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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Investment Client Portfolio Manager in Bellevue, WA vacancy
- ...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
$115.6k - $160k
...worldwide to support Amazon Leo's satellite constellation. The Portfolio Management team owns the lease and fiber agreement lifecycle across this rapidly scaling global footprint. We are looking for a senior portfolio manager who will lead lease administration strategy,...SeniorPermanent employmentContract workRemote workWorldwideFlexible hoursShift work- 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
$110.4k - $199.18k
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the... ...for our employees!Job OverviewThe Sr Portfolio Manager contributes to T-Mobile's success by maintaining... ...the portfolio. Responsible for monthly senior-level executive portfolio status...SeniorFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...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...SeniorWork at office
International Search Consultants
Seattle, WA15 hours ago - ...Amazon Web Services (AWS) is seeking a Principal Design and Portfolio Manager to own and drive end-to-end delivery of data center design and portfolio execution across the Americas. You will be the single-threaded owner of schedule integrity, milestones, and on-time capacity...Senior
Amazon
Seattle, WA1 day ago - 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
$106.4k - $203.6k
...Development & VenturesDiscipline: Portfolio DevelopmentCompany: MicrosoftOverviewM... ...arm, focused on early-stage investments in AI covering developer, security,... ...shaping the future of AI innovation.As a Senior Portfolio Development Manager specializing in AI Security and...SeniorOngoing contractFull timeWork at officeLocal area3 days per week$118.2k - $160k
The North America Portfolio Strategy & Planning team is looking for... ...talented marketing planning manager with a background in combining... ...impact of our brand marketing investments across the Amazon and Prime brands.We are looking for a Senior Portfolio Strategy & Planning...SeniorTemporary workInternshipLocal areaFlexible hours- ...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
- Freestone is seeking a Portfolio Manager to join our Investment Team in Seattle. You will oversee our equity and fixed income platform, involving portfolio construction, performance monitoring, research, client service, and collaboration with client advisory, operations...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$110.4k - $199.18k
...Sr Portfolio Manager At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All... ...activities within the portfolio. Responsible for monthly senior-level executive portfolio status updates....SeniorFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- 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$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$176.6k - $238.9k
...ProServe) team is seeking a highly skilled and versatile Engagement Manager (EM) to join our team and lead the delivery of complex cloud... ...successful implementations of AWS-based solutions for our clients. You will bridge business requirements with technical solutions...SeniorLocal areaFlexible hours- ...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
$115k - $165k
...career success. Ready to join us?The Senior Engagement Manager (SEM) is a delivery leadership position... ...a single customer or a business portfolio. The SEM is responsible for the guidance... ...service delivery and a high level of client satisfaction that aligns with client...SeniorPermanent employmentFull timeTemporary workRemote work- T-Mobile USA, Inc. is seeking a candidate to manage enterprise risk programs and ensure comprehensive risk oversight. In this role, you will leverage AI-enabled tools and collaborate with executive leadership to evaluate risks and recommend responses. The position involves...Senior
$105k - $115k
...service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We... ...impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services serves as a key leader in managing strategic client...SeniorFull timeLocal areaWork visa$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$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$156.48k - $282.24k
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the... ...Park, KS. This role leads end-to-end portfolio management for a broad product portfolio, ensuring... ...functional governance processes, partners with senior leaders to elevate risks and inform...Full timeTemporary workPart timeWork experience placementLocal areaFlexible 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
...basis.The ExperienceThe Customer Success Manager (CSM) is a versatile expert responsible... ...Plan achieve a significant return on their investment with our platform. This role functions... ...-end Signature Success experience for a portfolio of high-value customers — coordinating...SeniorFull timeWork experience placementLocal areaRemote work- ...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
$150.1k - $227k
...future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic and... ...maximum value out of their Salesforce investment. Ensuring the seamless delivery of all... ...Engagement: Determine when and how to engage clients based on calculated ROI, ensuring all...SeniorFull timeWork at officeFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Client Portfolio Manager. Be the first to apply!
Related searches
- investment accounting manager Bellevue, WA
- investment executive Bellevue, WA
- investment director Bellevue, WA
- director investment banking Bellevue, WA
- investment manager Bellevue, WA
- client relationship manager Bellevue, WA
- engagement manager Bellevue, WA
- member engagement manager Bellevue, WA
- client executive Bellevue, WA
- engagement director Bellevue, WA