Senior Wealth & Portfolio Relationship Manager
Financial Recruiters International
Financial Recruiters International seeks a relationship-driven Trust and Wealth professional to serve high-net-worth clients, delivering tailored estate and wealth planning solutions. You will work directly with clients and advisors to manage portfolios, present investment strategies, and grow market share in your region. CFA/CFP are highly preferred, with strong communication and client relationship skills essential. #J-18808-Ljbffr Financial Recruiters International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Portfolio Relationship Manager in Columbia, MO vacancy
- ...partnering with a respected financial institution to find a relationship-driven Trust professional in Columbia, Missouri. This role involves managing complex fiduciary relationships and delivering thoughtful estate and wealth planning solutions for high-net-worth clients. The...Senior
Financial Recruiters International
Columbia, MO2 days ago $99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...team member’s unique strengths, and managing performance to deliver on client... ...maintaining, and utilizing networks of client relationships- Success as tax technical business...SuggestedFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...- Building and maintaining strong relationships with clients and stakeholders to foster...SeniorFull timeH1bLocal area$140k - $185k
...deepening, and maintaining profitable relationships, collaborating with teammates and... ...client satisfaction.Responsibilities:Manages an extensive portfolio of complex clients and prospects with... ...Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursDay shift$100k
A company built to serve you. It's your career, Shelter it! Portfolio Manager - Fixed Income $100,000 / year minimum, commensurate with experience... ...research and securities analysis; make recommendations to senior management and prepare reports and presentations for board-...SuggestedWork experience placementWork at officeFlexible hours- ...institution in Columbia, MO is seeking experienced financial advisors to manage a client book and provide tailored financial planning solutions. Candidates should have at least 4 years in wealth management and must hold FINRA licenses. Strong verbal communication skills...
- ...respected financial institution seeking a relationship-driven Trust professional to join their... ...to work with high-net-worth clients, manage complex fiduciary relationships, and play... ...role in delivering thoughtful estate and wealth planning solutions. This role is open due...Senior
Financial Recruiters International
Columbia, MO4 days ago $122.5k - $423.78k
...ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's...Full timeH1b$77k - $214k
...ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob Description &... ...business environment.Focused on relationships, you are building meaningful client connections... ...technology risk consultations. As a Senior Associate you are expected to analyze...SeniorFull timeH1b- ...Sales Account Manager SumnerOne is hiring a Sales Account Manager to drive growth... ...territory and maintaining strong customer relationships. We believe growth comes from being... ...expansion (30%) Manage and grow an assigned portfolio of existing accounts through upselling,...Full timeWork at officeNight shift
SumnerOne
Columbia, MO2 days ago $177.69k
...developing your market, your client relationships, and working to grow a... ...Position Summary We're seeking a Senior Account Executive (known to N... ..., community-driven content Manage your territory, sales... ...creative community events. Our portfolio includes 800+ custom publications...SeniorLocal areaWork from homeHome officeFlexible hoursN2 - All Jobs
Columbia, MO20 hours ago- ...Job Details: We are seeking an experienced Senior Account Manager to maintain, grow, and expand relationships with key customers. This role is responsible for developing account strategies, growing sales, achieving sales targets, and ensuring customer needs are met....SeniorTemporary workWork at office
Liberty Personnel Services, Inc.
