Trust Portfolio Manager: Grow AUM & Lead Client Solutions
Columbia Bank (WA, OR & ID)
A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate will possess a B.A or B.S. in finance or accounting, along with 5 years of relevant experience. Excellent communication skills and a deep understanding of financial concepts are essential. A competitive compensation package and comprehensive benefits are offered. #J-18808-Ljbffr
$102.36k - $190k
...About the Role A Trust Portfolio Manager provides expertise in the management... ...effective investment solutions that maximize the return on... ...objectives. Proven ability to grow a book of business within a... ...that builds trust with clients, business partners and management...SuggestedWork experience placementWork at officeImmediate start$140k - $250k
...reliable financial management. At Spaulding... ...relationships with our clients, our business... ...transformation. Agiloft Client Lead The Agiloft Client... ...a strategy to grow Spaulding Ridge's... ...compelling solutions for services engagements... ...Serve as a trusted advisor by understanding...SuggestedContract workLocal area- ...connected worker solutions that brings front-... ...enterprises work management processes with its... ...Under Management (AUM). Tiger Global Management... ...round. Vista is a leading global investment... ...growth and client satisfaction. Team... ...unlimited opportunity to grow Opportunity to...SuggestedFull timeRemote work
- ...Portfolio Manager III Richmond, Virginia To proceed with... ...and delivering for our clients, teammates,... ...opportunities to learn, grow, and make an impact. Join... ...full array of integrated solutions, such as equities, fixed... ...private banking and/or trust field Knowledge of...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
$170k - $190k
A leading technology solutions provider in Glen Allen, Virginia is seeking a Client Security Principal (CSP) responsible for the regional security business and achieving growth objectives. The role requires 5+ years in security sales, strong communication, and the ability...Suggested$115.1k - $165.45k
.... Helping people get paid, grow in their careers, and shape... ...energetic, sales‑focused Lead Presales Demo Solutions Technologist to support how UKG brings Workforce Management (WFM) solutions to market.... ...environment Serves as a trusted resource for Pro WFM demo configuration...Local area- ...will provide customers with a secure client OS and endpoint management that dramatically improves endpoint... ...Description We are seeking a Lead Solutions Architect for eLux & Scout to... ...including virtual apps and desktops, Zero Trust access, and high-performance secure...Local areaRemote workFlexible hours
- TowneBank in Richmond, Virginia is seeking a Trust Administrator responsible for... ...relationships with custodial, investment management, and trust clients. The role includes fiduciary... ...accounts, complying with standards, and growing client relationships through expert fiduciary...
- Description The Portfolio Manager is responsible for managing portfolios for an assigned book of business and providing general support for... ...reviews. Oversee performance reporting for accounts. Prepare client meeting summary plan documents and recommendations....Work experience placement
$81.1k - $115.9k
...Summary As an Experienced Portfolio Manager at Gainwell, you can... ...to help our clients improve the health and... ...on finding innovative solutions to some of healthcare’... ...and leadership teams. Lead steering committee updates... ...have the opportunity to grow your career in a...Full timeRemote workFlexible hours$200k - $220k
...Intelligence Solutions Integrator – Senior Team Lead Absolute Business Solutions Corp (ABSC... ...in supporting our clients in the Intelligence, Technology... ...fields. As we continue to grow at a rapid pace, we need some... ...oversight of personnel, manages work priorities, and drives...- ...looking for a Demands Team Lead to manage our growing Demand Department. You will... ...members, and coordinate with client-side managers to ensure... ...plus. About CoreBridge Solutions CoreBridge Solutions is a... ...service businesses, and they trust us because we treat their operations...Full timeRemote workMonday to Friday
- ...EDF power solutions is seeking a dedicated position responsible for ensuring client success through effective relationship management. This role requires building and maintaining strong customer partnerships and managing day-to-day operations to deliver valuable services...Remote work
- ...A leading software solutions company is seeking a Lead of Solution Consultancy to guide solution design for its Connected... ...entails mentoring a team and collaborating with clients to deliver best practices in asset management. Ideal candidates will have at least 5 years of...Remote work
£90k per year
