Senior Wealth Management Relationship Manager
$138.57k - $241.11kWatrust
A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory compliance. The ideal candidate should hold a Bachelor’s Degree and possess proven analytical and communication skills. Compensation ranges between $138,567 - $241,107 based on role level, experience, and performance, with additional incentives available. #J-18808-Ljbffr Watrust
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Management Relationship Manager in Seattle, WA vacancy
$138.57k - $241.11k
A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role involves overseeing client relationships, identifying business development opportunities, and ensuring risk management compliance. The...Senior- TIAA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors in Seattle, delivering high‑level client service to high‑net‑worth and complex clients. You will lead advisory teams under limited supervision, help clients achieve financial...Senior
- TIAA in Bellevue, WA seeks a Wealth Client Relationship Manager to supervise professional staff and partner with clients to define financial goals and create tailored plans. You will lead a team, conduct performance reviews, and deliver high‑quality advice on wealth management...Senior
- Wealth Client Relationship MgmtThe Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards...SuggestedFull timeWork at office
$77.39k - $127.14k
WSFS Bank is seeking a Corporate Trust Relationship Manager II to oversee a book of accounts, develop client relationships, and deliver exceptional service. In the Wealth Division, you will manage account administration, close transactions, mentor staff, and help drive...Senior$116k - $216k
...personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the... .... Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of...SeniorWork experience placementWork at officeLocal areaFlexible hoursNight shiftKey Bank
Seattle, WA5 days ago- ...Senior Relationship ManagerSeattle Bank is a locally owned, digitally driven financial institution... ...Deposit.Seattle Bank's Senior Relationship Manager (RM) is a strategic client-facing role... ...in private or commercial banking, or wealth management. 5+ years' experience as...SeniorFull timeWork at office
CD Valet
Seattle, WA5 days ago - Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth... ...compliance, mentoring junior SWA colleagues, and ongoing client relationship management to help clients reach their goals. #J-18808-...Senior
$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... ...Financial Services (Banking, Insurance, Wealth Management, Regulatory/Compliance...SeniorFull timeWork experience placementShift work$138.57k - $207.85k
As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner... ...by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides high quality...Full timeLocal area$147k - $250k
...for sourcing and developing full banking relationships with professional developers and... .... Lead underwriting and analyst team in managing a large, complex portfolio to identify and... ...relationships. Ability to partner effectively with senior credit officers.Expert credit analysis...SeniorPermanent employmentFull time- ...assessments with current and potential Wealth customers and recommend appropriate banking... ...grow a referral network for additional relationship opportunities while maintaining an... ...regulatory framework relevant to wealth management Strong client focus and ability to deliver...Work at officeLocal area
- ...Citigroup Inc. in Seattle seeks a Senior Relationship Manager to lead a portfolio of US-headquartered middle market companies, acting as their primary banking partner and trusted advisor. You will collaborate with product, credit, treasury, and markets specialists globally...Senior
Citigroup Inc
Seattle, WA3 days ago - ...important work of your career.About the teamStripe's Customer Success Managers (CSM) oversee the post-sales lifecycle for Stripe users,... ...6+ years of experience in a client-facing role in Enterprise relationship management, partnering with large, global, and complex...Senior
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...Senior
$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... .... Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These...SeniorLocal areaFlexible hours- ...RockBridge Search & Recruitment in Seattle/Tacoma seeks a Vice President, Relationship Manager to lead with impact, balance strategy with service, and build durable client partnerships across commercial and private banking. You will manage high-value relationships, source...Senior
RockBridge Search & Recruitment
Seattle, WA2 days ago - A leading wealth management firm is seeking a Senior Client Service Associate to enhance client experience and optimize operations. In this high-impact role, you'll manage workflows for advisors, act as a trusted contact for clients, and drive efficiency in a fast-paced...Senior
$35 - $37.5 per hour
Sr WM Client Relationship Consultant Partners with Wealth Management Advisors to deliver client service and support high‑net‑worth and complex clients. Works under limited supervision to operationally lead advisory teams, help clients achieve financial goals, implement...Work experience placement- ...A prominent banking institution in Seattle is seeking a Mid-Senior Level Commercial Relationship Manager to enhance customer relationships and approve commercial loans. Responsibilities include developing key relationships, negotiating terms, and leading a team. The ideal...SeniorFull time
East West Bank
Seattle, WA1 day ago - .... Bank seeks a seasoned professional to develop and maintain relationships with Corporate Trust clients, focusing on maximizing relationship... ...risks, coordinating operational changes, and potentially managing staff to meet business objectives. Role requires working from...Senior
$115k - $165k
...intelligence platforms fuel our expertise. We value deep relationships, dedication to serving others and inclusion. We drive positive... ...fulfillment through career success. Ready to join us?The Senior Engagement Manager (SEM) is a delivery leadership position within the...SeniorPermanent employmentFull timeTemporary workRemote work- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of...SeniorWork at office
- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for... ...that values professional development, work-life balance, and strong internal and client relationships. #J-18808-Ljbffr Baker Tilly USSenior
- ...importance on employee volunteerism and donate millions of dollars each year to community organizations.As a Middle Market Senior Commercial Relationship Manager, you’ll work with businesses generating up to $500 million in annual revenue, helping them grow through thoughtful...SeniorFull timeLocal area
$82.7k - $140k
...growth and vendor satisfaction for strategic partnerships on Amazon's retail platform. As a Senior Customer Success Manager, you'll independently manage strategic vendor relationships, develop data-driven plans that generate ROI, and collaborate across teams to clear...SeniorFlexible hours- A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client...SeniorWork at office
$105k - $115k
...of your career and see your impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services serves as a key leader in managing strategic client relationships through proactive communication, project execution, and service delivery excellence. This...SeniorFull timeLocal areaWork visa- A 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 individuals. The ideal candidate will have at least 15 years of...Senior
$143.7k - $194.4k
...partnerships and drive business outcomes. We are seeking a Senior Engagement Manager to own and deliver executive engagements across our... ...customer priorities with AWS capabilities and advance long-term relationships.In this role, you will serve as a strategic advisor to...SeniorWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Relationship Manager. Be the first to apply!
Related searches
- wealth management advisor Seattle, WA
- wealth management consultant Seattle, WA
- wealth manager Seattle, WA
- university relations manager Seattle, WA
- provider relations manager Seattle, WA
- global relationship manager Seattle, WA
- labor relations manager Seattle, WA
- IT business relationship manager Seattle, WA
- enterprise relationship manager Seattle, WA
- labor relations director Seattle, WA