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
- ...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- ...Job Description VP – SVP Portfolio Manager Seattle, WA On-site... ...A distinguished independent wealth management firm is seeking a... ...professional to oversee customized, multi asset class portfolios on behalf... ...of experience managing global portfolios across equities,...AssetHigh net worthWork at office
$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$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$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
$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
$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- ...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
- ...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
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP... ...focuses on achieving their goals and the asset allocation needed. This holistic planning...AssetHigh net worthWork at office
$200k - $230k
...Position OverviewThe Senior Director, Global Category Merchandising... ...intelligence into multi‑year roadmaps, pricing... ...presentations.Product portfolio & lifecycle managementDefine... ..., and franchise management.Lead SKU... ...merchandising tools and selling assets, including line plans...SeniorAssetFull timeSeasonal workWorldwideShift work$116k - $216k
Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate... ...as part of the relationship management team to ensure that... ...to provide advice relating to asset allocation and the execution... ...relationships with High Net Worth (HNW) clients, understanding their...SeniorAssetHigh net worthWork experience placementWork at officeFlexible hours$70k - $140k
...Stanley is a leading global financial... ...banking, securities, wealth management and investment management... ...Management, the asset management... ...consultants to build portfolios focused on what... ..., and design multi-asset portfolios... ...The Operations Senior Associate will be...SeniorAssetFull timeTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$200k - $230k
...brand is seeking a Senior Director of Brand... ...Integration: Demonstrating global brand guidelines,... ...tactics and management of outside vendors... ...successful multi-channel brand and... ...strategies and creative assets for lower funnel with... ...with a diverse portfolio of operating companies...SeniorAssetFull timeWork experience placement$78k - $185k
...Stanley is a leading global financial... ...banking, securities, wealth management and investment management... ...Management, the asset management... ...consultants to build portfolios focused on what's... ..., and design multi-asset portfolios... ...Development team, the Senior Research Software...SeniorAssetFull timeTemporary workWork experience placementWork at officeLocal areaRemote workWorldwide3 days per week$78k - $185k
...Stanley is a leading global financial... ...banking, securities, wealth management and investment management... ...Management, the asset management... ...consultants to build portfolios focused on what's... ..., and design multi-asset portfolios... ...THE ROLE The Senior Platform Engineer...SeniorAssetFull timeTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a... ...referral opportunities to grow portfolio. Proactively source, acquire... ...Partners, Relationship Manager, etc.) Organize client events... ...safeguarding Citigroup, its clients and assets, by driving compliance with...AssetHigh net worthFull timeWork at office
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