- 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 (Seattle, 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 (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary … 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
- BlackRock (Seattle, WA)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1 trillion in ... different perspectives are valued and drive better decisions. Consistent with our diverse client base, we recognize the benefit that diversity of thought brings to… more