Senior Private Client Relationship Executive
JPMorganChase
JPMorganChase is seeking a relationship manager in Portland, OR responsible for managing high-net worth client relationships by providing top-notch service and tailored advice. The ideal candidate will have a minimum of five years in financial services and must hold licenses including Series 7 and 66. This role involves network building, sales growth, and compliance with stringent regulatory requirements, with the added benefit of participating in an incentive compensation plan. #J-18808-Ljbffr JPMorganChase
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Relationship Executive in Portland, OR vacancy
- JPMorgan Chase Bank, N.A. is seeking a Relationship Manager in Happy Valley, Oregon to foster and manage high-net-worth client relationships across banking, lending, and investments. This role emphasizes exceptional service and deepening client relationships through thoughtful...SeniorPrivate client
- JPMorgan Chase & Co. is seeking a Relationship Manager in Portland, OR, to build and maintain high-net-worth client relationships. This role involves providing tailored financial advice and comprehensive service to clients, ensuring their financial needs are met. With at...SeniorPrivate client
- Aprio in Portland, OR, is seeking a Senior Tax Manager - Private Client Services to lead their tax practice. The ideal candidate will possess deep... ...development. This role is critical for expanding client relationships and ensuring compliance with tax regulations. Aprio...SeniorPrivate clientRemote jobFlexible hours
- Job Summary The Private Client Relationship Manager will develop cohesive relationships with high-net-worth individuals and families by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on...Private clientWork at office3 days per week
- Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...Private clientTemporary workWork at officeLocal areaImmediate start
- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...Private clientWork at office3 days per week
- RSC Insurance Brokerage, Inc., located in Portland, is seeking a Private Client Relationship Manager to build cohesive relationships with high-net-worth individuals. This hybrid position involves working 3 days a week in the Portland office, engaging clients to meet their...Private clientWork at office3 days per week
$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance... ...Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier...SeniorPrivate clientNFP
Portland, OR2 days ago$56k - $132k
...solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare...SeniorPrivate client$150k - $175k
...extensions through excellent sales execution Design and implement regional &... ...solution offerings Identify and develop relationships with key corporate C-level and Senior Leadership representatives... ...business and technical requirements of clients to sell effective solutions that...SeniorFull timeTemporary workLocal areaRemote workWork from homeFlexible hoursAtmosera
Portland, OR10 days ago$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within... ...genuine passion for tax, a desire to develop meaningful relationships, and an ambition to deliver above and beyond expectations...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours- ...International Tax Senior Manager Withum is a place where talent thrives - where who... ...Credit, as well as International and Private Client services This International Senior Manager... ...and maintain outstanding client relationships ~ Ability to manage multiple engagements...SeniorPrivate clientWork at officeLocal area
Withum
Portland, OR2 days ago - ...Senior Electrical Engineer - Networks, Integration... ...Networks: We help our clients build redundant, long-... ...the digital divide. Private LTE: We are supporting... ...electrification. Manages and executes the electrical design... ...personnel to develop relationships with key client points...SeniorPrivate clientLocal areaRemote work
SolveNow
Vancouver, WA2 days ago $174k - $234k
...Medium is looking for a Middle Market Senior Commercial Relationship Manager in Portland, Oregon. The role involves building and managing a portfolio of clients generating up to $500 million in revenue. Candidates must have a bachelor's degree and at least 6+ years of...SeniorMedium
Portland, OR1 day ago- JPMorgan Chase & Co. is looking for a Private Client Banker in Portland, Oregon, to manage relationships with affluent clients and help them achieve their financial goals. You will be the primary point of contact, providing tailored education and advice for their banking...Private client
- ...exciting opportunity for a Senior / Principal Sediment... ...stages. Our client base includes a diverse... ...consulting firm serving private and public‑sector clients... ...proposal preparation, and executing a personal business... .... Foster trust‑based relationships with clients, regulatory...SeniorPrivate clientFor contractorsWork at officeNight shift
