Senior Investment Client Portfolio Manager
Watrust
Washington Trust Bank seeks a senior investment professional to partner with the WMAS Investments Team in Bellevue. You will handle all investment aspects and client inquiries on assigned accounts, acting as the primary contact for fully managed accounts and supporting RM teams to grow and deepen client relationships. The role requires 7–10 years of portfolio management experience, strong communication, and a solid grasp of investment strategies, with compliance and mentoring duties as part of #J-18808-Ljbffr Watrust
- ...supervision of the Director of Investments, works as a partner with the WMAS... ...Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on... ...Investments’ style, philosophy, or portfolio construction to be approved by...SeniorFull timeLocal area
- Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management...SeniorFull timeWork at office
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorFull timeWork experience placementWork at office
$130k - $185k
The North America Portfolio Strategy & Planning team is looking for... ...talented marketing planning manager with a background in combining... ...responsibilities• Develop Amazon marketing investment strategies that optimize the... ...quality written documents to senior leadership inside the company...SeniorTemporary workInternshipLocal areaFlexible hours$106.4k - $203.6k
...Business Development & VenturesDiscipline: Portfolio DevelopmentCompany: MicrosoftOverviewM12... ...capital arm, focused on early-stage investments in AI covering developer, security,infrastructure... ...AI innovation.As aPortfolio Development Manager specializing in AI Infrastructure, AI...SeniorOngoing contractFull timeWork at officeLocal area3 days per week- ...distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth... ..., ensuring alignment with client objectives and contributing to...Senior
- Freestone Capital Management in Seattle seeks a proactive Portfolio Manager to oversee our equity and fixed income platform within the Investment Team. You will lead portfolio construction, performance... ..., while collaborating with client advisors, operations and...Senior
$135k - $185k
...permitted by law. At Russell Investments, salary is just one part of... ...Russell Investments’ Customized Portfolio Solutions (CPS) team means... ...that help institutional clients manage risk, improve portfolio implementation... ...objectives. The Senior Portfolio Manager, Overlay Solutions...SeniorFull timeVisa sponsorship- A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team. This is a strategic role for an experienced... ...align investment strategies with complex client objectives. The PM is a key part of the Seattle...SeniorFull timeWork at office
- Dhaka Technologies Limited Company is hiring a Master Program Manager to lead project management, reporting, and delivery oversight across the web team portfolio for the DC government client. The portfolio includes the dc.gov redesign and related sub projects such as design...Senior
$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- King County seeks a Term-Limited Coordinated Portfolio Manager (Project/Program Manager IV) to join the Coordinated Portfolio Management team within the Capital Division in Seattle. This role supports planning, prioritization, and development of Metro’s Capital Improvement...Senior
- Carta Healthcare seeks a Technical Senior Manager, Tax in Seattle to lead the tax team and enhance tax delivery through automation. In this... ...will collaborate with product and engineering to improve the client experience and manage a team dedicated to tax services. The ideal...Senior
- JPMorgan Chase in Bellevue, WA seeks an experienced Private Client Relationship Manager to lead high-net-worth client engagements and develop a bespoke financial planning approach. You will build long-term banking and lending relationships, present the value proposition...Senior
$191.5k - $277.2k
About the Role:Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee...SeniorFull timeWork at officeRemote work$100k - $145k
...financial condition of borrowing clients and take necessary action to... ...with the Relationship Manager as the point of contact for the... ...loan deals and quality of the portfolio, and developing problem loan... ...memoranda for review and approval by Senior Management and credit...Full time- Deposely is seeking a Senior Channel Success Manager in Bellevue to bridge our product and key channel partners: Court Reporting Agencies. You’ll... ...and commercial readiness for selling Deposely to law firm clients. Lead onboarding, enable sales teams, and drive strategic...Senior
- TEKsystems in Bellevue, WA, is seeking a Sr Project Manager to lead a high-profile CRM transformation and implementation. The role requires establishing governance, driving execution across multiple workstreams, coordinating vendors and stakeholders, and delivering executive...Senior
$113.92k - $142.4k
...finished products industry. Primary Purpose:The primary responsibility of the Product Manager is to manage, optimize, and grow ChemPoint product lines in accordance with supplier investment and objectives and ChemPoint’s strategic aims. What You'll Do:Acts as liaison and...Work experience placement$151k - $302.5k
...AmericaJob Type: RegularCategory: Client Management & SalesIndustry: Real... ..., part of our People and Investments business at Marsh. This role... ...a week in the office.As a Senior Client Relationship Manager... ...ll rely on you to manage a portfolio of large/jumbo client accounts...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...About the teamStripe's Customer Success Managers (CSM) oversee the post-sales lifecycle for... ...they realize the maximum value of their investment. This partnership drives user success,... ...requirements• 6+ years of experience in a client-facing role in Enterprise relationship...Senior
$156.48k - $282.24k
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures... ...employees!This role coordinates and manages processes and communications... ...across a broad product portfolio. It leads cross-functional programs... ...Conduct regular reviews with senior leaders and stakeholders to...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...hybrid schedule, coming into the office two days per week. Otherwise, this role is remote.Position SummaryPosition SummaryThe Senior Program Manager, leads enterprise-level enablement efforts that support the execution, adoption, and scale of Liberty Mutual’s employee...SeniorFor contractorsWork at officeLocal areaRemote work2 days per week
- ...employees of SIHB effectively manage their own work and the work... ...care. Position Summary: The Senior Grants Manager (Sr. GM) will... ...This position will oversee a portfolio of mainly federal and state-funded... ..., subordinates, colleagues, clients/patients, and the community...SeniorWork at office10 hours per weekShift workAfternoon shift
$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 complex customer environments. This is a hands‑on leadership role for someone who can drive engineering excellence...Immediate start$82.7k - $140k
...partnerships on Amazon's retail platform. As a Senior Customer Success Manager, you'll independently manage... ..., fostering greater engagement and investment• Build sustainable, efficient e-... ...Bachelor's degree- • 4+ years of vendor or client facing experience in Account...SeniorFlexible hours$135.2k - $234.15k
The OpportunityWe're looking for a Senior Creative Cloud Customer Success Manager to join our Digital Media team. You'll work directly with enterprise customers... ...and value realization across Adobe's Creative Cloud portfolio, build trusted advisor relationships with key...SeniorFull timeTemporary workLocal areaRemote workWorldwide$143.7k - $194.4k
...partnerships and drive business outcomes. We are seeking a Senior Engagement Manager to own and deliver executive engagements across our... ...The ideal candidate thrives in ambiguity, manages a large portfolio without sacrificing quality, and brings a builder mentality...SeniorWorldwideFlexible hours$80k - $140k
...Fortune 500 retail brands on Amazon's marketplace. As a Senior Customer Success Manager, you'll create vendor strategies that directly impact millions... ...- • Bachelor's degree- • 4+ years of vendor or client facing experience in Account Management, Vendor Management...SeniorFlexible hours$123.1k - $227k
...AI solutions and organizational change management. For companies on their Agentic Enterprise... ...of AI solutions.As a Customer Success Senior Manager, you are a key driver of value for... ...'s ability to fully utilize their investment against high-impact processes.Value Realization...SeniorFull timeWork experience placementShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Client Portfolio Manager. Be the first to apply!
- investment executive Bellevue, WA
- investment manager Bellevue, WA
- investment director Bellevue, WA
- director investment banking Bellevue, WA
- client experience manager Bellevue, WA
- engagement director Bellevue, WA
- client service manager Bellevue, WA
- client services coordinator Bellevue, WA
- client engagement manager Bellevue, WA
- client executive Bellevue, WA
