Top Tech Jobs & Startup Jobs in Seattle, WA

Manage a portfolio of public sector and higher education commercial card clients across the West Coast. Serve as strategic advisor, drive spend and revenue growth, lead executive reviews, support RFPs and contract negotiations, manage program strategy, profitability, non-credit risk, and cross-sell bank products.

Advise and grow relationships with High and Ultra High Net Worth clients across investments, banking, credit, insurance, estate planning and fiduciary services. Identify, close, and deepen client relationships, coordinate specialist teams, develop new business through internal and external channels, and act as a strategic advisor and community representative.

Provide administrative, operational, sales-support, and client service to Financial Advisors. Tasks include scheduling, preparing investment materials, client outreach, regulatory record-keeping, supporting business development and coordinating marketing and internal initiatives.

Lead retention and growth of medium-to-large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to deliver comprehensive wealth management advice. Handle complex wealth and relationship management issues, provide strategic counsel, and drive business development while maintaining required regulatory registrations and compliance.

Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using U.S. Bank AMG or open architecture, perform manager/fund research and due diligence, coordinate trust and portfolio management, and drive relationship management and new business development.

Advise affluent clients on investment, insurance, and wealth planning; construct goals-based portfolios using internal and external investment solutions; deliver investment strategy, research, due diligence, and trust/portfolio management; generate new business and maintain client relationships while coordinating with team for holistic wealth management services.

Provide comprehensive, goals-based wealth planning—lifestyle, protection, philanthropic, tax, business transition, and estate planning. Use planning software and customizable deliverables to build tailored solutions, partner with relationship teams to support new client opportunities, and work directly with clients or alongside senior team members.

Oversee and support Personal Trust operations, applying fiduciary expertise to ensure compliance with laws and bank policies. Advise on trust and fiduciary matters, identify and remediate fiduciary risks, lead audit/regulatory projects, develop oversight procedures, conduct compliance reviews, manage exceptions and complaints, and partner with Legal, Risk, and business units to implement regulatory and policy changes while delivering high-level client service.

Develop and grow profitable business account relationships by prospecting and selling business card and payment solutions to mid‑to‑large companies. Conduct discovery, credit analysis, manage pipeline using CRM, leverage referral networks and COIs, partner internally to retain and expand portfolio, and travel locally, regionally, and nationally as needed.