Senior Wealth Strategy & Client Solutions Advisor
UBS Financial Services Inc.
UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves assisting financial advisors, developing customized asset allocation strategies, and managing client relationships. Ideal candidates should have industry experience and relevant licenses such as SIE, Series 7, and 66, and actively pursue additional certifications like CFA or CFP. UBS offers a collaborative and inclusive work environment focused on employee development and success. #J-18808-Ljbffr UBS
- ...you skilled at developing wealth management strategies? Does financial data excite... ...you? We’re looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing... ...strategies and investment solutions for clients provide support...SeniorFull timeFlexible hours
$114k - $165.3k
Empower in Portland is seeking a Senior Private Wealth Advisor to lead client advisory initiatives for high-net-worth households. The ideal candidate will... ...services and be proficient in wealth management strategies. Responsibilities include providing tailored financial...SeniorRemote job$157k - $281.93k
...Experience Foundations team for AEC (Architecture, Engineering, and Construction), we are seeking a Senior Manager of Content Strategy to lead content strategy for our Design Solutions team. Design Solutions consists of several pivotal products and platforms for Autodesk...SeniorFull timeFor contractors- ...Senior Vice President of Sales, Workforce Solutions Staffing About the Company Respected provider of AOR, EOR, payroll & contingent workforce solutions... ...mentor the sales team, and refine the go-to-market strategy. Building and nurturing relationships with enterprise...Senior
- ...leading public sector consulting firm is seeking a Senior Consultant to manage complex technology... ...candidate will develop and execute consulting strategies, oversee project management, and ensure delivery excellence for clients. Located ideally within the Pacific Northwest...SeniorRemote job
$166.25k - $192.5k
...Contribute to the development of strategy for the Healthy Buildings... ...sales targets by positioning UL Solutions offerings to key industries.... ...related software products to clients. ~ Serve as the primary... ...build status to become a trusted advisor. ~ Bachelors and/or...SeniorFull timeRemote work$150k - $175k
...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking... ...personalized, comprehensive wealth strategies and building long-term client relationships. The ideal... ...delivering tailored financial solutions and providing exceptional service...SeniorFlexible hours- A leading software company is seeking a Senior Manager of Content Strategy to lead the content strategy for its Design Solutions team. This role involves managing a team of strategists, shaping user experiences with a focus on AI-powered innovation, and collaborating with...Senior
- Autodesk is seeking a Senior Manager of Content Strategy to lead content initiatives for the Design Solutions team in Portland, Oregon. The role involves managing a team to execute impactful content strategies that enhance user experiences across key products like AutoCAD...Senior
$170k - $210k
...Partner, Senior Wealth Advisor (Portland, OR) The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support... ...of clients and propose solutions that fit each client's unique... ...sophisticated financial strategies with clarity, leveraging strong...SeniorTemporary workWork at officeRemote workMonday to Friday- ...company is seeking a professional with at least 5 years of experience, including 2 years in sales, to develop sales and marketing strategies for its products. The role involves discovering new customers and constant communication with management. Candidates should...SeniorPermanent employmentRemote work
$80k - $90k
...addition to our Implementation Solutions Group. In the role of Senior Analyst, youll support... ...and non-retainer clients, solely on a project basis... ...insurance assets, sovereign wealth funds, mutual fund boards... ...that summarizes transition strategy bids/liliEngage with...SeniorWork experience placementWork at officeWork from homeWork visa2 days per week3 days per week- A leading technology solutions provider is looking for a full-time Account Executive to manage client relationships and drive sales of technology solutions. The ideal candidate will have over 7 years of technology sales experience and a proven ability to close complex...SeniorRemote jobFull time
$60k
Comcast Advertising is seeking an SMB Senior Account Executive in Vancouver, Washington. This role focuses on selling Internet, Data,... ...Voice services to small and mid-size businesses, ensuring tailored solutions for customers. The ideal candidate will develop local...SeniorLocal area- ...efficiency and effectiveness. These individuals analyze client needs, develop operational strategies, and offer guidance and support to help clients... ...supplier relationship management, and digital procurement solutions. Focused on relationships, you are building...Senior
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Summary The Senior Client Advisor will lead the client advisor team at the Portland boutique, driving sales performance, coaching staff, and... ...and prioritize effectively. Proactive, enthusiastic, and solution-oriented with excellent communication and listening skills....Senior
- ...s most sophisticated clients using leading technology... ...Northern Trust, our Wealth Strategist position... ...executive role. As a senior member of the... ...client development, solutions sales strategy, and execution of our... ...existing), and professional advisors. You understand this...SeniorLocal areaFlexible hours
$104k - $140k
...Senior Solutions Consultant, Atlassian Solution Architect Are you a service-driven consultant... ..., ERP modernization, and operational strategy. We focus especially on organizations navigating... ...technology. You will work closely with clients to understand their unique needs,...SeniorLocal area$77k - $202k
...implementing seamless integration solutions and robust platform architectures for clients. They enable efficient data flow... ...your work fits into the overall strategy. Develop a deeper understanding... ...cloud solutions and migrations. As a Senior Associate you analyze complex...SeniorFull timeH1b- * Teaching* Learning Solutions* Data Systems* IT Solutions* Financial... ...travel as needed to support clients, implementations, and growth... ...executes state and local consulting strategies aligned with client... ...solution offerings.* Serves as a senior client-facing leader, ensuring...SeniorLocal areaRemote work
$157k - $281.93k
...A prominent design and manufacturing company in Portland is seeking a Senior Principal Content Strategist to lead the end-to-end content strategy for an AI initiative. This role requires over 12 years of experience in content strategy and UX writing, alongside proven leadership...Senior- A leading real estate firm is seeking a Sr. Manager, Demand Generation to lead marketing strategies that drive pipeline and revenue growth. The role focuses on overseeing demand strategy, analyzing funnel results, and enhancing customer engagement across channels. Candidates...Senior
- ...industries see us as a trusted advisor. Putting the customer... ...support the right IT solutions for every customer.... .... We are seeking a Senior Solutions Engineer... ...provide value for our clients in both pre‑sales design... ...team to build a winning strategy for our clients....Senior
$77k - $202k
...analytics techniques to help clients optimise their operations and... ...your work fits into the overall strategy. Develop a deeper... ...enterprise environments. As a Senior Associate, you will analyze complex... ...issues and develop strategic solutions - Mentor and guide junior...SeniorFull timeH1b$105.35k - $165.55k
...to architect and own ZoomInfo's global Solutions Partner Program from the ground up. As the... ...with ZoomInfo's overall partner strategy. If you're a self‑starter who thrives on... ...solutions partners' success Serve as a trusted advisor and player/coach to ZoomInfo's solutions...SeniorWorldwide- ...entreprise de pointes dans le secteur du recrutement recherche un(e) Senior Sales Executive motivé(e) et ambitieux(se) pour rejoindre son é... ...de gérer un cycle de vente complexe, de prospecter des clients et de maintenir des relations optimales. Offres de salaire comp...SeniorRemote work
$70k - $100k
...for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing... ...to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network...SeniorTemporary workLocal areaFlexible hours$153k - $192k
...ability to prototype and build working solutions* Strong coding skills in Python and experience... ..., observability patterns, monitoring strategies, model governance, bias mitigation, and... ...standardization* Experience influencing senior business and technology leaders on...SeniorImmediate start
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