Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Strategist

$116k - $216k

Comfort Systems USA Inc

COMFORT SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. This role requires collaboration with the relationship team to ensure a holistic approach to client financial planning. Ideal candidates will have 15 years in investment management and a Bachelor’s degree. The position offers a hybrid work environment and a competitive salary range of $116,000 to $216,000 annually. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Strategist in Seattle, WA vacancy
  • Weyerhaeuser seeks a Senior New Product Portfolio Strategist to drive concept-to-market decisions using market, customer, and industry insights, including AI tools. You will connect market intelligence, analytics, and manufacturing realities across residential, commercial... 
    Suggested

    Weyerhaeuser

    Seattle, WA
    5 days ago
  • $116k - $216k

    Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    KeyBank

    Seattle, WA
    4 days ago
  • Russell Investments, located in Seattle, is seeking a skilled Portfolio Manager to design and oversee portfolios that incorporate a range of asset classes. This role involves close collaboration with clients and internal teams to ensure effective risk management and strategy... 
    Suggested

    Russell Investments

    Seattle, WA
    5 days ago
  •  ...accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients...  ...continuously evolve Slalom's Migration offerings and service portfolio.What You’ll Bring* Bachelor's degree in Computer Science,... 
    Suggested
    Temporary work
    Local area

    Slalom

    Seattle, WA
    2 days ago
  • $135.1k - $182.7k

     ...Comfort with AI tools and the ability to validate output is key. You will be providing guidance and support to program managers with portfolios covering diverse geographies and industries, helping them to optimize for the best employment outcomes we can achieve together.... 
    Suggested
    Flexible hours

    Amazon

    Seattle, WA
    5 days ago
  • $98k - $110k

    Who You’ll Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds...  ...guidance for the team and support complex process mapping portfolios* Understand and lead client outcome and deal strategies to drive... 
    Temporary work
    Local area

    Slalom

    Seattle, WA
    5 days ago
  •  ...supported by rigorous analysis.Use existing tools to deploy sophisticated optimization playbooks and analyses across Stripe’s customer portfolio.Synthesise and relay customer feedback and our findings to inform Stripe’s product roadmap.Provide feedback on our tools and... 
    Local area

    Stripe

    Seattle, WA
    2 days ago
  •  ...the world. Who We're Looking For We're looking for a Business Strategist to bring analytical rigor to how Fanatics TCG makes key product...  ...Build the financial and analytical models that underpin portfolio strategy, release planning, and investment prioritization, including... 
    Work at office

    Fanatics Collectibles

    Seattle, WA
    3 days ago
  • $63k - $95k

     ...Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team...  ...ll turn raw data into compelling narratives, support a defined portfolio of enterprise accounts, and help drive scalable insight... 
    Work experience placement
    Local area

    Indeed

    Seattle, WA
    4 days ago
  • CBRE Sr Contract Administrator role in Seattle corporate real estate team, focused on long-term outsourced partnerships supporting portfolio strategy and transactions in commercial real estate. You will prepare advanced service contracts, renewals, and amendments,... 
    Contract work

    CBRE

    Seattle, WA
    3 days ago
  •  ...be at the forefront of building and deploying AI solutions that are pivotal to value creation for private equity clients and their portfolio companies. You will ensure these initiatives are delivered with precision, aligning timelines, costs, and quality to achieve... 

    EY

    Seattle, WA
    3 days ago
  • $172.2k - $258.4k

     ...supported by rigorous analysis. Use existing tools to deploy sophisticated optimization playbooks and analyses across Stripe’s customer portfolio. Synthesise and relay customer feedback and our findings to inform Stripe’s product roadmap. Provide feedback on our tools and... 
    Work at office
    Local area
    Remote work
    Work from home
    Relocation

    Stripe

    Seattle, WA
    4 days ago
  •  ...initiatives and renewal outcomes. This role involves executive alignment, multi‑department collaboration, and a focus on Asana''s AI portfolio within the AWS ecosystem. You will build executive partnerships across Amazon, lead high‑visibility QBRs, and drive adoption of... 
    Remote job

    Visa Hunt

    Seattle, WA
    5 days ago
  •  ...wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to optimize portfolios. This role emphasizes client relationships, business development, and a collaborative culture. You will mentor junior staff, expand... 

