Senior Private Asset Portfolio Leader
Retirement Resource Center, LLC.
Retirement Resource Center, LLC. is looking for a Sr. Portfolio Manager in Bellevue, Washington to lead investment management for high-value client relationships. The ideal candidate will manage portfolio strategies, ensure compliance, and mentor junior staff while contributing to team investment philosophy. A bachelor’s degree and a minimum of 5 years in complex portfolio management are required, with preference given to those holding a CFA or CFP certification. Benefits include a competitive compensation package and total rewards designed to support financial well-being. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Asset Portfolio Leader in Bellevue, WA vacancy
- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivateAsset
- Sr. Portfolio Manager, Private Asset Management Key Responsibilities and Duties Lead investment management for high-value client relationships with sophisticated needs. Ensure operational accuracy, compliance, and high-touch client servicing. Create and adjust asset...SeniorPrivateAssetWork experience placement
$116k - $216k
...Seattle Washington Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate... ...advisor. Interfaces with other Key Private Bank advisors and team members as necessary... ...external advisors to provide advice relating to asset allocation and the execution of overall...SeniorPrivateAssetWork experience placementWork at officeFlexible hours$78k - $102.5k
Analyst / Senior Analyst BioMed Realty, a Blackstone portfolio company, is the largest private provider of real estate solutions for the life science industry. BioMed owns and... ...and key business trends at both the asset and portfolio levels Lead the monthly rent...SeniorPrivateAssetTemporary workFlexible hoursShift work- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...SeniorAsset
$180k - $210k
...Infrastructure is positioned to be a leader in the industry in reliable, safe,... ...across the credit, real estate, private equity and infrastructure asset classes. We are a global data center... ...power across our global data centre portfolio. This is a high‑impact role offering...SeniorPrivateAssetTemporary workWork experience placementFlexible hours$187.5k - $234.37k
...world. About the role As Senior Technical Partner... ...architectures, and enablement assets that make our partners... ...point of contact for a portfolio of strategic partners... ..., and alliance leaders. Design joint solutions... ...networking (including private 5G, SD‑WAN, and satellite...SeniorPrivateAssetRemote workFlexible hours- Bridge33 Capital, a rapidly growing real estate private equity firm in Seattle, is seeking a Senior Analyst in Asset Management. This hybrid role involves... ...Managers in managing a nationwide retail property portfolio, ensuring operational excellence and maximizing...SeniorPrivateAsset
- ...Wealth serves as an independent wealth and asset management business serving high net... ...The Role We are seeking an experienced Senior Analyst to join our GC Wealth team. The... ...of the GC Wealth investment team, driving portfolio research and analysis across asset classes...SeniorAsset
- # Senior Analyst, Asset ManagementBridge33 CapitalSenior AnalystReal EstateFull-timeLocationSeattle... ...vertically integrated real estate private equity firm specializing in open-air retail... ...Asset Managers across an assigned portfolio: preparing annual operating budgets, tracking...SeniorPrivateAsset
- Our client is seeking a Senior Client Relationship Manager, Vice President... ...helping advisors incorporate private markets and other alternative strategies into client portfolios. The role will report to a... ...existing platform users and asset holders. Build product...SeniorPrivateAsset
$140k - $160k
...industry. Job Description Summary As the Senior Associate, Data Center Design... ...across the credit, real estate, private equity and infrastructure asset classes. We seek to provide flexible... ...Asset Management, LP., a wholly owned portfolio company of Ares Capital...SeniorPrivateAssetFull timeTemporary workWork experience placementLocal areaFlexible hours- ...Act as key relationship manager for ultra‑high net worth clients. Work closely with Private Wealth Advisors and teammates to service our clients. Oversee asset movements, portfolio implementations, and leverage your understanding of organizational documents, estate planning...SeniorPrivateAssetWork at office
$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most... ..., with over $8.5 billion in client assets and 26 locations across 14 states....PrivateAssetTemporary workWork at officeFlexible hours- KeyBank is seeking a Sr Portfolio Strategist in Seattle who will advise clients on investment strategies and customize portfolios to meet their unique needs. This role requires collaboration with the relationship management team to ensure comprehensive client service and...SeniorPrivate
