Senior Private Bank Portfolio Architect
Keybank, National Association
KeyBank is seeking a Sr Portfolio Strategist in Seattle who will advise clients on investment strategies and customize portfolios to meet their unique needs. This role requires collaboration with the relationship management team to ensure comprehensive client service and exceeding revenue growth goals. The ideal candidate will have significant experience in investment management and demonstrate strong relationship-building skills with High Net Worth clients. A Bachelor's degree in a business-related field is preferred. #J-18808-Ljbffr KeyBank
- About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity... ..., underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within...SeniorPrivateFull timeWork experience placementWork at officeRemote work
$116k - $216k
...Kpb Sr Portfolio Strategist Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Sr Portfolio Strategist advises... ...as the client's trusted advisor. Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice...SeniorPrivateWork experience placementWork at officeFlexible hours$116k - $216k
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...Senior- Bank of America is seeking a skilled Business Banking professional to provide financial solutions to clients with annual revenues of... ...management. Responsibilities include managing client portfolios, enhancing relationships, and collaborating with various banking...Senior
$100k - $275k
...acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive business development. This position offers a competitive salary range of...SeniorPrivate- Goldman Sachs seeks a Wealth Management Professional to support private wealth clients in Seattle. This role focuses on onboarding, relationship... ...for wealth advisory services while upholding high standards of integrity and service quality. #J-18808-Ljbffr Goldman Sachs Bank AGSeniorPrivate
$225k - $304k
...Are you ready to make an impact? Senior Principal/Architect (Identity & Security) Overview... ...critical IT environments for a diverse portfolio of clients, helping them navigate complex... ...including Healthcare, Financial Services, Private Equity, and High Tech. While the...SeniorPrivateFor contractorsLocal areaImmediate startFlexible hoursNight shift- ...Senior Relationship Manager Seattle Bank is a locally owned, digitally driven financial institution that provides... ...of Seattle Bancshares, Inc., a privately held bank holding company, and the... ...ability to develop and grow a portfolio of commercial clients. The Senior...SeniorPrivateFull timeWork at office
- ...Relationship Manager to lead with impact, balance strategy with service, and build durable client partnerships across commercial and private banking. You will manage high-value relationships, source new opportunities, collaborate with credit and product teams, and adapt...SeniorPrivate
$135.6k - $275k
Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10-15 years of experience...Senior- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst... ...planning, investment management, banking and comprehensive advice to a wide range... ...service our clients Oversee asset movements, portfolio implementations and leverage your...SeniorPrivateWork at office
$60k - $125k
...financial planning, investment management, banking and comprehensive advice to a wide range... ...-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private... ...our clients Oversee asset movements, portfolio implementations and leverage your...SeniorPrivateFull timeTemporary workPart timeLocal area$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions... ...equity clients as they evaluate their portfolio and engage in buy-side and sell-... ...managers, broker-dealers, banks, insurance companies, mutual funds...SeniorPrivateOdd jobWork experience placementLocal area$70k - $80k
...Management Company Senior Accounting Specialist Seattle, Washington... ...various venture capital and private equity funds across North... ...receivable Book journal entries, bank reconciliations and maintain... ...families, which includes updating portfolio investment schedules, partner...SeniorPrivateFull timeWork at officeLocal areaRemote workFlexible hours$129k - $238k
...manages multifaceted asset management portfolios to meet complex client financial needs.... ....Profile the full spectrum of needs of Private Bank target clients and provide tailored advice... ...to small and large audiences of senior and executive level professionals.Proven...SeniorPrivateFull timeImmediate start- Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management...SeniorPrivateFull timeWork at office
$123.6k - $248.8k
...partners with clients across the public and private sectors to create spaces that are... ...in the Northwest, we’re seeking a Senior Project Architect / Design Manager based out of Boise... ...*Please provide resume/CV as well as portfolio of project work (maximum 15MB PDF).*...SeniorPrivateFull timeContract workRemote work- WSFS Bank is seeking a Private Banking Portfolio Manager to work with Relationship Managers and Portfolio Administrators to monitor a client portfolio, complete annual reviews, renew loans, and underwrite new lending opportunities. The role includes reviewing financial...Private
- JPMorgan Chase & Co. is seeking a Relationship Manager in Bellevue, WA, to manage and develop high-net-worth client relationships across banking, lending, and investments. Your role includes providing exceptional service to clients, fostering partnerships across teams, and...SeniorPrivateFull time
- ...Senior Vice President, Head of Compliance About the Company Accomplished provider... ...Financial Services Type Privately Held, Private Equity-backed Founded... ...Technology & Services Technology Banking Lending Services Credit Specialties...SeniorPrivate
$116k - $216k
Location:1301 5th Avenue, Seattle WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Are you ready to make an impact?West Monroe is hiring a Senior Architect for our growing Enterprise Technology practice! This role will focus... ...-scale on-premises to GCP migration programs, including portfolio assessment, migration planning, landing zone design, governance...SeniorLocal areaImmediate start
$222.5k - $261.9k
Are you ready to make an impact?West Monroe is seeking a Senior Architect to lead the technical vision, architecture, and engineering strategy... ...'s Asset Suite. This role is responsible for evolving our portfolio of proprietary software assets, AI capabilities, and...SeniorLocal areaImmediate startFlexible hours- ...focused on delivering end-to-end solutions and products. Since 1998, we have successfully serviced enterprises across the public and private sectors, and the Department of Defense. Our services span all aspects of business, providing a holistic approach for managing an...SeniorPrivate
- ...we have successfully serviced enterprises across the public and private sectors, and the Department of Defense. Our services span all... ....SummaryType: ContractFunction: Information TechnologyExperience level: Mid-Senior LevelIndustry: Information Technology And ServicesSeniorPrivate
$210k - $263.25k
...By combining global corporate cards and banking with intuitive spend management, bill pay... ...technological improvements.What you’ll doThe Senior Manager, Financial Systems will lead the... ...in a public company, high-growth private company, or consulting environmentStrong...SeniorPrivateWork at officeRemote workWork from home$90.44k - $106.4k
...Senior Associate, Tax Delivery Seattle, WA The Company You'll Join Carta is the... ...connected platform and AI-native ecosystem for private capital. Built to replace fragmented... ...stack (including legals, vehicle formation, banking, investor onboarding and much more)....SeniorPrivateFull time$150k - $180k
About the RoleAs the Senior Manager of Global Payroll Systems & Equity Operations at HTS,... ..., any travel provider (airlines, hotels, banks, travel agencies, etc.) can integrate and... ...Hopper has raised over $750 million USD of private capital and is backed by some of the...SeniorPrivateFor contractorsWork experience placementLocal areaRemote workWork from homeRelocation package$55k - $90k
...Senior Associate, Alternative Investor Services Provide fund administration services to domestic and offshore hedge fund and private equity fund clients. These services include processing of investor... ...through various Internet banking platforms. Confirm expected...SeniorPrivateOngoing contractWork at officeLocal areaShift work$128k - $268k
...specifically support a regional Commercial Portfolio Management team focused on the West... ...for meetings in Western time zones.The Senior Vice President, Portfolio Management Manager... ...team of Portfolio Managers within the Banking Group Portfolio Management (BGPM) team,...SeniorFull timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift
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