Trust Portfolio Manager: Grow AUM & Lead Client Solutions
Columbia Bank (WA, OR & ID)
A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate will possess a B.A or B.S. in finance or accounting, along with 5 years of relevant experience. Excellent communication skills and a deep understanding of financial concepts are essential. A competitive compensation package and comprehensive benefits are offered. #J-18808-Ljbffr
$102.36k - $190k
...About the Role A Trust Portfolio Manager provides expertise in the management... ...utilizing effective investment solutions that maximize the return on... .... Proven ability to grow a book of business within a... ...communicator that builds trust with clients, business partners and...SuggestedWork experience placementWork at officeImmediate start$90k - $125k
A leading global investment firm is seeking an experienced Analyst for their Fixed Income Solutions team in New York. This position involves client engagement, marketing, and product development for fixed income SMA strategies. Candidates should have a solid understanding...Suggested- ...Vice President, Client Success Team Lead Chase Media Solutions harnesses the power of Chase to help brands connect... ...leading high performance account management teams, excellent organization and... ...skills, and are passionate about growing a new emerging media channel we...Suggested
$125k - $250k
...Goldman Sachs Asset Management is an opportunity to help clients across the globe... ...one of the world’s leading asset managers... ...including institutional portfolios, high net worth... ...responsibility of growing the QIS Liquid Alternatives... ...) to produce solutions to these...SuggestedFull timeTemporary workPart timeWork at office- Silvercrest Asset Management Group LLC is a leading independent,... ...wealth management solutions, specializing... ...Silvercrest’s client-centric approach... ...Objective: The portfolio manager will... ...relationships · Develop trusting relationships... ...focused on growing AUM by working with...SuggestedWork at office
- ...Client Strategy Senior Lead - Media Named Ad Age Best Places to Work... ...cutting-edge digital solutions and innovative media... ...strategies that help brands grow, evolve, and connect... .... We're not just managing campaigns—we're... ...communications to establish trust and understanding of...Work experience placementLocal areaShift work
- ...organizations adapt and grow by orchestrating... ..., Cprime is trusted globally to make transformation... ...for the Global Solution Design team. Align... ...market trends and client needs. Drive... ...and partners. Lead the development of... ...etc. Relationship Management: Build and maintain...Local areaWorldwide
- ...18 months and are trusted by global enterprises... ...the 4th fastest growing startup in Europe... ...on the optimal solutions for our customers... ...Supplier Relationship Management. And we are... ...engineering teams leading all customer deployment... ...pleasing customers/clients. You have 5-8...Contract workWork at officeShift work
- ...oriented Deployment Lead to join our team... ...Learn and analyze client accounting and finance... ...and practical solutions Guide customers... ...training, change management, and adoption... ...track Build trust with customers by... ...dependents. Room to Grow: We're building a...Work at officeRemote workRelocationFlexible hours
- ...connected worker solutions that brings front-... ...enterprise's work management processes with its... ...Under Management (AUM). Tiger Global Management... ...round. Vista is a leading global investment... ...growth and client satisfaction. Team... ...unlimited opportunity to grow Opportunity to...Full timeRemote work
$150k - $180k
...process. As we continue to grow our teams, we urge you... ...looking for a Senior Solution Lead to join our high-... ...Delivery, Product, and Client Leadership , shaping the... ...close." Delivery teams trust your architectures—and... ...models (T&M, fixed‑price, managed services, outcome‑based...Remote workFlexible hours$140k - $200k
## Solutions Portfolio Manager - FTISApplylocations: New York City, New York, United... ...ways to help our clients achieve their investment goals... ...Primary: support FTIS’s market-leading **indexed solutions business... ...candidate will be maintaining and growing a thriving business* Strong...Local areaWorldwideFlexible hours$90k - $125k
...Income and Liquidity Solutions, within Public Investing, manages more than $1.7... ...assets for a variety of clients, including private... ...between portfolio managers, research... ...Solutions team is a leading provider of customized... ...of opportunities to grow professionally and...Full timeTemporary workPart timeWork at office$180k - $200k
...hiring a Senior Client Portfolio Manager to serve as the bridge... ...and help deliver solutions that are... ...in shaping how we grow and scale. If you... ...building long-term trust Adaptable and... ...this trend, Vise is leading the charge to bring... ...Vise charges an AUM fee for its...Casual workWork at officeAfternoon shift$100k - $170k
...Description Asset & Wealth Management A career with... ...to help clients across the world realize... ...of the world's leading asset managers with... ...Wealth Investment Solutions (WIS) team within... ...0,000+ customized portfolios for individual as... ...communities we serve to grow. Founded in 1869,...Full timeTemporary workPart timeWork at office- Client Portfolio Manager, Brooklyn Direct Indexing page is loaded## Client Portfolio... ...and advisors, building trust and delivering a high-quality... ...People, Be Client Obsessed, Lead with Integrity, Own It, and... .... Here, every associate can grow through meaningful learning...Work experience placementWork at office
- ...a Relationship Banker in New York, NY. In this role, you will provide exceptional client service, manage client relationships, and utilize financial knowledge to offer tailored solutions. A minimum of 1 year of sales experience and a high school diploma are required. Strong...