Columbia, MO15 days ago - ...A research and development firm in Columbia Township is seeking a Senior Scientist to lead complex analytical projects. This role involves conducting research following CGMP/GLP guidelines, providing technical leadership, and ensuring data accuracy in studies. Candidates...Senior
Seeds Renewables
Columbia, MO2 days ago - ...services company seeks driven individuals in Columbia, MO to help clients achieve their financial goals while building personal relationships. Ideal candidates should possess a bachelor's degree and strong interpersonal skills. Compensation includes a combination of commissions...Full time
$53k - $90k
...training in Salesforce, sales process management, business development and more. Principal... ...and establishing referral partner relationships with professionals from the real estate... ..., analyze options with a large carrier portfolio, and provide a custom solution to mitigate...Local area- Alexander Forrest Investments, LLC is seeking an experienced General Counsel to oversee all legal functions for its multifamily real-estate operations nationwide. The role requires proactive leadership, cross-department collaboration, and strategic advisory for acquisitions...Senior
$58k - $85k
Loan Officer - Agriculture Relationship Manager Help Fuel the Future of Agriculture in Missouri Do you enjoy building relationships, helping... ...and manage a successful agricultural and consumer lending portfolio. Identify opportunities to help customers achieve their financial...Local areaWork from home- MU Health Care is seeking an experienced Neurodiagnostic Technologist Specialist in Columbia Township. This position requires expertise in specialized neurodiagnostic procedures and the ability to mentor junior staff. Responsibilities include patient assessment, performing...Senior
- ...of Missouri Bond Life Sciences Center in Columbia is seeking a Senior Scientist - Catalysis and Reaction Engineering to lead... ...develop synthesis strategies, explore structure-property-activity relationships, study mechanisms and kinetics, and apply advanced characterization...Senior
- EquipmentShare in Columbia, MO is seeking a Senior Accountant - Financial Reporting to prepare and review external financial statements in accordance with U.S. GAAP and SEC rules. You’ll work with auditors and cross-functional teams to ensure timely, accurate reporting...Senior
$120k - $150k
Job Title: Senior Project Manager or Project Manager (Hiring for Both) Location: Columbia, SC Salary: $120k-$150k Requirements: 5+ years as... ...implement mitigation strategiesBuild and maintain strong working relationships with owners, architects, engineers, subcontractors, and...SeniorPermanent employmentFull timeFor contractorsFor subcontractor- University of Missouri, MU Extension and Engagement, is seeking an Educational Program Associate III to support 4-H Youth Development programs in Henry County. The role involves coordinating events, building partnerships, and delivering curricula that foster leadership...SeniorFlexible hoursAfternoon shift
University of Missouri-Columbia
Columbia, MO3 days ago - ...Life Sciences Center at the University of Missouri invites a Senior Scientist to lead research in catalysis and reaction engineering... ...strategies, establishing structure-property-activity relationships, investigating mechanisms and kinetics, and applying advanced...Senior
- ...Columbia Township, Missouri, to provide engineering and consulting services across various sectors. Key responsibilities include managing projects, developing work scopes, and ensuring compliance with plans. Ideal candidates will have a Bachelor's degree in Engineering...Senior
- ...Senior HVAC Service Technician – Columbia, MOAre you an experienced HVAC technician who takes pride in quality work and excellent customer service? Join MasterTech Plumbing, Heating & Cooling, where your skills are valued, your growth is supported, and your success is...SeniorApprenticeship
Mastertech Services
Columbia, MO3 days ago - ...Community Bank Missouri in Missouri is seeking a Commercial Loan Officer to lead local business development and portfolio growth. You will build relationships with owners, analyze financials, and structure credit solutions to help clients grow. The role emphasizes face-...SeniorLocal area
gpac
Columbia, MO3 hours ago - Job Detail Organization: City of Columbia, MO Title: GIS Analyst II (Senior) Location: Columbia, MO Posted: 2026-07-10 Application Deadline: Position Description : Please Apply At: All Contents © 1999-2022. The GIS Jobs ClearinghouseSeniorColumbia, MOa month ago
- ...team. In this full-time role, you'll provide high-quality primary care in skilled nursing and senior living facilities, focusing on patient wellness and chronic condition management. We're looking for someone with a valid license, a Master's Degree, and strong...SeniorFull time
- ...an organized, proactive administrative professional to support senior leadership calendars, meetings, and communications in a fast-paced... ...awareness, cross-functional collaboration, and the ability to manage complex tasks with discretion, contributing to high-level operational...Senior
- ...Description Job Description The Tax Senior is responsible for preparing and... ...assignments under the direction of the members, managers and/or supervisors. Demonstration of... .... Develop positive working relationships with clients and co-workers. Must have...SeniorWork at officeLocal area
Williams-Keepers LLC
Columbia, MO21 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Portfolio Relationship Manager. Be the first to apply!
Related searches
- wealth management advisor Columbia, MO
- wealth management consultant Columbia, MO
- wealth manager Columbia, MO
- senior application security Columbia, MO
- senior Columbia, MO
- senior customer success engineer Columbia, MO
- senior property accountant Columbia, MO
- senior operations technician Columbia, MO
- senior database analyst Columbia, MO
- senior construction accountant Columbia, MO