Vice President, Wealth Client Relationships
Lido Advisors
Lido Advisors is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services to its clients in Bellevue, WA. You will work closely with the Senior Wealth Manager, supporting an existing client book, and delivering comprehensive financial analyses, investment coordination, and client communications. The role emphasizes client service excellence, deep investment knowledge, and collaboration with the wealth management team to maintain compliance and deliver #J-18808-Ljbffr Lido Advisors
- All Jobs > Vice President, Client Relationship Manager Vice President, Client Relationship Manager Bellevue, WA (Hybrid) Description The Vice President... ...is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove...SuggestedLocal areaFlexible hours
- ...you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique... ...your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique... ...your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining...SuggestedTemporary workWork at office
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up Prepare information and presentations...Suggested
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...with Wealth Management.As a Vice President, Private Wealth Planner in the... ...Wealth Planning can bring to a relationship and work with them to develop...SuggestedWork at office
- ...oldest privately owned multi-family office on the West Coast, seeks a senior professional to expand client relationships and lead new business development across wealth management, fiduciary and family office services. You will collaborate with tax, investment and operations...Work at office
- JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager in Consumer & Community Banking to cultivate affluent client relationships and deliver comprehensive financial solutions. You’ll partner across banking, lending and investments to address the client’s full...
- ...Vice President, Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced Vice President... ...wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial...Flexible hours
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...with Wealth Management. As a Vice President, Private Wealth Planner in the... ...Planning can bring to a relationship; act as the linchpin to provide...Work at office
- ...Vice President, Client Development About the Company Expanding market research firm Industry Market Research Type... ...pivotal in driving new business and nurturing strategic client relationships. The successful candidate will be responsible for...
$140k - $200k
...on the West Coast, providing exceptional client service and highly customized investment... ...be several generations removed from the wealth creators. Our corporate culture is one... ...Superior ability to identify and build relationships with qualified prospects and a proven outstanding...Work at office$171.6k - $338.3k
...Life Sciences Sales Executive - Consulting West Emerging Client PortfolioDeloitte Consulting LLP is hiring an experienced top-... ...an experienced hunter-entrepreneur, with significant C- Level relationships and a deep understanding of today’s life sciences / healthcare...For contractorsLocal area$122.4k - $228k
...energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to... ...the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record...Full timeContract workPart timeWork experience placementLocal areaShift work$130k - $150k
...Description Are you looking to advance your wealth management career at a firm that... ...planning and guidance to our high-net-worth clients - and you'll be on the path to become a... ...knowledge and client communications Client Relationships : Develop and manage relationships...Temporary workWork at officeFlexible hours$96k - $210k
...Vice President, Private Wealth Management Advisor Provide strategic leadership for the achievement... ...ensure the delivery of an exemplary client experience to promote client loyalty... ...Management Advisor focuses on driving deeper relationships with clients by developing...Full time- JPMorganChase in Bellevue, WA seeks a Vice President, Private Wealth Planner to deliver holistic financial planning to clients. This role requires extensive knowledge in various planning areas, including retirement and investment strategies. The successful candidate will...
$150k - $200k
...Vice President, Advisor (Kirkland/Seattle) Kirkland WA - Kirkland, WA 98033; Seattle WA... ...Category Advisor Description EP Wealth Advisors (EPWA) is a wealth... ...have the opportunity to build trusted client relationships, support thoughtful client continuity...Full timeTemporary workWork at officeImmediate startFlexible hours$184.8k - $343.2k
...contribute to the company’s success. As a Managing Director, Sr. Relationship Manager (F) within PNC's Corporate Banking organization, you... ...trainingExperience with middle market and large corporate clients (revenue of 100mm +)PNC is an in-office company that fosters a...Full timeTemporary workPart timeWork experience placementWork at office- Job SummaryThe Sr. Vice President, Valuation is responsible for independently preparing market value appraisals for commercial real... ..., Valuation is responsible for developing and maintaining client relationships as well as mentoring and training Associate Appraisers and...TraineeshipWork at officeLocal area
- ...partnered with a leading $29B+ national RIA in their search for an Associate Wealth Manager — a high-impact opportunity for an ambitious professional who’s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role. As...Full time
$50k
...compensation of $75K+) plus comprehensive benefits Overview: Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue,...Full timeMonday to Friday- ...Field Relationship Manager As a Field Relationship Manager within Merchant Services, you will be primarily responsible for an existing portfolio of Middle Market clients (PayFac/FLS). You will partner closely with the firm-wide bank coverage team, including JPMorgan...Bank staff
- ...that align with their expertise and ambitions. We prioritize building lasting relationships with our clients and candidates to ensure mutual growth and success. Role Description The Vice President is responsible for operational efficiency across the company to ensure that...Remote work
- ...Vice President, Client Partner About the Company Ambitious provider of content marketing software & services Industry Marketing... ...strategic advisor, using a consultative approach to cultivate relationships with marketing executives and guide their advancement...Freelance
$159.9k - $213.2k
...Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered... ...growing a high-performing lending portfolio. The Vice President II partners closely with Relationship Management, Syndications, Legal, and other...Work at office$220k - $240k
...ARES), a leading global alternative investment manager offering clients complementary primary and secondary investment solutions... ...best-in-class data center operations globally. Reporting Relationships Principal, Digital Infrastructure Compensation The anticipated...Full timeTemporary workWork experience placementLocal areaFlexible hours$200k - $250k
...ARES), a leading global alternative investment manager offering clients complementary primary and secondary investment solutions... ...interpersonal skills with the ability to develop and maintain positive relationships across teams and stakeholders. ~ Experience with contractor...Full timeTemporary workFor contractorsWork experience placementWork at officeLocal areaFlexible hours- ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences staffing firm serving biotech, pharma, and... ...ideal for someone who excels at opening doors, building relationships, and serving as a trusted advisor to life sciences organizations...
- ...Field Relationship Manager As a Field Relationship Manager within Merchant Services, you will be primarily responsible for an existing portfolio of Middle Market clients (PayFac/FLS). You will partner closely with the firm-wide bank coverage team, including JPMorgan...Bank staff
- ...Vice President, Sales Engagement Strategy, Payments Marketing About... ...Services Finance Banking Wealth Management Banking &... ...-specific needs of distinct client audiences. The Vice President... ...to manage stakeholder relationships, run intake and prioritization...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Wealth Client Relationships. Be the first to apply!
- vice president information technology Bellevue, WA
- vice president real estate development Bellevue, WA
- vice president research Bellevue, WA
- vp hr Bellevue, WA
- vice president healthcare Bellevue, WA
- vice president product development Bellevue, WA
- vp internal audit Bellevue, WA
- vice president business solutions Bellevue, WA
- vice-president human resources Bellevue, WA
- vice president transportation Bellevue, WA


