- Unknown (Portland, OR)
- …financial modeling, deal structuring and integration planning. You will serve as a senior client advisor to private equity firms, corporate acquirers and ... delivering measurable business outcomes, is essential. Strong leadership and client -facing skills, advanced proficiency with financial modeling and Microsoft Office… more
- Unknown (Portland, OR)
- Executive Vice President, Client Services, Biotech About the Company Acclaimed PR agency specializing in health & life sciences communications Industry Public ... Relations and Communications Type Privately Held, Private Equity-backed Founded 1996 Employees 201-500 Specialties advertising marketing & branding global campaigns… more
- Unknown (Portland, OR)
- …capital assessments, and operating-model validations. You will build and maintain deep client relationships with private equity firms, strategic acquirers and ... corporate boards, act as a trusted advisor throughout the transaction lifecycle, and collaborate with deal...revenue (eg, $3 M+ annual) from new and existing client relationships. Familiarity with middle-market dynamics and deal structures,… more
- Unknown (Portland, OR)
- …marketing automation software Industry Computer Software Type Privately Held, Private Equity-backed Founded 1999 Employees 1001-5000 Categories Web Development ... industry insights, lead strategic go-to-market initiatives, and offer creative client engagement strategies to support the digital transformation of customers.… more
- Unknown (Portland, OR)
- …manufacturers Industry Information Technology and Services Type Privately Held, Private Equity-backed Founded 2011 Employees 51-200 Categories Analytics Information ... successful candidate will be responsible for seamless platform integration with client environments, collaborating with customer success and product teams, and… more
- JPMorgan Chase (Klamath Falls, OR)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Portland, OR)
- **Location:** 11665 SW Pacific Highway - Tigard, Oregon 97223 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- US Bank (Portland, OR)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- Columbia Bank (Medford, OR)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our… more
- KeyBank (Milwaukie, OR)
- …and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and ... As part of a team serving institutional clients, the Advisor delivers a proactive client experience through...institutional clients, the Advisor delivers a proactive client experience through the development of internal and external… more
