Senior UHNW Wealth Portfolio Advisor
Northern Trust
Northern Trust Corp in Cleveland, OH is seeking a Senior Portfolio Advisor to manage significant investment accounts with high net worth personal trusts. Candidates should have over 12 years of experience in investment management and the ability to develop tailored investment strategies for individual clients. This role involves generating new business and working closely with clients and the broader service team. A comprehensive benefits package and a collaborative work culture are offered, with growth opportunities. #J-18808-Ljbffr
$156.37k - $273.6k
Northern Trust is seeking a Senior Portfolio Advisor to manage a set of high net worth investment accounts. The role requires managing sensitive personal trust relationships, generating new business, and maintaining influential communication with stakeholders. Applicants...Senior$128k - $268k
...KeyCorp seeks a Family Wealth Investment Consultant Manager in Cleveland, OH, to lead a team of Portfolio Strategists managing investment portfolios for ultra-high-net-worth clients. Responsibilities include developing investment strategies and ensuring compliance with...Senior$116.67k - $155.56k
...Lincoln Electric in Cleveland, Ohio, seeks a Portfolio Manager for Heavy Industrial Equipment. This full-time role focuses on managing the global product portfolio, aligning with market needs, and ensuring growth. Candidates should have a relevant degree, 5–8 years of...SeniorFull time$90k - $125k
...A leading investment advisory firm in Beachwood, Ohio, seeks a Wealth Advisor to lead client engagements and provide comprehensive wealth management services. The ideal candidate will have 7+ years of experience, a CFP designation, and possess excellent communication...Senior$156.37k - $273.6k
...Senior Portfolio Advisor II – Wealth Management (OH) Responsibilities Manages investment activities for a reduced set of major fee revenue producing accounts... ...as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of...SeniorLocal areaVisa sponsorshipWork visa$156.37k - $273.6k
...clients using leading technology and exceptional service. Senior Portfolio Advisor, Wealth Management Position manages a set of fee‑producing investment... ...as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of investment...SeniorWork experience placementH1bLocal areaFlexible hours- ...A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...SeniorRemote workFlexible hours
$156.37k - $273.6k
001 The Northern Trust Company in Cleveland, OH, is seeking a Senior Portfolio Advisor II to manage investment activities for high net worth personal trusts and individual portfolios. The role requires over 12 years of investment management experience and a focus on generating...Senior- ...KeyCorp is looking for a Vice President, Portfolio Management in Cleveland, OH to manage financial analysis and underwriting documentation for municipal and educational clients. You will lead credit monitoring, evaluate borrower performance, and ensure compliance with...Senior
- ...A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have...SeniorFull timeContract work
- Summary Working with minimal supervision, the Commercial Portfolio Manager-Senior is responsible for managing assigned portfolio(s) and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team in the areas of credit underwriting...SeniorWork experience placementWork at officeFlexible hours
- A leading professional services firm seeks a Mercury Business Advisor Senior Associate to join their internal Finance team in Cleveland, OH. The role involves managing a portfolio of client engagements, providing proactive financial advisory support, and analyzing financial...SeniorFlexible hours
- The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates...Senior
$70k - $162.5k
Bank of America is actively seeking a candidate for a pivotal role in Cleveland, Ohio, focusing on credit underwriting and client portfolio management. You will independently manage transactions, ensuring accurate analysis and compliance while coaching junior team members...Senior- Huntington National Bank is seeking a Commercial Portfolio Manager-Senior to manage a moderately complex portfolio of commercial loans. The role requires strong analytical and risk management skills to ensure credit quality and support customer relationships. This position...Senior
- A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to serve high net-worth clients. Responsibilities include managing client engagements, executing investment strategies, and developing financial plans. Ideal candidates will have...Senior
$96k - $181k
...KeyCorp is seeking a Vice President of Portfolio Management located in Cleveland, Ohio. This role is essential for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests, ensuring asset quality within...Senior$121.9k - $262.1k
Fifth Third Bank in Cleveland is looking for a Wealth Management Advisor II to serve as a trusted advisor, coordinating with clients to achieve their wealth goals. The role includes developing new client opportunities and delivering high-quality services through a customized...Senior- Jobot is seeking a highly skilled Project Executive to lead complex mechanical/HVAC portfolios across various sectors including commercial and healthcare. The ideal candidate will have 12+ years of experience and thrive in a client-facing role while demonstrating exemplary...Senior
$80k - $150k
Location 1000 South McCaslin Boulevard, Superior Colorado Job Summary The Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests...Work experience placementBank staffWork at officeFlexible hoursNight shift- KeyBank is seeking an Associate, Portfolio Management to handle financial analysis and underwriting for multimillion-dollar corporate credit requests. This role involves risk assessment, credit monitoring, and documentation review to ensure compliance and accuracy. The...
- ...Bank is seeking a C & I Commercial Relationship Manager in Independence, Ohio. The role involves serving as a trusted advisor and managing a portfolio of relationships to meet clients' financial needs. Key responsibilities include developing new business opportunities...Senior
- ...apply the appropriate accounting standards to the relevant job duties. Knowledge of rates of return, depreciation, investments, portfolio covariance analysis. Proficient in the use of other automated accounting systems and an ability to serve as a training resource...SeniorWork at office3 days per week
$80k - $150k
...SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals... ...offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio...SeniorWork at officeFlexible hours- ...Description GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on... ...Planning team, working closely with advisors, clients, and integrated service partners... ...planning experience working directly with wealth management clients. ~ Certified Financial...SeniorWork experience placementWork at office
$146k - $215k
...Eaton’s Global Real Estate (GRE) team is seeking a Senior Manager, Real Estate Portfolio Strategy, to help shape and deliver Eaton’s global real estate... ..., policies, and approval frameworks. Manage external advisors supporting portfolio strategy, analysis, and...SeniorH1bWork at officeLocal areaVisa sponsorship- ...A financial services company in Cleveland is seeking a Senior Financial Advisor to partner with branch staff in providing tailored financial solutions to customers. The ideal candidate will have investment sales experience and necessary licenses, a strong ability to communicate...SeniorFlexible hours
- ...Ernst & Young Oman is seeking a Senior Technology Analyst to lead implementations on Oracle NetSuite systems. The role requires 2 to 4 years of experience in ERP systems, focusing on finance functions and proven NetSuite implementation expertise. Responsibilities include...Senior
- ...Marsh, Berry & Company, LLC is looking for an experienced Senior Consultant in Financial Consulting to join the Investment Banking and Consulting Team. This role involves leading client engagements, developing relationships with executives, and business development, within...Senior
- ...Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours
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