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
$116k - $216k
Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios... ...as the client’s trusted advisor. Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment...SeniorPrivateWork experience placementWork at officeFlexible hours- ...Asian Infrastructure Investment Bank (AIIB) is a multilateral... ...AIIB client relationships among private-sector clients and sponsors... ...infrastructure sector at the senior management and shareholder levels... ...up quality investment portfolios. Strong credit and structuring...SeniorPrivateWorldwide
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$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$225k - $304k
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...proudly own and manage a diverse portfolio of 65 multifamily and... ...rewarding journey! Job Title: Senior Property Accountant Salary... ...excise tax reporting. Reconcile bank accounts. Support month-end... ...multifamily real estate for a private investor group throughout the...SeniorPrivateWork at officeLocal area- ...Senior Financial Investigator Employment Type: Full-Time, Mid-Level... ...laundering, wire fraud, mail fraud, bank fraud, health care fraud,... ...concerning misuse of public, private, or insurance funds. Working knowledge... ...our government contracting portfolio, and along the way, we’ve...SeniorPrivateFull timeInterim roleLocal areaFlexible hours
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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$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).*The...SeniorPrivateFull timeContract workRemote work- ...mutual fund orders, fixed income trades and private investments Provide support across a... ...Goal Based planning, liabilities planning, banking & lending solutions, mortgages and... ...regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests,...SeniorPrivateLocal area
$160k - $210k
Who We Are Seattle Bank is a locally owned, digitally driven financial... ...Seattle Bancshares, Inc., a privately held bank holding company,... ...Summary Seattle Bank’s Senior Relationship Manager (RM) is... ...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
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- ...solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure. In this role you will work with attorneys,...SeniorPrivate
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- Senior Investment Officer - Chemicals and Fertilizer Sector Lead Job... ...38332 Organization : World Bank Group Sector : Investment Grade... ..., we work with governments, private sector, development partners and... ...up-to-date C&F sector trends, portfolio performance and lessons...SeniorPrivateWork at officeWorldwideShift work
- Senior Health Specialist - Health Services Job # : req38280 Organization : World Bank Group Sector : Health/Nutrition/Population Grade : GG... ...we work with governments, private sector, development partners... ...impact; and Conduct regular portfolio reviews and field visits to...SeniorPrivateWork at officeWorldwide
$105k - $130k
Ready to step into a senior-level accounting role where your expertise will directly support... ...role in managing federal, state, and private grant-funded programs. Influence financial... ...payable, accounts receivable, payroll, and banking activities while supporting strong...SeniorPrivate- Business Support Senior Administrative Assistant Job Description Business... ...lives IDB Invest is the private sector arm of the IDB Group committed... ...cycle, including origination, portfolio management, and workouts, as... ...org. #IDBInvest #J-18808-Ljbffr Inter-American Development BankSeniorPrivateContract workWork at officeRelocation
$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- ...Senior Vice President, Head of Compliance About the Company Accomplished provider... ...Industry Financial Services Type Privately Held, Private Equity-backed Founded... ...Technology & Services Technology Banking Lending Services Credit Specialties...SeniorPrivate
- Senior Industry Specialist - Clean Technology Products (Battery & Rare... ...req38331 Organization: World Bank Group Sector: Investment... ...worldwide, we work with governments, private sector, development partners... ..., and processing through portfolio supervision. Identify material...SeniorPrivatePermanent employmentWork at officeWorldwideShift work
$135.6k - $275k
...Portfolio Manager – High Net Worth Client Manager Responsible Growth and an inclusive workplace: this role serves as the investment... ...financial services firm, preferably in wealth management, private banking or trust. ~ Extensive knowledge of fiduciary and financial...PrivateDay shift$150k - $175k
...growing healthcare division, looking for a senior leader to join the office This Jobot... ...along the entire West Coast. Our architects and designers are dedicated to helping communities... ...opportunities to expand the studio's portfolio. Oversee the financial health of...SeniorContract workTemporary workWork at officeLocal areaFlexible hours$100k - $145k
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...confidence to reach further. Overview The Portfolio Manager is responsible for underwriting,...Private
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