- Koitecc Solutions is looking for a Relationship Banker in New York City. In this role, you will provide exceptional service to clients while managing and nurturing their banking needs. The ideal candidate has over a year of experience in retail banking or financial services...
- CPI Card Group is seeking a client services lead to manage key B2B client accounts in Kentucky. Responsibilities include developing relationships... ...project implementations, and ensuring timely delivery of solutions. Candidates should possess a BA/BS degree and have experience...
$150k - $180k
...channel, full-funnel solution that produces,... ...to help us grow and expand our relationships... ...The Regional Client Lead (North America)... ...business owner for a portfolio of enterprise... ...you will become a trusted advisor, creating... ..., pipeline management, and expansion strategy...Work at officeRemote workWorldwideFlexible hoursShift work- A leading financial technology company in New York is seeking a Client Solutions Manager to ensure the successful implementation of their Engine platform for clients. This role involves managing relationships, understanding client needs, and coordinating with product and...
$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 +... ...and manage an existing book of business (AUM thresholds are negotiable based on strategy... ...to maintain deep, multi‑generational trust with principals and family offices....Work at officeLocal areaShift work- ...empowers the world's leading digital content... ...President, Advertiser Solutions - Specialist Sales... ...new and existing clients. Drive Sales... ...to ensure this growing sale specialist team... ...to leadership and management. Build... ...and establishing trust in the marketplace...Work at officeRemote workFlexible hours
- ...A leading cybersecurity firm is seeking a Senior Manager of Specialist Solutions Architects to drive technical strategy and support the sales motion. This role involves... ...leading a high-performing team, collaborating with clients, and refining sales processes. Candidates...
$200k - $250k
...Portfolio Manager Brown Advisory's New York Office is seeking a proactive... ...as part of our Investment Solutions Team. This individual will report... ...Officer for our Private Client Business. Due to the complex... ...materials and reports. Lead the management of all aspects...Temporary workH1bWork at office- ...highly innovative and fast-growing company with some of... ...companies as our clients. Working with us, you... ...of financial trading solutions. With presence in New... ...between clients and product managers, to feed clients’... ...mature person who can be trusted and who genuinely cares...Permanent employmentFull timeRemote workWorldwide
- ...Customer Experience Management (Unified-CXM),... ...helps brands earn trust and loyalty through... ...provides powerful solutions for every customer... ...engagements with enterprise clients. This role is... ...customer systems* Lead discovery sessions... ...opportunities to grow through mentorship...Remote workWorldwideVisa sponsorship
- Menlo Ventures is seeking a Lead Legal Engineer to lead high-impact client engagements while managing a team. This position combines deep legal knowledge with product... ...collaborative working environment focused on innovative solutions in legal technology. #J-18808-Ljbffr Menlo...
- ...our employees grow and succeed. We... .... The Chief Client Office (CCO) is... ..., Relationship Management, Integration, Marketing... ...- Client Lead, you will manage a defined portfolio of client... ...apply the same trusted advisor and strategic... ...and DTCC's solutions. Your...Work at officeRemote workFlexible hours
- ...fully integrated solutions for surgical,... ...SUMMARY The Product Manager focuses on... ...strategies, managing portfolios, and providing... ...cultivate and lead existing and... ...needs, and grow the business. Provide... ...colleagues and clients. The physical... ..., and trust-based. The working...Permanent employmentTemporary workWork experience placementRemote workWork from homeFlexible hours
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