Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior UHNW Trust & Portfolio Manager

Columbia Bank

Columbia Bank is seeking a skilled advisor to lead UHNW client acquisition and portfolio management for family offices in Oregon. You will develop strategic initiatives, leverage networks, and collaborate with internal teams to position the firm as a trusted advisor. You will design customized portfolios, integrate traditional and alternatives, and provide reviews and reporting while coordinating with legal, tax, and estate-planning professionals. #J-18808-Ljbffr Columbia Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Trust & Portfolio Manager in Portland, OR vacancy
  • Responsibilities Lead client acquisition and portfolio management for ultra‑high‑net‑worth individuals...  ...strategic initiatives to acquire UHNW clients and family offices through personal...  ...teams to position the firm as a trusted advisor to UHNW families. Design and manage... 
    Senior
    Work experience placement
    Work at office

    Columbia Bank

    Portland, OR
    2 days ago
  • A leading accounting solutions provider is seeking a Senior Tax Manager for their Trust and Estates team in Vancouver, WA. This role involves managing a national client portfolio, delivering exceptional service, and tackling complex tax issues in trust and estate matters... 
    Senior
    Flexible hours

    Ascend

    Vancouver, WA
    1 day ago
  • U.S. Bank in Oregon seeks a senior wealth management leader to retain and grow medium to large high net worth client relationships. You will convene a team of Banking, Trust and Investment professionals around each client to meet and exceed complex wealth-management needs... 
    Senior
    3 days per week

    Us Bank

    Portland, OR
    1 day ago
  • Peak-Credit-Union is looking for a skilled Commercial Portfolio Manager to remotely support the Commercial Lending Team. Responsibilities include managing existing commercial credit relationships and assisting with new ones, ensuring compliance with banking regulations,... 
    Senior
    Remote job
    Full time

    Peak-Credit-Union

    Vancouver, WA
    1 day ago
  • $100k - $150k

     ...acquisition and training, leading quality management resources, best-of-breed technology,...  ...come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team! Leveraging your...  ...Key Responsibilities Manage client portfolio, consistently delivering high-... 
    Senior
    Work experience placement
    Internship
    Flexible hours

    Ascend

    Vancouver, WA
    1 day ago
  • BCG Attorney Search is seeking a mid to senior level associate for their Trust and Estate Litigation practice group in Portland, OR. The role involves assisting fiduciaries and beneficiaries in contested trust and estate matters, and requires strong litigation and drafting... 
    Senior

    BCG Attorney Search

    Portland, OR
    5 days ago
  • Riverview Bank seeks a fiduciary services professional to manage a portfolio of trust and estate accounts, provide fiduciary guidance, and coordinate with internal and external professionals to fulfill long-term goals. This role emphasizes relationship management, trust... 
    Senior

    Riverview Bank

    Vancouver, WA
    5 days ago
  • $104.63k - $118.9k

     ...vary by role. Job Overview: This position supports the Commercial Lending Team by handling all aspects of commercial loan portfolio management. Key duties include technical and administrative tasks related to managing existing and new commercial credit relationships.... 
    Senior
    Full time
    Work at office
    Remote work
    Monday to Friday

    Peak-Credit-Union

    Vancouver, WA
    4 days ago
  • Coldstream, located in NE Portland, is looking for an experienced Portfolio Manager to join their team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The ideal candidate has at least 5 years of... 
    Senior

    Coldstream

    Portland, OR
    5 days ago
  • $160k - $200k

    Boly:Welch in Portland, Oregon, is seeking an experienced Portfolio Manager to oversee client portfolios and contribute to investment strategy. You will collaborate with colleagues, lead asset allocation guidelines, and mentor a team of Associate Portfolio Managers. The... 
    Senior

    Boly:Welch

    Portland, OR
    5 days ago
  • $119.77k - $140.9k

    U.S. Bank is seeking an experienced professional to manage fiduciary and investment management accounts in Portland, Oregon. Candidates should have over 10 years of experience in trust administration and hold a relevant professional designation. Responsibilities include... 
    Senior

    Us Bank

    Portland, OR
    2 days ago
  •  ...Service Advisor II in Portland, OR, to blend automotive knowledge with outstanding customer service and sales skills. You will act as a trusted advisor, guiding customers through vehicle repairs while collaborating with technicians to ensure accurate, efficient, and quality... 
    Senior

    Gills Point S Tire & Auto

    Portland, OR
    3 days ago
  •  ...Responsibilities Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts...  ...equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may include... 
    Senior
    Work experience placement

    Jobtailor

    Gresham, OR
    2 days ago
  • $70k - $80k

     ...About the job Portfolio Property Manager Vancouver, WA | Competitive Salary + Full Benefits ABOUT THE ROLE Zenith Properties NW is looking for a...  ...foster relationships with Property Owner clients, earning trust and generate 5-star reviews and referrals through delivering... 

