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
- 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
- ...alerts for “Fixed Income Portfolio Manager” roles. MSIM - Broad... ...Management - Vice President Asset & Wealth Management, Fixed... ...Vice President - New York Senior Fixed Income and... ...Portfolio Manager (PM) - Global Industry Leader/Systematic Multi-Manager - New York/London...Asset
$116.9k - $160k
...professional to fill the role of Senior Portfolio Manager within the GOES Portfolio... ...portfolio optimization globally. This is an exciting opportunity... ...performance data, idle asset, excess space and excess land... ...Experience managing large multi-stakeholder projects with high...SeniorAssetCurrently hiringShift work- ...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...SeniorAssetHigh net worth
$140k - $180k
...with financial advisors and wealth management clients on banking solutions... ...their needs? We're looking for a Senior Wealth Management Banker to:... ...UBS is a leading and truly global wealth manager and the leading... ...We also provide diversified asset management solutions and focused...SeniorAssetHigh net worthFull timeFlexible hours- ...accomplished Private Banker to advise high-net-worth families, build lasting relationships, and grow assets within the U.S. Private Bank. You will use your wealth management knowledge, credit and investment expertise to serve clients and collaborate with specialists. The...SeniorAssetHigh net worth
- Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing... ...financial planning, tax and estate strategies, and optimized asset allocation. The role offers an entrepreneurial,...SeniorAssetHigh net worthFlexible hours
$150k - $200k
...oldest privately owned multi-family office... ...including investment management, fiduciary,... ...with private family assets, our teams employ... ...removed from the wealth creators. Our corporate... ...Vice President, Portfolio Manager (“PM”) is... ...overseeing diversified global portfolios of...AssetHigh net worthWork at office$135k - $185k
...Investments’ Customized Portfolio Solutions (CPS)... ...clients manage risk, improve portfolio... ...investment objectives. The Senior Portfolio Manager,... ...billion in client assets and implements... ...management, multi-asset investing, trading... ...is a leading global investment solutions...SeniorAssetVisa sponsorship$150k - $175k
...is a growing and established wealth management firm seeking an experienced Vice President, Senior Wealth Manager to join our team... ...planning, investment management, and asset allocation. Above all, you... ...inquiries, and ensure client portfolios remain aligned with their...SeniorAssetHigh net worthFlexible hours- ...Senior Vice President, Global Regulatory Affairs About the Company Clinical-stage biotechnology company with a multi-asset pipeline across oncology, neuroscience, immunology, and rare disease. Industry Biotechnology Type Privately Held About the Role...SeniorAsset
$127.9k - $291.9k
...We’ll help you succeed in a globally connected powerhouse of... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...key responsibilities A Senior Services Manager in FSO... ...insights, a globally connected, multi-disciplinary network and...SeniorAssetHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships. You will build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. This role requires...SeniorHigh net worth
- Auxano Advisors in Bellevue, WA, seeks a Senior Client Service Associate to support Wealth Advisors and Senior Wealth Advisors, handling complex operational... ...path. You will collaborate with custodians like Schwab, manage RMDs, and ensure compliance while delivering warm,...SeniorHigh 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 worthFull timeFor contractorsWork at office
- Whittier Trust is a private multi-family office on the West Coast seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternative assets. You will contribute to macroeconomic and company research and present findings...SeniorAssetWork at office
$37 per hour
...to preserve their wealth for future generations... ..., including risk management, retirement... ...rising junior or senior come summer 2027 Demonstrates... ...world’s largest multi-family office and... ...industry’s only global professional... ...Holdings Inc. Client assets include all assets...AssetHigh net worthHourly payPermanent employmentTemporary workSummer workInternshipWork at officeFlexible hours- JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial... ...discovery, use Wealth Plan software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning...SeniorAsset
$124k - $335k
...team focus on key issues like wealth management, compliance, cash flow... ...business in today's changing global landscape. To really stand out... ...now and in the future. As a Senior Manager, You'll Work As Part... ...information, handling proprietary assets, or collaborating closely...SeniorAssetHigh net worthH1b- Summary Our current opening is for a Senior Portfolio Manager to join our investment team. We are looking... ...enhancements to KCIP’s diversified assets by comparing investment opportunities... ...performance targets are met. Monitor global and national financial conditions and...SeniorAssetBi-weekly payContract workTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$70k - $140k
...Stanley is a leading global financial services firm... ...banking, securities, wealth management and investment management... ...Management, the asset management division of... ...consultants to build portfolios focused on what's important... ...challenges, and design multi-asset portfolios that...AssetTemporary workWork at officeLocal areaRemote workWorldwide3 days per week- Charles Schwab in Seattle seeks a Financial Consultant to provide wealth management and financial planning advice to existing clients. You will... ...needed. You’ll grow your practice through client referrals, asset consolidation, and a client-focused #J-18808-Ljbffr Charles...SeniorAsset
$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$75k - $160k
...Private Wealth Advisor Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our... ...experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an...AssetHigh net worth$71.3k - $80.5k
...Minneapolis, MN, USA Hackensack, NJ, USA Wealth Client Relationship Manager Wealth Management Client Relationship... ...and the coordination of asset consolidation. Communicates clearly... ...click here ( . For Applicants of TIAA Global Capabilities, click here ( . For Applicants...AssetHigh net worthWork experience placementWork at office$96k - $110k
...is seeking an Associate Wealth Advisor to join our... ...strategies in retirement, risk management, tax, estate, and... ...trading. Partner with the Portfolio Management team to... ...working with High Net Worth (HNW) and/or Ultra High Net... ...of wealth, asset, and business management...AssetHigh net worthWork at officeLocal areaRemote work2 days per week$128.6k - $173.9k
Description We are the Global Procurement... ...We're looking for a senior procurement leader and people manager to lead our Renewables... ..., and Mobility portfolio spanning solar, wind... ...transform deployed assets from cost centers into... ...and drive the multi year sourcing strategy...SeniorAssetContract workWorldwideFlexible hoursShift workDay shift- JCW Group is seeking a Portfolio Manager to oversee a generalist ABL portfolio in a fast-growing... ...business development, underwriting and senior credit leadership to maintain credit discipline... ...and growth. You will manage mid-market assets up to $50MM across diverse industries,...SeniorAsset
- ...planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts,... ...in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes. #J-...SeniorHigh net worth
- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use your knowledge of investments, banking, and estate planning to frame and retain relationships. A team of specialists supports these efforts...SeniorHigh net worth
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