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

Senior Portfolio Manager - Client-Focused, Equity Eligible

Coldstream

Coldstream, located in NE Portland, is looking for an experienced Portfolio Manager to join their team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The ideal candidate has at least 5 years of investment management experience, a Bachelor's degree in finance, and possesses the CFA designation. Coldstream offers competitive pay, comprehensive benefits, and a supportive work culture focused on inclusion and development. #J-18808-Ljbffr Coldstream

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Manager - Client-Focused, Equity Eligible in Portland, OR vacancy
  • Responsibilities Lead client acquisition and portfolio management for ultra‑high‑net‑worth individuals and family...  ...investments such as private equity, venture capital, hedge funds, and...  ...voluntary days, and holidays. Benefit eligibility begins the first day of the month... 
    Employment Equity
    Senior
    Work experience placement
    Work at office

    Columbia Bank

    Portland, OR
    3 days ago
  • $128k - $268k

     ...support a regional Commercial Portfolio Management team focused on the West Region. As...  ...understanding of regional dynamics, client needs, and market...  ...time zones. The Senior Vice President, Portfolio...  ...BENEFITS This position is eligible to earn a base salary in the... 
    Senior
    Full time
    Work experience placement
    Bank staff
    Work at office
    Immediate start
    Flexible hours
    Night shift

    KeyBank

    Portland, OR
    1 day ago
  • $115k - $123.5k

    Oregon Community Foundation Senior Portfolio Manager, Endowment Partners Location: Portland, Oregon Hiring Range: $115,000 - $123,500 per year...  ...knowledge considered a plus. Demonstrate experience in equity, bridging and belonging. Brings critical thinking, problem... 
    Employment Equity
    Senior
    Full time

    The Oregon Community Foundation

    Portland, OR
    4 days ago
  • A leading accounting solutions provider is seeking a Senior Tax Manager for their Trust and Estates team in Vancouver, WA. This role involves managing a national client portfolio, delivering exceptional service, and tackling complex tax issues in trust and estate matters... 
    Employment Equity
    Senior
    Flexible hours

    Ascend

    Vancouver, WA
    2 days ago
  •  ...this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial Banking Group...  ...work location. Employees may also be eligible for incentive opportunities.$100,00...  ....Employees support our focus on building strong customer relationships... 
    Senior
    Full time
    Work experience placement
    Work at office
    Remote work

    Wells Fargo

    Portland, OR
    10 hours ago
  • $95k - $105k

     ...is looking for a Senior Tax Associate. At Aldrich, we serve clients as part of a team,...  ...service, relationship management and consulting...  ...equal pay and pay equity legislation. It is...  ...0.You may also be eligible to participate in...  ...accounting with a primary focus on tax or business... 
    Employment Equity
    Senior
    Full time
    Seasonal work
    Work at office
    Flexible hours
    3 days per week

    Aldrich

    Portland, OR
    15 hours ago
  •  ...major insurance brokerage in Portland is looking for an Employee Benefits Senior Account Manager. The role involves managing complex insurance accounts and providing proactive support to clients. Ideal candidates will have over 4 years of experience in the employee benefits... 
    Senior

    USI Insurance Services

    Portland, OR
    1 day ago
  • $141.21k - $172.59k

     ...to engage prospective clients, offering tailored,...  ...showcasing cutting-edge cash management solutions to educate...  ...for a national portfolio focused on Government clients...  ...The TM Consultant is eligible for TM sales incentive...  ...programs, equity stock purchase 401(k)... 
    Employment Equity
    Senior
    Full time
    Work at office
    Local area
    Remote work
    10 hours per week
    Flexible hours
    3 days per week

    US Bank

    Gresham, OR
    3 days ago
  • $78.68k - $160.75k

     ...enabled solutions. As a Senior, Tax Services in...  ...you will support clients through complex...  ...analytics, and user-focused tools built around...  ...to manage and prioritize multiple...  ...including private equity, real estate, technology...  ...primary office if eligible to sit for the CPAIf... 
    Employment Equity
    Senior
    Work at office
    Local area
    Visa sponsorship
    2 days per week
    3 days per week

    Deloitte

    Portland, OR
    15 hours ago
  • $176.71k - $279.38k

     ...creative, and collaborative Senior Manager of Attorney...  ...forward-thinking curriculum focused on legal skills,...  ..., law firm economics, client service, and emerging...  .... This position is eligible for an annual discretionary...  ...conditions, and internal equity. San Francisco Bay... 
    Employment Equity
    Senior
    Work at office

