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
$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- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...include a coordinated financial strategy that aligns with each client's goals and values. The... ...complex issues and offer creative solutions to help clients achieve their goals...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
- ...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
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type:... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...efficiencies. As a Senior Associate you shall analyze... ...Experimenting with digitization solutions Working with large,...SeniorFull timeH1b$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$124k - $335k
...Industry/Sector: Asset and Wealth Management Time... ...Renewable Energy Tax Senior Manager, you will play... ...role in advising clients on their local and international... ...and structuring tax strategies for our Financial... ...and providing strategic solutions to clients...SeniorFull timeH1bLocal area$77k - $214k
...Industry/Sector: Asset and Wealth Management Time... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...implement creative tax solutions. As a Senior Associate you will analyze... ...technical business advisor Demonstrating familiarity...SeniorFull timeH1b$124k - $335k
...Sector: Asset and Wealth Management Time... ...opportunity to help our clients meet their tax... ...future. As a Senior Manager, you'll work... ...issues from strategy to execution. PwC... ...discuss potential solutions, even before the stakeholder... ...as a strategic advisor, leveraging...SeniorFull timeH1bLocal areaOverseas$76k - $125.3k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO... ...developing recommended solutions via research and/... ...as a trusted advisor to maintain and further... ...consulting, tax, strategy and transactions....SeniorSummer holidayWork at officeLocal areaFlexible hours- ...seeking a Product Manager in Lake Oswego, Oregon to lead product strategy and development. This pivotal role involves collaborating with... .... This position offers a unique opportunity to impact health care solutions across KP regions. #J-18808-Ljbffr Kaiser PermanenteSenior
$170k - $210k
...Partner, Senior Wealth Advisor Portland Why Work at Mercer Advisors?... ...legally bound to act in our clients' best interests — always.... ...needs of clients and propose solutions that fit each client's unique... ...sophisticated financial strategies with clarity, leveraging strong...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- 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
$200.7k - $250.9k
Mercury is seeking a Senior Risk Strategist to focus on card fraud strategies in a hybrid work environment. This role requires 6+ years of analytical experience... ...You will partner with various teams to implement solutions that reduce fraud while improving customer...SeniorRemote job$135k
...actions, and committed to doing the right things right. The Senior Manager, Strategy & Operations plays a critical role in driving strategic... ...adoption of AI-enabled workflows and scalable business solutions What you'll bring: ~6+ years of experience in MBB...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...SeniorLocal areaFlexible hours
- ...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...
- J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care... ...with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...
$75k - $85k
Position Overview Financial Solutions Advisor - Bank of America Advisor Development Program. From... ...that cover portfolios, investment strategies, and holistic financial planning. The role... ...comprehensive financial advice and conduct client reviews and presentations with...SeniorImmediate startDay shift- Senior AI/ML Solutions Architect (Hybrid) - Oregon, Washington, Idaho, or Utah We are looking for a Senior AI/ML Solutions Architect who can... ...influencing senior business and technology leaders on technical strategy. Compensation Base salary range: $153,000 - $250,000 per...Senior
$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$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$145k - $175k
...Senior Wealth Advisor This position ensures the growth and development for the Wealth, Financial... ...execute effective wealth management strategies targeted at acquiring, deepening, and... ...retaining wealth management and banking clients. This role will also include strategies...SeniorTemporary workWork at office$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- ...Mercy Corps is seeking a Senior Compensation & Benefits Advisor for Europe and Strategic Initiatives to design and deliver compensation frameworks supporting... .... The ideal candidate will ensure compliance and drive continuous improvement in benefits strategies. #J-18808-Ljbffr...SeniorFull time
$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- ...industries see us as a trusted advisor. Putting the customer... ...support the right IT solutions for every customer. We... .... We are seeking a Senior Solutions Engineer... ...provide value for our clients in both pre-sales design... ...to build a winning strategy for our clients. Perform...Senior
$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- Columbia Sportswear Company cerca un Senior Human Resource Business Partner per il proprio centro di distribuzione a Portland, Oregon... ...vita dei dipendenti. Porterai valore all'azienda allineando le strategie HR con gli obiettivi aziendali, gestendo il talento e promuovendo...Senior
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