$75k - $125k
...looking for a Financial Analyst who will provide relationship management and support to Private Wealth Advisors. Responsibilities include monitoring client portfolios, creating asset allocation proposals, and preparing client-facing materials. Ideal candidates will have...PrivateAsset- ...Senior Associate, Private Markets Fund Accounting Locations: Los Angeles, CA | San Francisco, CA | Sacramento, CA | Bellevue, WA | Hybrid... ...delivering accurate fund accounting for private equity and real asset clients, including managing capital activity, financial...SeniorPrivateAssetWork at office
$115k - $225k
...Stanley Investment Management, the asset management division of Morgan... ..., and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more... ...investment priorities. Act as a senior interface between Technology,...SeniorAssetTemporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...customers, and leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of...SeniorPrivateAssetWork at office
- ...Seattle Bancshares, Inc., a privately held bank holding company, and... ...Position Summary Seattle Bank’s Senior Relationship Manager (RM) is... ...to develop and grow a portfolio of commercial clients. The Senior... ...term loans, lines of credit, asset-based and transactional credits...SeniorPrivateAssetFull timeWork at office
Seattle Bank
Seattle, WA3 days ago $10 per hour
.... As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking... ..., you’ll be developing and managing a portfolio of large profitable business clients... ...internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One...SeniorPrivateAssetWork experience placementWork at office$100.13k - $117.8k
...Senior Fund Accountant Seattle, WA The Company You'll Join... ...everyone in venture capital, private equity and private credit. Trusted... ...representing nearly $185B in assets under management, with tools... ...Real-time IRR Real-time portfolio data Provide additional...SeniorPrivateAssetFull timeWork at office$195k - $351k
ST Public Branding is seeking a senior IT leader to manage the enterprise portfolio and serve as a strategic partner to executive leadership in Seattle. This hybrid role involves governance of IT projects, investment planning, and strengthening relationships with business...Senior$187k - $220k
...finance for all. An estimated $124 trillion of assets will be inherited by younger generations... ...or could obtain through escalation. A Senior Security Engineer on the Cloud Security... ...publicly-traded company;d) any investment in a private company that has a business relationship...SeniorPrivateAssetFor contractorsInternshipWork at officeVisa sponsorshipFlexible hoursShift work3 days per weekRobinhood
Bellevue, WA3 days ago$157k - $213k
Principal Financial Group seeks a Senior Portfolio Analyst in Seattle to manage the research and implementation of equity strategies across approximately $250 billion in assets. The role requires 8+ years in quantitative research and offers competitive compensation ranging...SeniorAssetRemote work- ...Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 06/18/20... ...fund orders, fixed income trades and private investments. Provide support across a diverse... ...money transfers, account maintenance, portfolio review preparation and ad‑hoc requests, and...SeniorPrivateAssetFull timeLocal area
$82k - $110k
...growing, vertically integrated real estate private equity firm specializing in open‑air... ...lifecycle. We are seeking a Senior Analyst , Asset Management , to support our Asset Managers in managing an assigned property portfolio. This hybrid role (4 days in-office, 1...SeniorPrivateAssetTemporary workFor contractorsWork at officeLocal areaWork from home$92k - $115k
...Senior FP&A Analyst WA - Bellevue Sono Bello is America's top... ...and it shows. As the national leader in providing cutting-edge, personalized... ...efficiency, cash flow, assets, liabilities, and equity.... ...BI. Experience supporting private equity-backed organizations....SeniorPrivateAssetFull time- A leading outdoor retail organization is seeking a Senior Merchandising Analyst to enhance their private label product offerings. You will use data analytics to find actionable insights, develop dashboards, and collaborate with various stakeholders. The ideal candidate...SeniorPrivate
- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Asset Portfolio Leader. Be the first to apply!
Related searches
- disability team leader Bellevue, WA
- team coordinator Bellevue, WA
- office team lead Bellevue, WA
- healthcare team leader Bellevue, WA
- integration team lead Bellevue, WA
- team leader production Bellevue, WA
- site leader Bellevue, WA
- manufacturing team lead Bellevue, WA
- compliance team leader Bellevue, WA
- mobile team lead Bellevue, WA