Portfolio Manager III
4 weeks ago
pbJobSummary:/b/ppAsaPortfolioManageratBankofAmerica,youwillworkwithcomplexHighNetWorthInvestorstocreatecustomizedinvestmentstrategies.Yourprimaryresponsibilitywillbetounderstandthestrategicinvestmentobjectives,spendingpolicyneeds,anduniqueclient/prospectgoalstoprovideguidanceanddevelop,implement,andmanageinvestments./ppbKeyResponsibilities:/b/pulliManageindividualsecurities,SMAs,alternativeinvestments,andSpecialtyAssetstoensurealignmentofassetallocationwithclient'sinvestmentobjectivesandrisktolerances./liliOverseethecompletionofinvestmentpolicystatementsandactasatechnical/industryexpertinmanagingcomplexindividualandfamilyclientrelationships./liliSupportPCteamsineffectivelycommunicatingtoprospectsourbusinessculture,investmentphilosophy,andrangeofinvestmentandnon-investmentsolutions./liliDevelopandrecommendstrategiestoachievetheinvestmentgoalsofclientsandmeetwithclientstoreviewinvestmentperformanceandforecastmarketchangesbasedoneconomicandindustryanalysis./liliConductallaspectsinvolvedwithmanagingportfolios,includingexecutingalltrades,maintaininginvestmentactionplans,monitoringandaddressingoverdrafts,conductingReg.9investmentreviews,anddocumentingaccountactivitiesandclientinteraction./li/ulpbRequirements:/b/pulliAminimumof10-15yearsofinvestmentdecision-makingandfinancialconsultingexperienceworkingwithhighnetworthclientsandultra-highnetworthclients./liliKnowledgeoffiduciaryandfinancialproductsandservicesrequiredthroughextensiverelatedworkexperience./liliBroad-basedtechnicalknowledgeofinvestments,tax,legal,andoperationsnecessarytoserviceclients./liliKnowledgeoffiduciarystandards,principles,andapplicablelawsandregulationsusuallyacquiredthroughtraining,seminars,orlawschool./li/ulpbPreferredQualifications:/b/pulliUndergraduatedegreeinFinance,Accounting,Economics,orequivalentfinancialservices/businessexperience./liliHoldappropriatecredentialssuchasCPA,CFP,and/orCFAdesignation./liliAgraduatedegreesuchasMBAorJDpreferred./li/ulpbBenefits:/b/ppAsaPortfolioManageratBankofAmerica,youwillbeeligibleforacompetitiveannualizedsalary,discretionaryincentive,andindustry-leadingbenefits.Weprovideadiverseandinclusiveworkplaceforeveryone,withopportunitiestolearn,grow,andmakeanimpact./p
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Portfolio Manager III
4 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Title: Portfolio Manager IIIJob Summary:We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a Portfolio Manager III, you will be responsible for managing complex high net worth investor relationships and creating customized investment strategies.Key Responsibilities:Develop and implement investment plans tailored...
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Portfolio Manager III
4 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Title: Portfolio Manager IIIJob Summary:As a Portfolio Manager III at Bank of America, you will work with complex High Net Worth Investors to create customized investment strategies. Your primary responsibility will be to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide guidance and develop,...
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Portfolio Manager III
4 weeks ago
Seattle, Washington, United States Bank of America Full time**Job Title:** Portfolio Manager III**Job Summary:**As a Portfolio Manager III at Bank of America, you will be responsible for creating customized investment strategies for complex High Net Worth Investors. Your expertise will be utilized to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide...
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Portfolio Manager
4 weeks ago
Seattle, Washington, United States Principal Financial Group Full timeWe're seeking a skilled Portfolio Manager to support our Principal Asset Allocation's Portfolio Management team. In this role, you'll provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key Responsibilities:Monitor, reconcile, and manage client portfolios, ensuring liquidity and...
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Senior Portfolio Manager
4 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Summary:As a Senior Portfolio Manager at Bank of America, you will be responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Your key responsibilities will include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio...
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Portfolio Manager II
3 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Portfolio Manager II, you will play a critical role in helping us achieve our goal of being a great place to work.We are seeking a highly skilled and experienced Portfolio Manager II to join our team. In this role, you will be...
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Product Manager III
4 weeks ago
Seattle, Washington, United States Expedia , Inc. Full timeAbout the RoleWe are seeking a Product Manager III to join our Rapid API product team at Expedia Group. As a key member of our team, you will be responsible for defining and delivering our Activities and Insurance roadmap. This role involves working closely with various teams across Expedia Group to ensure our partners have access to the world's best...
