- Principal Financial Group (Seattle, WA)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between ... portfolio management and Principal Fixed Income's clients...income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class client… more
- HSBC (Seattle, WA)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: * Build ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...you will provide financial solutions and opportunities to your portfolio of clients * Maintain the highest standard of… more
- Deloitte (Seattle, WA)
- Oracle Cloud Financials Manager Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder ... process design stages of Oracle Cloud implementations. Responsibilities will include: + Client Management: Manage day to day interactions with executive clients and… more
- PNC (Seattle, WA)
- …portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and Defined Benefit Retirement ... Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning… more