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 Senior Vice President, Portfolio Manager to join its investment team... ...to oversee customized, multi‑asset class portfolios on behalf of... ...decade of experience managing global portfolios acrossעים equities,...SeniorAssetHigh net worthFull timeWork 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...SeniorAssetHigh net worth
$75k - $105k
...the client’s goals develop customized asset allocation strategies and investment... ...of the business analyze and interpret portfolio performance reviews and make recommendations... ...About Us UBS is a leading and truly global wealth manager and the leading universal bank in...SeniorAssetHigh net worthFull timeTraineeshipWork experience placementFlexible hours$140k - $200k
...Job Title: Senior Wealth AdvisorJob Description The Senior Wealth Advisor... ...as a primary relationship manager and trusted advisor to an... ...the $500,000 to $1.5 million asset range, ensuring high-touch, personalized... ...in investment strategy and portfolio discussions with clients. ~...SeniorAssetHigh net worthPermanent employmentWork at officeMonday to Friday$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- ...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
$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$70k - $130k
...team continues to grow! The Senior Associate Wealth Strategist position supports... ...RBC for its high net worth (“HNW”) and ultra-high net worth (... ...through coaching and managing opportunities Ability to make... ...importance of a highly qualified global workforce and plays a critical...SeniorHigh net worthTemporary workFlexible hours$135.6k - $275k
...to our employees. We use a multi-faceted approach for flexibility... ...and develop, implement and manage investments. Portfolio Managers (PMs) can manage... ...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- 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
$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- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service... ..., operations, and investment teams to deliver comprehensive wealth management solutions and service to clients. #J-18808-Ljbffr Whittier...SeniorHigh net worthWork at office
$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps... ...capabilities and global reach. Our Private Wealth... ...build and monitor client portfolios as well as exposure to... ...and tactical asset allocation as well as... ...instinct Ability to multi-task and work with a variety...AssetHigh net worthFull timeTemporary workPart time$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- ...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
$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- 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
$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$200k - $230k
...accomplished and strategic Senior Director, Global Fulfillment &... ...through 3PL partners. Manage incumbent relationships... ...timelines across a multi-node North America footprint... ...— experience in asset-light, 3PL-only... ...enterprise with a diverse portfolio of operating companies...SeniorAssetFull timeContract work- Okta is seeking a Senior Product Marketing Manager for Global System Integrators and Channel Partners to lead go-to-market strategies that align Okta's... ...scalable sales plays, positioning frameworks, and enablement assets tailored to joint value propositions across verticals...SeniorAsset
$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$135.6k - $275k
...Portfolio Manager – High Net Worth Client Manager Responsible Growth and an inclusive workplace... .... 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- ...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
- ...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
- Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net...SeniorHigh net worth
- ...Senior Vice President, Institutional Sales Manager, Taft-Hartley About the Company Globally-recognized investment management organization... ...Services Asset Management Consulting... ...Services Wealth Management Fund... ...involves direct sales to multi-employer plans,...SeniorAsset
- Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships...SeniorHigh net worth
- Whittier Trust Company seeks a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternatives... ...development initiatives. Responsibilities include managing asset allocations, making investment decisions, and presenting...SeniorAsset
- Citi is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and high-net-worth clients through comprehensive financial planning and discovery. You will work with product specialists to align banking, credit and investment needs...SeniorHigh net worth
- UBS is seeking a Senior Wealth Management Banker to build trusted relationships with Financial Advisors, branch staff, and high net worth clients, delivering tailored banking solutions in the Seattle/Bellevue area. You will promote lending capabilities, analyze mortgage...SeniorHigh net worth
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