- KeyBank (Tacoma, WA)
- …responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an ... Goal; this is accomplished through the sales practices of Private Client Advisors and Private ...closing on referrals. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities… more
- JPMorgan Chase (Vancouver, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- KeyBank (Tacoma, WA)
- …Functions** + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Support the ... new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and...of interest, and acting in the best interests of Key 's clients and Key . **Education** + Bachelor's… more
- TIAA (Seattle, WA)
- …Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity ( wealth management). Candidates should possess ... Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a...of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that… more
- KeyBank (Kennewick, WA)
- …in a long-term career at Key . **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client ... wealth from one generation to the next. The Key Investment Services Internship is a structured 10.5-week experience...information. + Manage Salesforce book and assist in planning client events. + Engage in Key Corp… more
- World Insurance Associates, LLC. (Seattle, WA)
- …new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and retirement… 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 identify ... necessary to achieve sales goals + Teams with KPB Wealth Advisors and RM(s) to uncover opportunities in existing...+ Provides ongoing contact with new clients to enhance client 's initial experience with Key + Fully… more
- DXC Technology (Bellevue, WA)
- …conversions, and ensuring seamless integrations** across legacy and modern platforms. ** Key Responsibilities** + **Lead client engagements** , facilitating ... IT, optimizing data architectures, and ensuring security and scalability across public, private , and hybrid clouds. Many of the world's largest companies and public… more
- HUB International (Pasco, WA)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 ... the recruitment funnel and identifying opportunities for process improvement. + Deliver key performance metrics and actionable insights to key stakeholders and… more