- Principal Financial Group (Seattle, WA)
- **What You'll Do** The Director, Funds Operational Risk will serve as a key risk partner to Principal Asset Management's US funds platforms-covering mutual funds, ... and partnership. The role will also provide insight into fund operations with private asset exposure (such as real estate and alternative credit), while supporting… more
- KeyBank (Tacoma, WA)
- **Location:** 1101 Pacific Avenue - Tacoma, Washington 98402 **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field ... team to manage their client book, grow, expand and retain client ...of interest, and acting in the best interests of Key 's clients and Key . **Education** + Bachelor's… more
- KeyBank (Tacoma, WA)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the ... Key Private Client Program and will focus on...Key Private Client Program and will focus on the entire ...needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,… more
- KeyBank (Tacoma, WA)
- …learn the core bank products to coach to referrals back to the Retail Bank . + Coach Private Client Advisors to engage licensed and non-licensed branch ... assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader...to identify investment referral opportunities from new and existing bank client base. + Keep abreast of… more
- KeyBank (Seattle, WA)
- …in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client ... needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank ,...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- KeyBank (Moses Lake, WA)
- **Location:** 314 East Third Avenue - Moses Lake, Washington 98837 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- JPMorgan Chase (Vancouver, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- UMB Bank (Olympia, WA)
- … client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager ... and has access to company financial, market, client , and personnel information. . You will market to...limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National… more
- KeyBank (Everett, WA)
- …**Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales teams in assigned districts and/or segment, within Consumer ... Business Banking. With a focus on growing client relationships with payment and card processing needs, the...various functional groups and lines of business throughout the bank for growth opportunities. **Responsibilities** + Acquire new merchant… more
- KeyBank (Seattle, WA)
- …as well as appropriate pricing and credit risk parameters. + Aggressively develops CDLI client relationships, acts as a catalyst for Key in the Community and ... various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects,… more
- KeyBank (WA)
- …with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and Banking Partners to ... + Provides ongoing contact with new clients to enhance client 's initial experience with Key + Fully develops relationships to uncover additional services to… more