    Lido Advisors

    Bellevue, WA
    5 days ago
  •  ...from fake news. Role Overview: We are seeking a Senior Product Strategist to drive long-term strategic planning, product vision, and...  ...cross-functional teams for seamless execution. Influence product portfolio decisions to enhance competitive positioning and optimize performance... 
    Casual work
    Freelance
    Remote work
    Flexible hours

    Fact Finders Pro

    Seattle, WA
    2 days ago
  • $128.4k - $235.3k

     ...and be at the forefront of building and deploying AI solutions that create measurable value for private equity clients and their portfolio companies. You’ll lead both technical and non‑technical project teams in the development, deployment, and adoption of production‑grade... 
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    2 days ago
  •  ...may move towards a more permanent employment arrangement. To learn more about Artemis Connection, visit Position overview Strategists typically join Artemis after completing a couple years at another strategic consulting firm, often in an Analyst or Associate... 
    Permanent employment
    Full time
    Part time
    For contractors
    Remote work
    Flexible hours

    Artemis Connection

    Seattle, WA
    5 days ago
  • $124k - $271.2k

    What you can expectCollaborate cross-functionally to deploy production AI agents for strategic customers within 90 days, accelerating revenue and directly shaping our scalable product roadmap. Partner across Sales, Product, and Engineering to prove technical value, working...
    Full time
    Work at office
    Remote work

    Zoom

    Seattle, WA
    2 days ago
  • $163.6k - $221.3k

     ...senior leaders make strategic talent decisions? Amazon's Senior Talent and Transformation team is seeking an exceptional Workforce Strategist to revolutionize workforce planning across our global organization.You'll advise senior leaders to transform how we align talent... 
    Flexible hours

    Amazon

    Seattle, WA
    4 days ago
  • $94k - $175k

    Location:1301 5th Avenue, Seattle WashingtonJob SummaryThe Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    KeyBank

    Seattle, WA
    5 days ago
  • $193.6k - $261.9k

     ...Amazon's Corporate Strategy Group is seeking a Principal, Corporate Strategist to drive the strategic direction and commercial optimization of the company's most significant partnerships. These strategic customers are among Amazon's largest and most complex relationships... 
    Worldwide
    Flexible hours

    AmazonWebServices

    Seattle, WA
    3 days ago
  • $129.5k - $175.1k

     ...and launching new channels that expand our reach and activate our community. The right candidate will be equal parts operator and strategist: someone who can ship a polished newsletter in the morning and pitch a bold new content strategy in the afternoon.Key job... 
    Freelance
    Flexible hours
    Day shift

    Amazon

    Seattle, WA
    5 days ago
  • As a strategic partner to the engineering teams of TikTok, we serve as in-house experts and industry specialists. Drawing on cutting-edge research, competitive insights and trend analysis, we help engineering leadership deliver sound strategic decisions focusing on three...
    Shift work

    TikTok

    Seattle, WA
    4 days ago
  • $165k - $345k

    Location:1301 5th Avenue, Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $25MM+ in investible assets. This senior-level role is responsible for prospecting new clients, deepening existing... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Seattle, WA
    4 days ago
  • $91.8k - $126k

    About the Role: As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates. You will... 
    Work from home

    ROBERT W. BAIRD & CO. INCORPORATED

    Seattle, WA
    5 days ago
  • DHL Global Forwarding is seeking an Airfreight Spot Desk Pricing Analyst in Seattle, WA. The role focuses on executing ad hoc and spot pricing, driving competitive quotes, and maximizing profitability while assessing risk across pricing solutions. The position requires ...

    DHL Global Forwarding

    Seattle, WA
    3 days ago
  • Union Gospel Mission in Seattle is seeking a Recurring Giving & Campaign Associate Strategist to lead the Lifeline Partners recurring giving program, acquiring, cultivating, retaining, and upgrading donors through exceptional online and offline donor experiences. The role... 

    Page Mechanical Group, Inc.

    Renton, WA
    3 days ago
  • $110k - $163k

     ...specialize in empowering clients to achieve their carbon management goals through expert guidance and innovative solutions. As a Strategist, Natural Capital in our advisory unit, you will play a pivotal role in bridging the gap between our team of expert scientists and... 
    Remote work
    Work from home
    Flexible hours

    Pachama

    Seattle, WA
    4 days ago
  • Seattle's Union Gospel Mission is seeking a Recurring Giving & Campaign Associate Strategist to grow Lifeline Partners by acquiring, cultivating, retaining, and upgrading recurring donors through exceptional online and offline experiences. The role blends strategy and... 
    Work at office

    Seattle's Union Gospel Mission

    Renton, WA
    5 days ago
  • Socure Inc. in Seattle is seeking a Growth Manager to enhance operational strategy and execution within the Payments, Lending, and Telco sectors. The candidate will take charge of project management, revenue analysis, and cross-functional leadership while also identifying...

    Socure Inc.

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategist. Be the first to apply!