cloud environments. Candidates should have at least 5 years of experience in AI solutions and cloud technologies... 
    Senior

    Accenture

    Cleveland, OH
    2 days ago
  • A data and AI company is seeking an AI Strategist to bridge business strategy and AI for major clients. You will lead business development, develop AI roadmaps, and mentor teams for effective implementation. Candidates should have 10-15 years of strategy experience with...
    Senior

    Further Ventures

    Cleveland, OH
    3 days ago
  • Ernst & Young Oman is seeking a Senior Consultant in Transformation Architecture and Delivery to support strategic transformation initiatives. The role involves setting up transformation management structures, collaborating with clients, and delivering business architecture... 
    Senior

    Ernst & Young Oman

    Cleveland, OH
    2 days ago
  • A technology solutions provider in Cleveland, Ohio is seeking an experienced SAP ABAP Developer. The role involves reviewing technical designs, recommending process improvements, and providing customer support throughout projects. Candidates should have extensive experience...
    Senior

    TechDigital Group

    Cleveland, OH
    3 days ago
  •  ...In this role, you will be responsible for the program-level architecture of Duck Creek solutions, collaborating with enterprise architects, managing risks, and ensuring the development of cost-effective, scalable solutions. The position emphasizes technical leadership... 
    Senior

    Datum Technologies Group

    Cleveland, OH
    2 days ago
  • A leading automotive software solutions provider is seeking a Senior Identity & Access Architect. The ideal candidate will design and implement enterprise-scale identity platforms ensuring secure access across environments. Responsibilities include architecting authentication... 
    Senior
    Remote job

    OEConnection LLC

    Cleveland, OH
    3 days ago
  • A leading geospatial solutions provider is seeking a Lead GIS Architect in Cleveland, Ohio. This role involves designing and implementing enterprise GIS solutions while engaging in business development efforts. The ideal candidate should have over 10 years of experience... 
    Senior

    Trc Companies, Inc.

    Cleveland, OH
    4 days ago
  • $104.8k - $192.2k

     ...enhance user experience and reduce risk through robust identity solutions. You'll work with Microsoft Entra and Saviynt technologies, architecting identity governance solutions and supporting RBAC models. Ideal candidates have 3-5 years of experience and a bachelor's degree.... 
    Senior
    Flexible hours

    EY

    Cleveland, OH
    1 day ago
  •  ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager...  ...Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives. Collaborate... 
    Senior
    Flexible hours

    Lido Advisors, LLC

    Cleveland, OH
    4 days ago
  • $110k - $125k

     ...Job Description Job Description Senior Tax Associate - Corient (wealth management) Location: Shaker Heights. OH Compensation - $110,000-$12...  ...size fool you. Our Shaker Heights office has been serving families since 1996. We're a tight-knit team of 25-28 people who... 
    Senior
    Temporary work
    Work at office
    Local area

    Corient

    Beachwood, OH
    24 days ago
  • A prominent architectural firm in Cleveland is seeking a Senior Architect to lead and grow their Healthcare Market Sector. The role involves establishing the firm as a leader in healthcare architecture, maintaining client relationships, and directing business development... 
    Senior

    Ae7

    Cleveland, OH
    4 days ago
  • $128.6k - $192.9k

     ...to become the world’s leading integrated design practice. Our architects, engineers, interior designers, consultants, sustainability specialists...  ...Our Building Specialty Services group is seeking a Senior Leader to join and guide our team, providing excellence in business... 
    Senior
    Full time
    Contract work
    For contractors
    Work at office

    Stantec

    Cleveland, OH
    4 days ago
  • A leading global consulting firm is seeking a ServiceNow AI Architect Senior Manager in Cleveland, Ohio. You will lead transformation teams, manage client engagements, and provide innovative AI solutions. The role requires strong technical and interpersonal skills, a minimum... 
    Senior
    Remote work

    Ernst & Young Oman

    Cleveland, OH
    2 days ago
  • Liberty Personnel Services, Inc. is seeking a Project Architect to lead corporate office and workplace projects in Cleveland, Ohio. This role involves overseeing projects from programming to construction administration, serving as the primary contact for clients, and ensuring... 
    Senior
    Work at office

    Liberty Personnel Services, Inc.

    Cleveland, OH
    17 hours ago
  • $142.6k - $261.5k

    Ernst & Young Oman is seeking a Technology Analysis Manager in Cleveland, Ohio, to bridge business needs with technical solutions. This role involves analyzing business models, leading project governance, and evaluating technology solutions. Candidates must have a Bachelor...
    Senior

    Ernst & Young Oman

    Cleveland, OH
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Family Wealth Portfolio Architect. Be the first to apply!