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
- KeyCorp seeks a Senior Portfolio Strategist in Seattle, Washington, to provide expert investment strategies tailored to client needs. This role emphasizes collaboration with the relationship... ...advice and achieving revenue growth. The ideal candidate will have over 15...Senior
$116k - $216k
...Washington Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment... ...Meets or exceeds individual revenue growth goals by sourcing new opportunities... ...advisor. Interfaces with other Key Private Bank advisors and team members as necessary...SeniorPrivateWork experience placementWork at officeFlexible hours- ...Client Associate Unlock your potential... ...commitment to career growth and mobility, you'... ...will directly impact our clients' financial... ...income trades and private investments... ...liabilities planning, banking & lending solutions... ...account maintenance, portfolio review preparation...SeniorPrivateLocal area
$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- ...A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...PrivateWork at officeFlexible hours
$100k - $275k
...financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and... ...solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive...SeniorPrivate$78k
...measured by positive impact—guides... ...is to facilitate private resources to enhance... ...exciting opening for a Senior Research Strategist. This is a full-... ...fundraiser clients in one or more... ...prospecting plans, portfolio prioritization... ...professional growth and the chance to...SeniorPrivatePermanent employmentFull timeWork at officeRemote workShift work- ...Client Associate At J.P. Morgan Advisors... ...commitment to career growth and mobility, you'... ...service will directly impact our clients'... ...income trades and private investments Provide... ...planning, banking & lending solutions... ...account maintenance, portfolio review preparation...SeniorPrivateLocal area
$104k - $222k
...Senior Vice President, Private Banking We're seeking a future team member for... ..., you'll make an impact in the following ways... ...managing and growing client banking relationships... ...a focus on revenue growth and retention. Serve... ...for assigned client portfolio. Work with other...SeniorPrivateTemporary workWork experience placementLocal areaFlexible hours$143k - $215k
Slalom Build in Seattle is seeking a Senior Sales Executive dedicated to their Public and Social Impact industry portfolio. This role involves creating demand, expanding client relationships, and leading the sales process effectively. The ideal candidate will have a proven...Senior- ...Our client is seeking a Senior Client Relationship Manager, Vice President... ...broker-dealers, bank trust platforms, financial... ...advisors incorporate private markets and other... ...into client portfolios. The role will report... ...and broader business growth. Conduct regular in-market...SeniorPrivate
$103.1k - $188.9k
...with a range of clients from our most... ...entrants across Banking and Capital Markets... ...Delivery and Growth Engine because... ...EY's FSO EDGE Private practice provides... ...With a diverse portfolio of interesting... ...you'll make an impact on some of the... ...relationship matters to senior management and...PrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...deep passion for client service and the markets... ...management, banking and comprehensive... ...Wealth Management, our growth is driven by a... ...Goldman Sachs Private Wealth Management... ...solutions, directly impacting the financial success... ...asset movements, portfolio implementations and...SeniorPrivateWork at office
$76k - $125.3k
...by side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets, Wealth... ...Delivery and Growth Engine because this team... ...facets of hedge fund, private equity fund and mutual... ...responsibilities A senior analyst in FSO EDGE WAM...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$135.6k - $275k
Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10-15 years of experience...Senior- 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
$100k - $275k
About Bank of America At Bank of America, we are guided by... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...performance, and how we make an impact in the communities we... ...access to the full array of Private Bank and the bank's...PrivateWork at officeShift workDay shift$94k - $175k
...Washington Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the... ...responsibilities 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...SeniorPrivateWork experience placementWork at officeLocal areaFlexible hours$75k - $125k
...leading global investment firm in Seattle is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals for high net worth clients. The ideal candidate...Private$141.7k - $202.7k
Senior Cybersecurity Sector Engagement Lead The... ..., and business impact. Lead engagement with... ...engagement, public‑private partnerships, or industry... ...Customer and Client Focus Cyber Security... ...to the sustainable growth of our business and... ...: #J-18808-Ljbffr Bank of AmericaSeniorPrivateShift workDay shift- ...Brandner Communications is seeking a Senior Digital Marketing Manager to lead digital marketing strategies and optimize... ...closely with account managers and creative teams to deliver impactful solutions, ensuring clients achieve their marketing goals. If you have over 5 years...Senior
$75k - $100k
...meaningful relationships with leaders in private-sector and purpose-driven organizations?... ...inbound leads? Is excited about connecting client-side changemakers with the right human-... ...grow expertise Passionate about making an impact Mission for This Role Diversify Anthro-Tech...PrivateImmediate start$165k - $345k
...Summary The 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...PrivateWork experience placementWork at officeFlexible hoursNight shift- ...that enhance brand consistency and effectiveness across a complex portfolio. The ideal candidate has over 6 years of brand management... ...strategies at the VP level. Join a team dedicated to leveraging brand as a growth engine. #J-18808-Ljbffr Amazon Web Services, Inc.Senior
- ...A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivate
- ...WaFd Bank is seeking a Senior Commercial Portfolio Manager in Seattle. The successful candidate will manage existing... ...various banking colleagues to enhance client services. The ideal candidate will... ...a competitive salary, benefits, and growth opportunities. #J-18808-Ljbffr...Senior
$75k - $105k
...Job Description Senior Associate, Private Markets Fund Accounting... ...and real asset clients, including managing capital... ...How You Will Make an Impact: Deliver... ...accruals, etc. Perform bank reconciliations and... ...your wellbeing, growth, and future. Our benefits...SeniorPrivateOngoing contractWork at office- JPMorgan Chase & Co. is seeking a Private Banker in Seattle, WA, responsible for advising... ...over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree... ...investments, financial planning, and an excellent client experience focus. Candidates should also...Private
$180k - $260k
...Washington Job Summary The Senior Relationship Manager... ...Trusted Advisor for clients and prospects who are... ...includes traditional bank products and capital... ...profitable revenue growth, active portfolio management and a... ...management, syndications, private equity, subordinated...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeNight shift$116k - $216k
...KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate... ...financial plans, and delivering impactful presentations. A hybrid work model is...SeniorPrivate
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