- KeyBank (Seattle, 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 (Lynnwood, 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
- 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
- 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
- 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 (Bothell, 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