Senior Portfolio Manager - Global Multi-Asset & HNW Wealth
International Search Consultants
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 portfolio management experience with an MBA or CFA designation. This role also involves mentorship of junior team members and collaboration across research and business development initiatives, ensuring alignment with client objectives and contributing to the firm's growth. #J-18808-Ljbffr International Search Consultants
- ...General Catalyst is a global investment and... ...Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving... ...an experienced Senior Analyst to join our... ...investment team, driving portfolio research and... ...deep knowledge of multi‑asset portfolio...SeniorAssetHigh net worth
- A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager to join its investment team... ...to oversee customized, multi-asset class portfolios on behalf of high... ...decade of experience managing global portfolios across equities, fixed...SeniorAssetHigh net worthWork at office
- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...providing comprehensive wealth management advice and building long-term... ...record of client acquisition and asset growth Background in a... ...sales-minded, self-motivated and multi-faceted to help grow our business...SeniorAssetHigh net worth
- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals... ...to service our clients. Oversee asset movements, portfolio implementations, and leverage your...SeniorAssetHigh net worthWork at office
- YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management... ...and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational...SeniorAssetHigh net worthWork at office
- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high... ..., collaborating closely with Wealth Managers and the Chief Investment Officer. The ideal...SeniorAssetHigh net worth
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax... ...Practice Management Level Senior Manager Job Description... ...world, both locally and globally. To really stand out and... ...to build trust with multi-level teams and stakeholders...SeniorAssetH1bLocal areaOverseas$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held... ...8.5 billion in client assets and 26 locations across... ...catering to High Net Worth (HNW) and Ultra-High Net... ...and the ability to multi-task Excellent written...AssetHigh net worthTemporary workWork at officeFlexible hours$132.7k - $303.2k
...confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...sector insights, a globally connected, multi-disciplinary network and diverse ecosystem...SeniorAssetFull timeWork experience placementSummer holidayFlexible hours$100k - $150k
...industry in aligning wealth, passion, and purpose... ...over $30 billion in assets under advisement, 300... ...Brighton Jones is seeking a Senior Trust & Estate Manager to support our Family... ...in managing complex, multi‑generational trust... ..., our clients, and global community thrive. We...SeniorAssetHigh net worthFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$75k - $125k
...to work closely with portfolio managers, and the ability to think... ...business. OUR IMPACT Wealth Management Across... ...management capabilities and global reach. Our Private... ...portfolio holdings, analyzing asset allocations,... ...instinct Ability to multi-task and work with numerous...AssetHigh net worthFull timeTemporary workPart time$142.7k - $214.03k
...clients with a genuine coast-to-coast and global advantage in major regions of the U.S... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ...to high-net-worth individuals, multi-generational affluent families, family...SeniorHigh net worthPrivate practiceLocal areaWorldwide- ...comprehensive financial planning, investment management, and client relationship development.... ...situations, and managing client portfolios. The ideal candidate holds a bachelor's... ...long-term career potential in a growing wealth management practice. #J-18808-Ljbffr Talent...SeniorHigh net worth
$75k - $125k
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle... ...to work closely with portfolio managers, and the ability to... ...commercial instinct Ability to multi-task and work with numerous... ...Program (EAP). We provide Global Medical, Security and Travel...AssetHigh net worthFull timeTemporary workPart timeWork at office$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...AssetHigh net worth- ...delivering customized wealth management and investment advisory... ..., entrepreneurs, and multi-generational families.... ...alongside Advisors and Senior Advisors, this... ...investment analysis, and portfolio reviews. Analyze client... ...research on markets, asset classes, and securities...AssetHigh net worthFor contractorsWork at office
- ...looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support... ..., investment recommendations, and utilizing JPMorgan's global resources to meet client needs. This position promises a dynamic...SeniorHigh net worth
$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients, and contribute to tax planning for high-net-worth individuals and corporations. The ideal candidate should...SeniorHigh net worthRemote job$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...SeniorHigh net worth$82k - $135.2k
...Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax -... ...’ll help you succeed in a globally connected powerhouse of... ...will collaborate closely with managers, partners and engagement teams... ..., a globally connected, multi-disciplinary network and diverse...SeniorHigh net worthWork experience placementSummer holidayFlexible hours- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join... ..., and holistic service platform of a top-tier wealth management organization. This firm specializes in advising ultra-high...SeniorHigh net worthWork at office
- ...Vice President, Private Wealth Planner The Private Client experience... ...offers a pathway to Wealth Management through comprehensive, expert... ...their goals and the asset allocation needed. This holistic... ...diverse talents they bring to our global workforce are directly linked...AssetHigh net worthWork at office
$30 per hour
...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought... ...Strong collaborative mindset and experience working in a multi-disciplinary team environment. Exceptional interpersonal...SeniorHigh net worthWork at officeRemote work$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...SeniorHigh net worth$200k
...Floor Opportunity at Composition Wealth - a fun, fast growing,... ...looking for an entrepreneurial Senior Wealth Advisor to join our newly... ...dynamic leaders with a portable, HNW client practice, who will... ...including estate strategy, investment management, client service, and...SeniorHigh net worthH1bWork at officeDay shift- ...experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning.... ...on achieving their goals and the asset allocation needed. This holistic... ...the diverse talents they bring to our global workforce are directly linked to our success...AssetHigh net worthWork at office
$135.6k - $275k
...Portfolio Manager – High Net Worth Client Manager Responsible Growth and an inclusive workplace... ...goals. Develop and market specialized asset allocation products and services. Supervise... ...financial services firm, preferably in wealth management, private banking or trust....AssetHigh net worthDay shift- Dormont Manufacturing Co in Seattle is seeking an experienced professional to develop multi-asset investment solutions aimed at lifecycle management and tax considerations. The ideal candidate will have 5-7 years of relevant experience, strong skills in quantitative analysis...SeniorAsset
$150.8k
...Expect You will lead Zoom's global physical security and... ..., facilities, and assets globally, collaborating... ...access control, visitor management, badging, security systems... ...years leading global, multi‑site security... ...organizational levels, including senior leadership and external...SeniorAssetWork at officeRemote workWorldwide- ...additional opportunities About the division Wealth Management includes Private Wealth Management,... ..., United States Areas of the Firm Asset & Wealth Management Anaplan Salary Range... ...Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance...AssetHigh net worthFull timeWork at office
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