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
...Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs... ...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- KeyBank is seeking a Sr Portfolio Strategist in Seattle who will advise clients on investment strategies and customize portfolios to meet their unique needs.... ...comprehensive client service and exceeding revenue growth goals. The ideal candidate will have significant experience...SeniorPrivate
$81.7k - $135k
...– Sales and Use – Senior Will you shape... ...for both public and private entities. You’ll... ...targets, which directly impact your immediate... ...through daily client interaction and exposure... ...an evolving portfolio of complex tax operations... ...and business growth, solution development...SeniorPrivateSummer holidayImmediate startFlexible hours- ...an advanced SME to lead strategic initiatives and manage complex client workstreams in Seattle. This role will focus on retaining and... ...key relationships, driving long-term satisfaction and business growth through strategic planning and issue resolution. With 7+ years of...Senior
$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- 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... ...a hybrid work model, combining in-office and flexible working days. #J-18808-Ljbffr U.S. BankPrivateWork at officeFlexible hours
- Client Associate At J.P. Morgan Advisors Unlock... ...to career growth and mobility, you'... ...service will directly impact our clients' financial... ...income trades and private investments... ...liabilities planning, banking & lending... ...account maintenance, portfolio review preparation...SeniorPrivateLocal area
$100k - $196k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial... ..., underwriting, and structuring of highly complex private banking as well as consumer and mortgage...SeniorPrivateWork experience placementWork at office$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- ...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
- ...your potential as a Client Associate at J.P.... ...to career growth and mobility, you'... ...service will directly impact our clients’ financial... ...trades, and private investments. Provide... ...liability planning, banking & lending solutions... ...maintenance, portfolio review preparation...SeniorPrivateLocal area
$100k - $275k
...About Bank of America At Bank of America, we are guided... ...this by driving Responsible Growth and delivering for our clients, teammates, communities and... ..., and how we make an impact in the communities we serve... ...access to the full array of Private Bank and the bank's capabilities...PrivateWork at officeShift workDay shift- 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
$135.6k - $275k
...Description: At Bank of America, we are... .... Responsible Growth is how we run our... ...we deliver for our clients, teammates, communities... ...grow and make an impact, along with the... ...manage investments. Portfolio Managers (PMs) can... ...wealth management, private banking and/or...PrivateWork experience placementShift workDay shift$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$175k - $210k
...unlock sustainable growth. YOU ARE A strategy... ...market signals and client pain into... ...About The Role The Senior AI Strategist plays a pivotal role... ...shaping Cognizant’s AI portfolio by designing high‑impact AI offerings, building... ...target industries (banking, healthcare payer,...SeniorTemporary work- 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... ...competitive salary, benefits, and growth opportunities. #J-18808-Ljbffr...Senior
- ...respected financial institution expanding its Private Banking team across the Western United States.... ...develop relationships with affluent clients, manage loans and treasury needs, and... ...will have the autonomy to grow your portfolio, cultivate referral partnerships, and provide...SeniorPrivate
- ...influential companies. As a Senior Principal Software... ...innovate for business impact, lead the strategic... ...and technology portfolios, and remain at the forefront... ...and government clients under the J.P. Morgan... ...leader in investment banking, consumer and small business...SeniorPrivate
$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$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- 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
$30 per hour
...and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide... ...trusts, family partnerships, private foundations, and charitable vehicles....SeniorPrivateWork at officeRemote work$116k - $136.5k
Senior Consultant, Finance Transformation Chicago... ...you ready to make an impact? West Monroe is seeking... ...while helping clients translate strategy into... ...enterprise strategy, growth objectives, and value... ...Utilities, Insurance, Banking, and/or Private Equity. Commitment to...SeniorPrivateWork at officeLocal areaImmediate startFlexible hours$10 per hour
...financial advice to your clients, then a role as a... ...Manager Senior (BRM) Acquisition... ...banker in Business Banking, you'll be developing... ...developing and managing a portfolio of large... ...60 prospects in a growth/expansion stage with... ...partnership with Private Bank, Asset Wealth...SeniorPrivateWork experience placementWork at office$116k - $216k
...Washington Job Summary: The Senior Relationship Manager... ...Trusted Advisor for clients and prospects who are... ...traditional bank products and capital... ...through profitable revenue growth, active portfolio management and strong... ..., syndications, private equity, subordinated...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$79.61k - $168.59k
...thereby creating new pathways for growth. In this ever-changing market... ...be your whole self, have an impact, advance your skills, deepen... ...KPMG is currently seeking a Senior Associate, Infrastructure... ...project types for both public and private clients Master's degree from an...SeniorPrivateFull timeContract workH1bLocal area$175k - $250k
...Description Alvarez & Marsal Private Equity Performance Improvement Senior Director:... ...approach to solving our clients' problems and... ...doers who positively impact our clients and... ...operating results at their portfolio companies. Our... ...business targeting high growth in the next two to...SeniorPrivateFull timePart timeFlexible hours- ...Senior Associate Vice President, Account Manager, Sports & Gaming Client Focus About the Company Leading outsourcing... ...and logistics banking and financial... ...tasked with driving growth, managing key relationships... ...across the company's portfolio. This role is pivotal...Senior
$175k - $250k
Description Alvarez & Marsal Private Equity Performance Improvement Senior Director:... ...approach to solving our clients' problems and... ...doers who positively impact our clients and... ...operating results at their portfolio companies. Our... ...business targeting high growth in the next two to...SeniorPrivateFull timePart timeFlexible hours
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