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 Senior Vice President, Portfolio Manager to join its investment... ...professional to oversee customized, multi-asset class portfolios on behalf of... ...decade of experience managing global portfolios across equities,...SeniorAssetHigh net worthWork at office
- A distinguished independent wealth management firm seeks a Senior Vice President, Portfolio Manager to oversee customized portfolios for high-net-worth clients. The ideal candidate has over 15 years of experience, strong analytical and communication skills, and will actively...SeniorAssetHigh net worth
- ...Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle... ...and proactive relationship management. You will lead a client team, deliver... ...personalized advice, and drive asset growth through cross-portfolio strategies. The role emphasizes a...SeniorAssetHigh net worthPrivate practice
- 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
$140k - $180k
...with financial advisors and wealth management clients on banking solutions... ...needs? We're looking for a Senior Wealth Management Banker to:... ...Us 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- 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
$125.4k - $181.88k
...Empower Yourself. The Senior Private Wealth Advisor, Practice... ...retaining and growing net assets over time by... .... While not a people management position, this role will... ...engage with clients on portfolio, market, and economic... ...client needs, deliver on multi-product goals, and...SeniorAssetHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- 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
$60k - $125k
...solve and to think outside the box? Our Wealth Management Professionals support all aspects of... ...wealth management capabilities and global reach. Our Private Wealth Advisors (... ...to service our clients Oversee asset movements, portfolio implementations and leverage your understanding...SeniorAssetHigh net worthFull timeTemporary workPart timeLocal area- ...seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors in Seattle, delivering high‑level client service to... ..., help clients achieve financial goals, and coordinate asset consolidation. You will guide on income execution, review forms...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
$164.6k - $225k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services... ...service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob... ...the organization is encouraged, senior leaders are accessible, and you...SeniorAssetHigh net worthFull timeH1bWork at officeWorldwideFlexible 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$124k - $335k
Industry/SectorAsset and Wealth... ...obligations while managing the impact tax has... ...both locally and globally.To really stand out... ...in the future.As a Senior Manager, you'll work... ...OpportunityAs part of the Asset and Wealth Management... ...build trust with multi-level teams and...SeniorAssetFull timeH1bLocal areaOverseas$191.5k - $277.2k
...net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks... ...Statement for each relationshipInvest assets according to investment policy... ...of education and experienceKnowledge of global equity and fixed income markets along with...SeniorAssetHigh net worthFull timeWork at officeRemote work$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 worthFull timePrivate practiceLocal areaWorldwide- ...Vice President, Senior Wealth Manager Lido Advisors is a growing and established wealth management... ...planning, investment management, and asset allocation. Above all, you will... ...resolve inquiries, and ensure client portfolios remain aligned with their financial objectives...SeniorAssetHigh net worthFlexible hours
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and... ...capabilities and global reach. Our Private... ...and monitor client portfolios as well as exposure... ...strategic and tactical asset allocation as well... ...instinctAbility to multi-task and work with...AssetHigh net worthFull timeTemporary workPart time$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and grow... ...advisor and primary relationship manager. This role is responsible for retaining and growing assets under management by... ...client needs, present investment portfolios, and deliver comprehensive wealth...SeniorAssetHigh net worthWork experience placementPrivate practiceLocal areaRemote work$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate... ...for its high net worth ("HNW") and ultra-high net worth (... ...through coaching and managing opportunities Ability to... ...importance of a highly qualified global workforce and plays a critical...SeniorHigh net worthTemporary workFlexible hours$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held... ...8.5 billion in client assets and 26 locations across... ...of our High Net Worth (HNW) and Ultra-High Net Worth... ...and the ability to multi-task Excellent written...SeniorAssetHigh net worthTemporary workWork at officeFlexible hours$81.9k - $135.1k
...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...SeniorAssetSummer holidayLocal areaFlexible hours$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- Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the... ...reviews and guide long-term wealth planning conversations. Mentor Associate... ...please click here.For Applicants of TIAA Global Capabilities, click here.For Applicants...SeniorAssetFull timeWork at office
$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$135.6k - $275k
...Portfolio Manager At Bank of America, we are guided by a common purpose... ...flexibility to our employees. We use a multi-faceted approach for... ...alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and... ...firm, most likely in a wealth management, private banking...AssetHigh net worthWork experience placementShift workDay shift$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$77k - $214k
...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 Associate, you'll work as part... ...information, handling proprietary assets, or collaborating closely...SeniorAssetHigh net worthFull timeH1b$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 worthFull timeH1b
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