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Portfolio Manager
4 weeks ago
Seattle, Washington, United States Russell Investments Full timeBusiness Unit:Investment DivisionSalary Range:$100,000 USD - $120,000 USDAt Russell Investments, compensation is based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to...
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Technical Program Manager III
4 weeks ago
Seattle, Washington, United States Expedia Partner Solutions Full timeTransforming Travel Technology At Expedia Group, we're revolutionizing the way people travel. Our cutting-edge technology platform empowers our brands to deliver seamless, personalized experiences for travelers and partners alike. As a Technical Program Manager III, you'll play a pivotal role in shaping the future of travel technology. About the Role We're...
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Portfolio Strategist
4 weeks ago
Seattle, Washington, United States Principal Financial Group Full timePortfolio Analyst RoleWe are seeking a skilled Portfolio Analyst to support our Principal Asset Allocation's (PAA) Portfolio Management team. In this role, you will provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key ResponsibilitiesMonitor and reconcile client activity,...
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Reverse Mortgage Portfolio Manager
4 weeks ago
Seattle, Washington, United States Guild Mortgage Company Full timeJob Title: Reverse Mortgage AnalystAbout the Role:The Reverse Mortgage Analyst plays a critical role in the company's Reverse Mortgage Division, contributing to the pricing, modeling, and secondary market strategies. This position is responsible for tracking market activities, identifying relative value opportunities and portfolio risks, and assisting in...
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Account Executive/Broker III
4 weeks ago
Seattle, Washington, United States Aon Full timeAbout the RoleAon is seeking a skilled Account Executive/Broker III to join our Private Risk Management team. As a key member of our team, you will be responsible for delivering innovative and effective solutions to our high-net worth clients.Key ResponsibilitiesManage a portfolio of high-net worth personal insurance clients with complex insurance...
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Senior Property Manager and Portfolio Lead
3 weeks ago
Seattle, Washington, United States TAD PGS, Inc. Full timeThis key role is a great opportunity to join TAD PGS, Inc. as a seasoned Senior Property Manager and Portfolio Lead.As a Senior Property Manager and Portfolio Lead, you will be responsible for managing a portfolio of medical office and commercial office properties. This includes preparing monthly reports, managing the performance of contractors and vendors,...
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Portfolio Strategy Director
3 weeks ago
Seattle, Washington, United States C&W of Washington, Inc Full timeJob Title: Portfolio Strategy DirectorJob Description Summary:The Portfolio Strategy Director will oversee the management and direction of a team responsible for delivering Portfolio Strategy support and Transaction Management services focused on creating value for the client and delivering positive client experiences.The Director will collaborate closely...
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Product Manager III
4 weeks ago
Seattle, Washington, United States Manpower Group Inc. Full timeProduct Manager IIIManpowerGroup is seeking a Product Manager III to join their team. As a key member of the Product Quality Team, you will be responsible for managing, developing, and implementing product marketing activities to maximize sales of an assigned product line. This role requires a bachelor's degree and at least 5 years of experience in the...
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Seattle, Washington, United States Amazon Full timeWe're seeking a seasoned program manager to oversee our global content portfolio, focusing on API documentation. As part of our team at Amazon, you'll play a crucial role in enabling software developer customers worldwide.Company OverviewWe own global products and programs that empower developers to integrate with REST APIs. Our documentation team is...
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Seattle, Washington, United States Seattle Children's Full timeClinical Data Management for ImmunotherapyWe are seeking a skilled Clinical Data Management Specialist III, Immunotherapy to support our mission in managing clinical and lab data for pediatric Immunotherapy clinical trials.The ideal candidate will have a strong background in clinical data management, with experience in creating data specifications, database...
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Marketing Manager III
3 weeks ago
Seattle, Washington, United States Ursus Inc Full timeJob Title: Marketing Manager III - MerchandisingAt Ursus Inc, we are seeking a highly skilled Marketing Manager III - Merchandising to join our team. As a key member of our merchandising team, you will be responsible for working closely with product and tech teams to test and implement new features and influence customer-facing product roadmap based on PV...
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Project Manager III
4 weeks ago
Seattle, Washington, United States King County Full timeJob SummaryWe are seeking a highly skilled Project/Program Manager III to join our team at King County. As a key member of our organization, you will be responsible for managing projects and programs that align with our strategic goals and objectives.Key ResponsibilitiesDevelop and implement project plans, including timelines, budgets, and resource...
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Product Manager III
3 weeks ago
Seattle, Washington, United States Manpower Group Inc. Full timeAbout the Role:We are seeking a highly skilled Product Manager III to join our team at Manpower Group Inc. This is a key role that requires a strong understanding of product development and marketing strategies.Key Responsibilities:Contribute to engineering discussions around technology decisions and strategies related to a product.Lead initiatives in...