    Perkins Coie

    Portland, OR
    1 day ago
  • $81.13k - $164.57k

     ...helping high-profile clients understand, analyze...  ...seeking a Senior Associate, Asset Management Technology (DAC) to...  ...DAC Solutions Team, focusing on training and onboarding...  ...funds, private equity, credit, or oil and...  ...benefits are based on eligibility. Our Total Rewards... 
    Employment Equity
    Senior
    Local area

    KPMG

    Portland, OR
    3 days ago
  • $148.5k - $174.7k

     ...for an experienced AI Product Manager to define and deliver AI-...  ...governance platforms. This role focuses on automation, intelligent workflows...  ...an Internet-based employment eligibility verification system operated...  ...and recognition programs, equity stock purchase 401(k)... 
    Employment Equity
    Senior
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Gresham, OR
    15 hours ago
  • $128k - $252.5k

     ...team helps guide clients through their most...  ...improve performance, manage costs, and operate...  ...effectively. As a Senior Consultant in...  ...improvement. P&CI focuses on structural, enterprise...  ...and private equity clientsExperience...  ...0.You may also be eligible to participate in... 
    Employment Equity
    Senior
    Local area
    Immediate start

    Deloitte

    Portland, OR
    10 hours ago
  • $91.44k - $111.76k

     ...from Day One.Job DescriptionThe Credit Portfolio Manager partners with assigned Relationship...  ...program is an Internet-based employment eligibility verification system operated by the U....  ...including incentive and recognition programs, equity stock purchase 401(k) contribution and... 
    Employment Equity
    Full time
    Work experience placement
    Local area

    US Bank

    Gresham, OR
    1 day ago
  • $151.5k - $252.5k

     ...team helps guide clients through their most...  ...corporate and private equity clients evaluate...  ...’ll Do As an M&A Senior Consultant on the...  ...workstreamsAbility to manage and prioritize...  ...Deloitte’s M&A IT team focuses on the technology...  .... You may also be eligible to participate in... 
    Employment Equity
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Portland, OR
    2 days ago
  • $160k - $200k

     ...investing, building meaningful client relationships, and...  ...Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team...  ...passion, and purpose, with a focus on both client service and community...  ...: Opportunity to purchase equity and become an owner of the... 
    Employment Equity
    Temporary work
    Work at office
    Remote work
    3 days per week

    Coldstream Capital Management

    Portland, OR
    1 day ago
  •  ...secretarial, contract management, real estate...  ...Campbell Global and its client managed entities....  ....Supporting the Portfolio and Legal...  ...location. Those in eligible roles may receive...  ...and/or forfeitable equity, awarded in recognition...  ...to better define, focus and realize their... 
    Employment Equity
    Senior
    Contract work
    Local area

    JP Morgan Chase

    Portland, OR
    15 hours ago
  •  ...Continuous Threat Exposure Management (CTEM). The HackerOne...  ..., and accountability. Senior Account Executive,...  ...consultative, outcome-focused solutions. Preferred Qualifications...  ...disability insurance* Equity stock options...  ...Assistance Program *Eligibility may differ by country... 
    Employment Equity
    Senior
    Apprenticeship
    Local area
    Remote work
    Shift work

    GrabJobs

    Portland, OR
    1 day ago
  • $1,500 per month

     ...Advisors is looking for a Senior Tax Manager to join our Lake Oswego office and support clients in our construction...  ...with a primary focus on tax ~ Experience...  ...state equal pay and pay equity legislation. It is the...  ...You may also be eligible to participate in a discretionary... 
    Employment Equity
    Senior
    16 hours
    Work at office
    Local area
    Flexible hours

    Aldrich

    Lake Oswego, OR
    29 days ago
  • $189.2k - $372.9k

     ...Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte...  ...team helps guide clients through their most...  ...as a Senior Manager in M&A Strategy...  ...Diligence (S&D) focused on Private Equity...  ...evaluate their portfolio and engage in...  ...You may also be eligible to participate... 
    Employment Equity
    Senior
    Odd job
    Work experience placement
    Local area

    Deloitte

    Portland, OR
    2 days ago
  • $198k - $253.5k

    ## Senior Oncology Account Manager - Portland, ORApplylocations: US OR Home Office: Remotetime...  ...Management, Customer Focus, Teamwork, Communication,...  ...skills, experience and internal equity, among other factors.In...  .... Employees are also eligible for a discretionary annual... 
    Employment Equity
    Senior
    Work at office
    Local area
    Home office
    Flexible hours

    Exelixis, Inc.