- A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years...Private client
- ...industries, Aprio ensures clients are prepared for wherever... ...growing firm looking for a Senior Tax Manager - Private Client Services to join their... ...to work and form relationships with middle to large sized... ...market share. Develop and execute business development strategies...SeniorPrivate clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...Senior Commercial Relationship Manager - Portland Job Summary Come join a winning team at WaFd Bank... ...relationships that meet WaFd Bank's client selectivity and risk appetite. The... ...including Work Perks and personal and private banking. Counsels with and assists...Senior
MRI Spokane
Portland, OR17 hours ago $110k - $130k
...US, we combine local expertise and a network of relationships to deliver solutions to both public and private clients. Our services help improve the quality of life in... ...work. About the Job Career Level: Senior Employment Type: Full-time Compensation: $...SeniorPrivate clientFull timeLocal areaAtlas
Clackamas, OR3 days ago$140k - $185k
...banking institution in Portland, Oregon is seeking a Commercial Relationship Manager to manage a diverse commercial loan portfolio and... ...include generating loans, ensuring compliance, and maintaining client satisfaction. The position offers benefits such as medical insurance...Senior- Banner Bank is seeking a Commercial Relationship Manager II in Vancouver, WA, to manage commercial relationships and provide credit services to business clients. This role requires strong financial and analytical skills and 4 or more years of experience in commercial credit...Senior
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Portland, Oregon. The successful candidate will manage complex individual tax returns and provide tax planning for high-net-worth clients. This role offers the flexibility of remote...SeniorPrivate clientRemote jobHourly paySeasonal work$150k - $205k
...collaboration, responsiveness, and quality results in client satisfaction and long-term relationships. As employees, we own the Company, and our ownership... ...in investigation and engineering for both public and private-sector clients. This position will be based in one of...SeniorPrivate clientFor subcontractorLandau Associates Inc.
Portland, OR17 days ago- ## Senior Associate, Infrastructure & Real AssetsApplylocations:... ...satisfy the needs of our growing client base. Hamilton Lane is built... ..., clients and partner relationships, as well as, in the technology... ...recognized leader in providing Private Markets Solutions to clients...SeniorPrivate clientFlexible hours
$112.2k - $168.3k
...work that’s vital to our clients and the communities... .... We are seeking a senior level consultant and trusted... ...public- and private sector clients who rely... ...and judgment, not just execution Exposure to complex... ...Local experience and relationships. Strong communication...SeniorPrivate clientFull timeTemporary workPart timeFor contractorsCasual workLocal areaWorldwideFlexible hoursStantec
Portland, OR2 days ago$174k - $234k
...addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance... ...year to community organizations. As a Middle Market Senior Commercial Relationship Manager , you'll work with businesses generating up to $...SeniorLocal areaRemote workBanner Bank
Portland, OR17 hours ago$147.4k - $336.8k
...International Corporate Tax Advisory - Senior Manager The opportunity The... ...competencies focused on advising corporate and private equity clients on all aspects of their capital... ...portfolio of projects Building long‑lasting relationships with our clients, developing your...SeniorPrivate clientWork experience placementSummer holidayFlexible hours$79k - $146k
...Oregon Job Brief (Purpose) The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of...SeniorWork experience placementLocal areaFlexible hours$103.1k - $188.9k
...side by side with a range of clients from our most venerable... ...opportunity EY's FSO EDGE Private practice provides... ...escalating complex tax and client relationship matters to senior management and subject-... ...all backgrounds, from executives and entrepreneurs to investors...Private clientPrivate practiceSummer holidayLocal areaFlexible hoursEY
Portland, OR17 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Relationship Executive. Be the first to apply!
Related searches
- client service manager Portland, OR
- client engagement manager Portland, OR
- senior engagement manager Portland, OR
- client services coordinator Portland, OR
- client experience manager Portland, OR
- senior client services manager Portland, OR
- client relationship manager Portland, OR
- client solutions executive Portland, OR
- engagement director Portland, OR
- client manager Portland, OR