Senior Private Bank Portfolio Strategist: Client Impact & Growth
$116k - $216kCOMFORT SYSTEMS
COMFORT SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. This role requires collaboration with the relationship team to ensure a holistic approach to client financial planning. Ideal candidates will have 15 years in investment management and a Bachelor’s degree. The position offers a hybrid work environment and a competitive salary range of $116,000 to $216,000 annually. #J-18808-Ljbffr COMFORT SYSTEMS
$116k - $216k
...Kpb Sr Portfolio Strategist Location: 1301 5th Avenue, Seattle Washington... ...Strategist advises clients on appropriate investment strategies... ...exceeds individual revenue growth goals by sourcing new... ...Interfaces with other Key Private Bank advisors and team members as...SeniorPrivateWork experience placementWork at officeFlexible hours$63k - $95k
...) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in... ...on driving revenue growth among our largest enterprise... ..., support a defined portfolio of enterprise accounts... ...highlight business impact, drive client value, and...SeniorWork experience placementLocal area- ...President, Relationship Manager to lead with impact, balance strategy with service, and build durable client partnerships across commercial and private banking. You will manage high-value... ...delivering tailored financial solutions and sustained growth. #J-18808-Ljbffr...SeniorPrivate
- ...Wealth Management, Private Wealth Management,... ...deep passion for client service and the markets... .... OUR IMPACT Across Wealth Management... ...investment management, banking and comprehensive... ...Management, our growth is driven by a... ...asset movements, portfolio implementations and...SeniorPrivateWork at office
$94k - $175k
...WashingtonJob SummaryThe Sr Fiduciary Strategist is responsible for fulfilling the fiduciary... ...of KeyBank by providing client advisory services to high-net-worth clients... ...beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hours$189.2k - $372.9k
...Summary Private Equity M&A Strategy... ...& Diligence Senior ManagerOur... ...team helps guide clients through their most... ...lasting impact.Join Deloitte as... ...through inorganic growth and value creation... ...evaluate their portfolio and engage in... ...broker-dealers, banks, insurance companies...SeniorPrivateOdd jobWork experience placementLocal area- ...fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive investment strategies. The role emphasizes on-site collaboration...Senior
- Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private... ...investment strategies for complex client relationships, bringing a... ...trends. Support growth of the Private Asset Management... ...together to create lasting impact. Here, every associate can...SeniorPrivateFull timeWork at office
- JPMorgan Chase & Co. is seeking a Private Client Banker for the Wallingford Branch in Seattle,... ...affluent customers, ensuring their complete banking needs are met through proactive... ...comprehensive benefits package to support your career growth. #J-18808-Ljbffr JPMorgan Chase & Co.Full time
- ...Private Client Advisor II Seattle, Washington To proceed with your... ...years of age. Acknowledge ( Bank of America employees are... ...this by driving Responsible Growth and delivering for our clients... ...performance, and how we make an impact in the communities we serve....PrivateWork at officeShift workDay shift
$165k - $345k
...SummaryThe Family Wealth Strategist serves as the lead... ...investible assets. This senior-level role is... ...responsible for prospecting new clients, deepening existing... ..., trust services, and banking solutions. The ideal candidate... ...events.Drive revenue growth through new business...PrivateFull timeWork at officeFlexible hoursNight shift- ...Management, offers U.S. based clients and their advisors the... ...income trades and private investmentsProvide... ...liabilities planning, banking & lending solutions, mortgages... ...account maintenance, portfolio review preparation and... ...sales and deposit growth and have the most-used...SeniorPrivateLocal area
$55k - $90k
...Senior Associate, Alternative Investor Services... ...offshore hedge fund and private equity fund clients. These services... ...How You Will Make an Impact Act as main contact... ...through various Internet banking platforms. Confirm... ...support your wellbeing, growth, and future. Our...SeniorPrivateOngoing contractWork at officeLocal areaShift work$98k - $110k
...seeking a Corporate Strategist to join our... .... We focus on high-impact projects, meeting our clients where they are to uncover... ...complex process mapping portfolios* Understand and... ...including:* Business and Growth Strategy... ...salary pay range for Senior Consultant in Silicon...Temporary workLocal area$105.4k - $207.8k