    Portland, OR
    1 day ago
  • $183.8k - $263.6k

     ...Cisco systems networking portfolios, including Nexus,...  ...implementation, with a focus on APIs, policy orchestration...  ..., RBAC, or secrets management Working knowledge of...  ...compensation*, equity, or benefits.Individual...  ...subject to Cisco’s plan eligibility rules, which include medical... 
    Employment Equity
    Senior
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    CISCO Systems

    Portland, OR
    3 days ago
  •  ...Senior Traffic EngineerAs one of the fastest growing...  ...resiliency, innovation, and equity and inclusion, and we...  ..., and reports; and to manage assigned construction...  ...accomplishing work by focusing on safe practices and complying...  ...veterans may be eligible for Veterans' preference... 
    Employment Equity
    Senior
    Permanent employment
    Full time
    Work at office
    Local area

    City of Vancouver

    Vancouver, WA
    15 hours ago
  • $121.68k - $143.4k

     ...Devices, Inc. Job Title: Senior Engineer, Product...  ...multiple openings]Duties: Manage new product introduction...  ...electron microscope (SEM) and focused ion beam (FIB) and...  ...device.Contact: Eligible for employee referral program...  ...data, internal pay equity, or other bona fide factors... 
    Employment Equity
    Senior
    Permanent employment
    Full time
    Work at office
    Remote work
    Work from home
    Day shift
    2 days per week

    Analog Devices

    Beaverton, OR
    4 days ago
  •  ...Senior Traffic EngineerAt HDR, our employee...  ...design issues with clients and work with the...  ...challengesPlan and manage all aspects of...  ...management is not sole focus of...  ...and part-time roles eligible for limited benefits...  ...principles of employment equity. We are an Affirmative... 
    Employment Equity
    Senior
    Full time
    Contract work
    Temporary work
    Part time

    HDR

    Portland, OR
    3 days ago
  • $112k - $168k

     ...organizational health. The Senior Employee Relations...  ...relations and performance management cases end-to-end,...  ...while enabling HRBPs to focus on business strategy, talent...  .... This position is eligible for total compensation,...  ...qualifications, and internal pay equity. Hiring at the top end... 
    Employment Equity
    Senior
    Remote work

    Relativity

    Portland, OR
    4 days ago
  • $100k - $150k

     ...Senior Tax Manager Bellevue, WA; Kelso, WA; Lacey, WA...  ...Backed by private equity from people-focused Alpine Investors, Ascend...  ...in tax matters & client relations, you'll...  ...Manage client portfolio, consistently delivering...  ...~ Equity Program Eligibility at Sr. Manager Level... 
    Employment Equity
    Senior
    Work experience placement
    Internship
    Flexible hours

    Ascend Together

    Vancouver, WA
    15 hours ago
  •  ...Senior - Principal Engineer - Wastewater Collection...  ...leadership, client service management, and/or regional/sector...  ...events, our Diversity, Equity and Inclusion Workgroup...  ...firmwide experience focused on learning, networking...  ...performance-based bonus eligibility, merit increase... 
    Employment Equity
    Senior
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift
    Afternoon shift

    West Yost

    Lake Oswego, OR
    2 days ago
  •  ...Senior Forward Deployed AI Engineer We are seeking...  ...Public Sector initiatives focused on building and...  ...advisor to enterprise clients, representing the engineering...  ...package ~401(k) match ~ Equity options ~$200/month...  ...~ Parental leave for eligible employees ~... 
    Employment Equity
    Senior
    Casual work
    Live out
    Work at office
    Remote work
    Flexible hours

    G2 Venture Partners

    Clackamas, OR
    2 days ago
  • $91.44k - $111.76k

     ...Day One. Job Description The Credit Portfolio Manager partners with assigned Relationship Manager...  ...is an Internet-based employment eligibility verification system operated by the U....  ...including incentive and recognition programs, equity stock purchase 401(k) contribution and... 
    Employment Equity
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Gresham, OR
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Portfolio Manager - Client-Focused, Equity Eligible. Be the first to apply!