Senior Wealth Management Relationship Manager
$138.57k - $241.11kWashington Trust Bank
A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role involves overseeing client relationships, identifying business development opportunities, and ensuring risk management compliance. The ideal candidate will have a Bachelor's in Finance and experience in fiduciary management. Competitive compensation ranges from $138,567 to $241,107 based on role level and qualifications, plus participation in an annual bonus plan. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Management Relationship Manager in Seattle, WA vacancy
$138.57k - $241.11k
...A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory...SeniorWatrust
Seattle, WA9 hours ago$80.5k - $135k
A leading financial institution located in Seattle is seeking an experienced professional to develop and execute client acquisition strategies. The ideal candidate will have a strong background in financial services, exceptional sales skills, and experience with high-net...SeniorEast West Bank
Seattle, WA4 days ago- JPMorgan Chase & Co. is seeking a Relationship Manager in Bellevue, WA, to manage and develop high-net-worth client relationships across banking, lending, and investments. Your role includes providing exceptional service to clients, fostering partnerships across teams,...SeniorFull time
- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...Senior
- ...Our client is seeking a Senior Client Relationship Manager, Vice President to join its Alternatives Distribution Sales team. This individual will be... ...adoption of alternative investment solutions across the wealth management channel. This role is ideal for a commercially...Senior
Knack Group
Seattle, WA1 day ago - ...Senior Relationship Manager Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner... ...0+ years' experience in private or commercial banking, or wealth management. 5+ years' experience as relationship or...SeniorFull timeWork at office
CD Valet
Seattle, WA9 hours ago $10 per hour
...Business Relationship Manager Senior Acquisition-Vice President Seattle, WA, United States If you are customer focused, enjoy building relationships... ...internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities...SeniorWork experience placementWork at officeAumni
Seattle, WA4 days ago$10 per hour
...customer focused, enjoy building relationships and providing financial advice... ...as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business... ...with Private Bank, Asset Wealth Management, Middle Market and One...SeniorWork experience placementWork at office$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and providing... ...As a Business Relationship Manager Senior (BRM) Deepening banker in Business... ...banking products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork experience placementWork at office- ...Group Director based in Seattle, WA to provide exceptional service to clients while supporting Financial Advisors and teams. In this senior role, you will help shape the client service model and oversee daily operations of the business. The ideal candidate will have over...Senior
$147k - $198.9k
...Tata Consultancy Services is seeking a seasoned Business Relationship Manager in Bellevue, Washington, to lead and grow a client portfolio within its Tech Services vertical. This senior role requires a proven track record in selling professional services, with a focus...SeniorTata Consultancy Services
Bellevue, WA1 day ago$60k - $125k
...A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth... ...along with a Bachelor's Degree. You will manage client relationships, oversee asset movements, and contribute to delivering innovative...SeniorWork at officeGoldman Sachs Bank AG
Seattle, WA1 day ago- ...BECU is seeking a Sr. Commercial Relationship Manager II to drive impact in commercial real estate and Affordable Housing initiatives. You’ll build strategic relationships and guide lending processes, ensuring seamless loan approvals while communicating transparently...SeniorRemote work
BECU
Seattle, WA9 hours ago $100k - $120k
...Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients, and contribute to tax planning for high-net-worth individuals and corporations. The ideal candidate should...SeniorRemote workColdstream Capital Management
Seattle, WA1 day ago- Morgan Stanley is seeking a Group Director in Seattle to provide exceptional service and support Financial Advisor teams. This senior role requires leadership in shaping client service models and overseeing daily operations. The ideal candidate will have over 10 years...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ...advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal candidate...Senior
$200k - $250k
A wealth management firm based in Seattle is seeking a Senior Wealth Manager. The role includes overseeing fiduciary relationships, leading financial planning analysis, and partnering with a client service team. Candidates should have 15+ years in the financial services...Senior$90k - $115k
...Porter Works is seeking a Client Experience Manager in Seattle, WA (hybrid/on-site) to foster client relationships and ensure project success. You will leverage your experience in the commercial interiors industry, managing large, multi-phased projects while collaborating...SeniorPORTERWORKS, INC
Seattle, WA4 days ago- Willis Towers Watson is seeking a Senior Surety Client Manager in Seattle, WA. This role involves supporting Producers and Account Executives in managing client accounts related to surety and insurance. Responsibilities include handling client inquiries, managing bond...Senior
$236.56k - $414.12k
001 The Northern Trust Company is seeking a seasoned wealth-management professional in Seattle. The role involves building and sustaining high-value client relationships through strategic vision and exceptional service. Ideal candidates will have 10-15 years of industry...Senior$81k - $90k
...United Business Bank is seeking an Experienced Client Service Manager III for the Tukwila Office, responsible for overseeing operations functions in a dynamic branch environment. The ideal candidate should possess retail bank management experience and a thorough understanding...SeniorWork at officeUnited Business Bank
Tukwila, WA4 days ago$120k - $190k
Bank of America is looking for a Relationship Manager to join their Commercial Real Estate Team in Seattle. This role focuses on providing financial solutions and serving as the primary advisor to clients in the Global Commercial Banking sector. The ideal candidate will...Senior- ...Knack Group is seeking a Senior Client Relationship Manager, Vice President to drive adoption of alternative investment solutions in Seattle. This role involves leading sales coverage, building advisor relationships, and educating clients on investment strategies. The...Senior
Knack Group
Seattle, WA1 day ago - 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...Senior
$80k - $115k
...financial plans, and monitoring client investments to ensure optimal outcomes. The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related field, alongside a CFP designation. The position offers a competitive salary between...Senior$30 - $32.31 per hour
...The ideal candidate will hold a Bachelor’s or Associates degree, have experience in senior living, and possess strong leadership and organizational skills. The position involves managing a team, planning events, and ensuring compliance with state regulations....SeniorHourly pay- Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet...Senior
$140k - $170k
...Senior Commercial Relationship Manager Seattle, Washington Commercial - Commercial & Industrial Lending / Full Time - Salary / Hybrid More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and...SeniorFull timeLocal areaMRI Spokane
Seattle, WA3 days ago- Avante seeks a Senior Customer Success Manager in Seattle to oversee enterprise customer relationships and ensure their success. This role involves strategic account management, driving engagement with senior stakeholders, and utilizing AI tools for enhanced customer experiences...Senior
- ...marketing solutions. The ideal candidate will have 5-7 years in a marketing or creative agency, with strong skills in client relationship management and team leadership. You will play a pivotal role in developing strategies to help clients achieve their goals while...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Relationship Manager. Be the first to apply!
Related searches
- wealth manager Seattle, WA
- wealth management advisor Seattle, WA
- wealth management consultant Seattle, WA
- relationship manager work from home Seattle, WA
- relationship marketing manager Seattle, WA
- patient relations manager Seattle, WA
- service relationship manager Seattle, WA
- global relationship manager Seattle, WA
- government relations manager Seattle, WA
- provider relations manager Seattle, WA