...A leading cloud solutions company is seeking a versatile Cloud Technology Strategist to serve as a strategic advisor to clients. In this full-time permanent role, you will manage client engagements from initial bid stages through successful delivery, driving proposal...Permanent employmentFull time- ...We are actively looking for a Systems Solutions & Adoption Lead to join our IT team. As part of the... ...and architects who serve our global client base from offices in Europe, North America... ...Science, Business, Knowledge Management, or a related field ~7+ years of experience...For contractorsWork at officeWorldwide
$115.1k - $165.45k
...Helping people get paid, grow in their careers,... ...(CoE) is UKG’s solutions consulting organization... ...Payroll, Workforce Management, and analytics portfolios. Within the CoE, the... ...and Presales teams to lead discovery, shape... ...unseen ways to build trust, amplify productivity...Local area$169.4k - $279.6k
...Environment, Transformational Projects, and a Growing Team! As a member of AI and... ...and paving the way for best-in-class solutions. As a Lead Architect, you will collaborate with... ...governance frameworks and model risk management What is a Must Have? ~ Bachelor’s...Temporary workWork experience placementLocal area$135k - $195k
...water infrastructure solutions. We’re seeking a Site/Civil Discipline Lead to support our growing Water Infrastructure portfolio, delivering complex municipal... ...closely with clients, project managers, and multidisciplinary... ...clients, acting as a trusted site/civil...Full timeFor contractorsLocal area$208k - $287.9k
...confidence. As the leading AI lending... ...spark creativity and trust. And whether you choose... ...with internal clients to understand and... ...and drive rapidly growing business. What... ...sales leadership to manage expectations and goals... ...of law with a solutions‑oriented, low‑ego...Contract workTemporary workSummer workRemote workWork from home- American Express Global Business Travel seeks a Global Client General Manager to support key clients in the Media and Entertainment industry.... ...management, driving satisfaction, and delivering innovative travel solutions. The Global Client General Manager must possess significant...Flexible hours
- Bank of America in Richmond, Virginia, is seeking a Financial Center Manager responsible for managing operations and employees to ensure client satisfaction and operational excellence. The ideal candidate will have 1+ years leadership experience in a financial services...Full time
- ...exciting opportunity for a Business Development Manager in Richmond, Virginia. This role focuses on selling premium printing and office solutions with a flexible schedule, allowing for... ...and can work independently to develop client connections and solutions. #J-18808-...Remote jobSelf employmentWork at officeFlexible hours
- ...superior service and ensuring client satisfaction at every... ...safe, and cutting‑edge solutions that set new industry... ...Overview The MCE Lead directs and performs major... .... Team members grow under your leadership —... ...reps see you as RNWBL’s trusted face on site. You are...Rotating shift
- ...Mid-Atlantic Management Consulting Lead At HDR, our employee-owners are fully... ...partners to develop solutions for our clients. The primary duties of this... ...to: Actively lead our growing Mid-Atlantic management consulting... ...organizational trust and connects us closer to...Full timeContract workTemporary workPart timeWork at officeLocal areaRemote work
$124k - $280k
...applications, helping clients optimise... ...implement software solutions, and provide training... ...objectives. Growing as a strategic advisor... ...you need to lead and deliver value... ...implementations. As a Senior Manager, you lead large... ...a secure and trusted workplace for all....Full timeH1b$77k - $150k
...opportunities they need to grow and succeed. We... ..., Insurity is trusted by 22 of the top 2... ...Insuritys Next Lead Business Analyst... ...trusted advisor to clients and project teams.... ...for software solutions (e.g. Wireframes,... ...Looking For Time management including work planning...Work experience placementWork at officeLocal areaImmediate startRemote workFlexible hours$129.2k - $297.85k
...driven by delivering real results for our clients. It's also enabled by our culture,... ...seeking an Associate Director, Solutions Management Lead of Global Tech & Knowledge (GT&K) to... ...teams on progress and issues across the portfolio of activities, including financial tracking...For contractorsWork experience placementH1bLocal area$132.23k - $176.31k
...Lumen is the trusted network for AI. We're transforming how businesses connect, secure... ...building the future.The RoleThe Senior Lead Solution Architect role will work in partnership... ...Exposure to largescale cloud financial management, forecasting, and optimization initiatives...Temporary workWork from home$141k - $229k
...A leading software delivery company is seeking a Senior Solutions Architect to join their Professional Services team. The ideal... ...technical expertise to guide clients through software delivery transformations... .... Responsibilities include managing projects, advising on best...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Portfolio Manager: Grow AUM & Lead Client Solutions. Be the first to apply!

