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
- 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...SeniorWork experience placementWork at office
- 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...SeniorFlexible hours
- 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...Senior3 days per week
- 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,...SeniorRemote jobFull time
$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-...SeniorWork experience placementInternshipFlexible hours- 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
- 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
$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....SeniorFull timeWork at officeRemote workMonday to Friday- 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
$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$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- ...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
- ...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...SeniorWork experience placement
$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...$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 workWork at officeRemote work3 days per week- 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
$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$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...SeniorTemporary workWork experience placementLocal area$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 areaRemote workMonday to Friday- 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
- 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...SeniorContract work
- ...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...SeniorFor contractorsStart working todayWork at officeImmediate start
$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 workTemporary workWork at officeLocal areaMonday to Friday$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...SeniorLive inWork at officeLocal area- 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
- ...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
$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...SeniorTemporary workWork at officeLocal area- ...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
$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...SeniorFlexible hours$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...SeniorTemporary workWork at office
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