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$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
- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivate
$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- Columbia Bank is seeking a Private Client Advisor in Bellevue, WA to lead high‑net‑worth client relationships and collaborate with internal partners to deliver holistic wealth management solutions. You will identify opportunities, educate clients on estate planning, taxation...SeniorPrivate
$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 Lead Architect If you are excited about shaping the future of technology and driving significant business impact in financial services... ...at JPMorganChase within the Consumer and Community Banking of the Wealth Management team, you are an integral part of a...SeniorFor contractors
$160k - $210k
...Description Who We Are Seattle Bank is a locally owned, digitally... ...Seattle Bancshares, Inc., a privately held bank holding company,... ...Summary Seattle Bank's Senior Relationship Manager (RM) is... ...to develop and grow a portfolio of commercial clients. The Senior...SeniorPrivateFull timeWork at office$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- ...the future of technical architecture, and our team is looking for people like you. As a Senior Principal Architect at JPMorganChase within the Consumer and Community Banking team, you provide specialized expertise to influence the target state architecture and...Senior
$10 per hour
...for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual... ...partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal...SeniorPrivateWork experience placementWork at office- 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
- WaFd Bank is seeking a Senior Commercial Portfolio Manager in Seattle. The successful candidate will manage existing commercial relationships, ensuring maximum profitability with minimum risk. This role involves collaborating closely with various banking colleagues to enhance...Senior
- Seattle Bank, located in Seattle, WA, is seeking an experienced Portfolio Manager to join our team. You will be responsible for analyzing and underwriting loan applications, ensuring compliance, and managing a credit portfolio effectively. The ideal candidate will have...Senior
- ...influential companies. As a Senior Principal Software Engineer... ...existing products and technology portfolios, and remain at the forefront... ...a portfolio Design and architect core components of JPMC-VPC,... ...we are a leader in investment banking, consumer and small business...SeniorPrivate
$116k - $216k
KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate will have at least 7 years of experience in sales and business development, strong...SeniorPrivate- U.S. Bank Private Wealth Management in Bellevue, WA seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The PWA combines knowledge of investments, banking, wealth planning, and trust services to tailor strategies for high net worth clients...SeniorPrivateFlexible hours
$70k - $80k
...services for Managers and General Partners of private equity funds, specifically: Buy‑out,... ...payable and receivable Book journal entries, bank reconciliations and maintain general... ...offshore fund families, which includes updating portfolio investment schedules, partner equity...SeniorPrivateFull timeWork at officeLocal areaRemote workFlexible hours$116k - $216k
...Washington Job Summary: The Senior Relationship Manager (or Sr Banker... ..., including traditional bank products and capital markets executions... ...revenue growth, active portfolio management and strong risk management... ...management, syndications, private equity, subordinated debt,...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift- 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
$90k - $150k
...environments where your ideas have real impact? As Senior Associate, you’ll play a pivotal role in managing and growing a diverse portfolio, working alongside industry leaders in a... ...diversified enterprise that invests in private companies and real estate to perpetuate the...SeniorPrivateFull timeWork at officeHome office2 days per week$188.25k - $282.47k
...teams; any variances from WMAS Investments’ style, philosophy, or portfolio construction require approval from the Director of Investments.... ...and organizations in a professional manner to promote the Bank and client relations. Performs compliance and risk management duties...SeniorLocal area$90.44k - $106.4k
...Senior Associate, Tax Delivery Seattle, WA The Company You'll Join Carta connects... ...-built for everyone in venture capital, private equity and private credit. Trusted by 65,... ...stack (including legals, vehicle formation, banking, investor onboarding and much more)....SeniorPrivateFull timeWork at office- ...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
$135.6k - $275k
...Portfolio Manager – High Net Worth Client Manager Responsible Growth and an inclusive workplace: this role serves as the investment... ...prestigious financial services firm, preferably in wealth management, private banking or trust. Extensive knowledge of fiduciary and financial...PrivateDay shift$111.5k - $163.8k
...We are seeking a Senior Project Architect who is not only a seasoned design and technical expert, but also a trusted studio leader. This position... ...of professional architectural experience with a proven portfolio of completed projects. ~ Architecture license required....SeniorFor contractorsWork at office$100k - $125k
...is on a mission to transform the world of private markets. Our goal is to make these... ...behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts,... ...entrepreneurs who are changing the world. As a Senior Fund Accountant , you’ll play apivotal rolein...SeniorPrivateBank staff$75k - $125k
...Seattle location. The role involves working closely with Private Wealth Advisors, monitoring client portfolios, and supporting business development for high net... ...package including health insurance, retirement planning, and more. #J-18808-Ljbffr Goldman Sachs Bank AGPrivate- Sr. Portfolio Manager, Private Asset Management The 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...SeniorPrivateWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Bank Portfolio Architect. Be the first to apply!
- senior trade analyst Seattle, WA
- senior app developer Seattle, WA
- senior customer service advisor Seattle, WA
- senior international account manager Seattle, WA
- senior product manager mobile Seattle, WA
- senior magento developer Seattle, WA
- senior quantitative risk analyst Seattle, WA
- senior business development director Seattle, WA
- sr marketing manager Seattle, WA
- sr technical product manager Seattle, WA