...Network Security Engineer / Senior Consultant, Strategy, Growth, and... ...passionate about making an impact with lasting change. Delivering... ...expertise, to best support our clients.Our Deloitte Cyber team understands... ...Access (ZIA) and Zscaler Private Access (ZPA) capabilities...SeniorPrivateWork experience placementLocal area$135.6k - $275k
...Portfolio Manager At Bank of America, we are guided by a common purpose... .... Responsible Growth is how we run our company... ...how we deliver for our clients, teammates,... ...learn, grow and make an impact, along with the power... ...a wealth management, private banking and/or trust...PrivateWork experience placementShift workDay shift- ...Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth... ...collaborate with investment teams to optimize portfolios. This role emphasizes client relationships, business...Senior
$150.4k - $390.5k
...delivery of applied AI solutions for private equity clients and their portfolio companies, aligning AI investment... ...on architect and trusted advisor to senior client stakeholders, leading small,... ...Astuteness Communicating With Impact Complex Problem-Solving...SeniorPrivateFull timeSummer holidayImmediate startFlexible hours$156.5k - $230k
Job Description:At Bank of America, we are guided... ...driving Responsible Growth and delivering for our clients, teammates,... ...and how we make an impact in the communities we... ...solutions at the program or portfolio level, to deliver... ...cryptography (e.g., public/private key systems, hashing...PrivateFull timeWork at officeDay shift- ...related revenue streams, including Enhanced Disaster Recovery, Private Cloud, and DynamicScale. You will own the product roadmap and... ..., and the ability to communicate with stakeholders at all levels. This role offers strong growth and impact. #J-18808-Ljbffr Okta, Inc.SeniorPrivate
- ...First Interstate Bank is seeking a Commercial Market President in... ...This role is crucial for driving growth and managing risk through... ...financial solutions for commercial clients. The ideal candidate will... ...commercial banking, strategic portfolio management, and strong...Senior
$130k - $185k
...partner with CEOs, Boards, Private Equity and Governments every... ...turn-arounds, across a broad portfolio of clients and industry sectors. We are... ...Your Key Responsibilities As a Senior Associate/Consultant with EY... ...Pre‑deal strategy including growth assessments (e.g....SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$229.8k - $270.3k
Are you ready to make an impact?West Monroe is seeking a Senior Manager with prior... ...Software & High-Tech and Private Equity clients across the nation. As a... ...while helping drive the growth of the Software & High-... ...platform strategy, product portfolio optimization, product...SeniorPrivatePrivate practiceLocal areaImmediate startFlexible hours$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have... ...), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis),...SeniorPrivatePrivate practiceWork at office$188.25k - $282.47k
...) by handling all investment aspects and client investment inquiries on assigned accounts... ...WMAS Investments’ style, philosophy, or portfolio construction to be approved by the Director... ....Actively represents Washington Trust Bank in community activities and organizations...SeniorFull timeLocal area- ...maintaining high-net-worth client relationships across banking, lending, and investments?... ...contribute to the Bank's growth in a team environment. Job... ...through NMLS notifications may impact your employment with the... ...will build and maintain a portfolio of affluent client...Temporary workWork at officeLocal areaImmediate start
- Nbutexas in Seattle, WA seeks a Senior Assurance Associate to lead critical accounting and finance projects for large, complex... ...and strong Excel skills. This onsite, full-time role offers growth, client impact, and opportunities across industries. #J-18808-Ljbffr NbutexasSeniorFull time
$163.2k - $220.8k
...life sciences, and other growth enterprises worldwide. We... ...well as the venture firms, private equity firms, and investment banks that finance and advise... ...committed to providing our clients with both exceptional... ...we work. We are seeking a Senior Manager to support the execution...SeniorPrivateFull timeImmediate startWorldwide$100k - $196k
...this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial... ..., and structuring of highly complex private banking as well as consumer and mortgage... ...experience underwriting Investor Real Estate clients ~ Strong Investor Real Estate...SeniorPrivateFull timeWork experience placementWork at officeRemote work$175k - $250k
...Alvarez & Marsal Private Equity Performance... ...approach to solving our clients' problems and... ...doers who positively impact our clients and... ...results at their portfolio companies. Our professionals... ...targeting high growth in the next two to... ...companies. Senior Directors frequently...SeniorPrivateFull timePart timeInterim roleFlexible hours
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