    Zenith Properties NW LLC

    Vancouver, WA
    5 days ago
  • $160k - $200k

     ...relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping...  ...-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a... 
    Temporary work
    Work at office
    Remote work
    3 days per week

    Coldstream Capital Management

    Portland, OR
    5 days ago
  • Ripple Impact NW seeks a Sr. Tax Preparer/Client Manager in Vancouver, WA. In this role, you will manage client portfolios, prepare and review complex tax returns, and offer proactive tax planning strategies. Candidates should have an EA or CPA designation, a Bachelor's... 
    Senior

    Ripple Impact NW

    Vancouver, WA
    2 days ago
  • $45 - $50 per hour

    We are seeking a Portfolio Management to lead a portfolio of finance programs, ensuring alignment...  ...stakeholder engagement and serve as a trusted advisor across teams. Required Skills...  ...Base pay range $45.00/hr - $50.00/hr Seniority level Mid-Senior level Employment type... 
    Contract work

    BrickRed Systems

    Beaverton, OR
    5 days ago
  • $119.77k - $140.9k

     ...One. Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts...  ...equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may... 
    Senior
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Portland, OR
    2 days ago
  • $95k - $105k

     ...Family Center is seeking a strategic and people-centered Regional Portfolio Manager to serve as the operational and supervisory lead for NAYA's...  ...containment strategies that preserve livability and resident trust. Strengthen communication and coordination between property... 
    Local area
    Remote work
    Monday to Friday

    Native-American-Youth-and-Family-Center-

    Portland, OR
    5 days ago
  • Mercury, a leading fintech company, is seeking a Product Designer to enhance customer experiences in financial dispute situations. The role will involve designing intuitive workflows and fostering collaboration across various teams. The ideal candidate has over four years...
    Senior

    Mercury

    Portland, OR
    1 day ago
  • PortlandJobs.net, LLC is seeking a Senior Cybersecurity Architect in Portland, OR, onsite from day one, for a 6‑month contract to hire. You will lead the design, implementation and optimization of enterprise network security across on‑prem and hybrid cloud environments... 
    Senior
    Contract work

    PortlandJobs.net, LLC

    Portland, OR
    5 days ago
  •  ...experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best‑in‑class training, and we...  ...! As part of our aggressive growth strategy, we are seeking a Senior Investment Broker to join our Portland, OR team. This... 
    Senior
    For contractors
    Start working today
    Work at office
    Immediate start

    NorthMarq

    Portland, OR
    2 days ago
  • $30 - $36 per hour

     ...development corporation with a mission “to preserve, expand and manage affordable housing in the City of Portland and provide access...  ...displaced families previously resided. Position Summary: The Portfolio Manager is responsible for ensuring that our property... 
    Contract work
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Portland Community Reinvestment Initiatives Inc

    Portland, OR
    1 day ago
  • $132.5k - $338.3k

     ...You areDigital Assets Senior ManagerManagement Consulting?professionals design and implement...  ...& Capital Markets Digital Assets Senior Manager will be focused on supporting the...  ...us to help our clients reinvent and build trusted, lasting relationships. We measure our success... 
    Senior
    Live in
    Work at office
    Local area

    Accenture

    Beaverton, OR
    2 days ago
  • A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates... 
    Senior

    U.S. Bank

    Portland, OR
    1 day ago
  •  ...Commercial Portfolio Manager Meritus is comprised of a committed team of commercial and multi-family management professionals that take great pride in being stewards of the built environment, operating assets efficiently, and providing an outstanding tenant experience... 
    Work at office

    Meritus Property Group

    Portland, OR
    5 days ago
  • $168k - $240k

     ...evolution of Slalom. The Role: M&A Principal/Senior Principal The Role: M&A Principal/Senior...  ...models Building IMOs (Integration Management Office) leadership Managing integration...  ...products and services to life. We are trusted by leaders across the Global 1000, many... 
    Senior
    Temporary work
    Work at office
    Local area

    Slalom

    Portland, OR
    2 days ago
  •  ...Senior Director, Principal Gifts About the Company Philanthropic organization...  ...Industry Non-Profit Organization Management Type Non Profit Founded...  ...candidate will be responsible for leading a portfolio of principal and major gift prospects, with... 
    Senior

    Confidential

    Portland, OR
    2 days ago
  • $230k - $295k

     ...institutions, and developers use Circle to power trusted, internet-scale financial innovation....  ...stakeholder. As a Sr. Principal Product Manager on the Circle product team, you will be...  ...for money. Collaborating with senior product leadership and other product managers... 
    Senior
    Flexible hours

    Circle

    Portland, OR
    3 days ago
  • $145k - $175k

     ...Senior Wealth Advisor This position ensures the growth and development for the Wealth...  ...to develop and execute effective wealth management strategies targeted at acquiring, deepening...  ...and coordinate with various leaders of the Trust Company to create consistent client... 
    Senior
    Temporary work
    Work at office

    Riverview Bank

    Vancouver, WA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior UHNW Trust & Portfolio Manager. Be the first to apply!