Top Tech Jobs & Startup Jobs in Seattle, WA

Cultivates and manages relationships with high-net-worth clients, develops referrals and new business, assesses comprehensive financial needs, coordinates specialists, and delivers customized wealth management strategies. The role covers investments, banking, credit, tax, estate planning, philanthropy, insurance, and wealth transfer while driving relationship growth, presenting solutions, closing sales, and enhancing client experiences through digital capabilities.

Manages complex investment portfolios for high-net-worth personal trusts and individual clients. Develops and executes investment strategies, monitors objectives, coordinates with clients and internal teams, supports business development and sales targets, and ensures adherence to investment guidelines and risk practices. Provides thought leadership, participates in investment committees and special projects, solves complex problems, and leads functional initiatives while maintaining strong client and stakeholder relationships.

Manages wealth management client accounts, coordinates service requests and transactions, resolves issues, communicates with clients and advisors, and supports account setup and maintenance. Develops knowledge of financial planning, investments, fiduciary practices, banking, and capital markets. Identifies relationship-enhancement and business-development opportunities, assists with client presentations, cultivates referral sources, and continues developing advisory skills.

Serve as primary client contact for high-net-worth individuals and families, building deep relationships, sourcing referrals, and developing customized wealth strategies. Coordinate specialists to deliver holistic services (investments, tax, estate, credit, insurance, philanthropic planning), prepare tailored meeting agendas and presentations, drive organic growth, close sales, and ensure smooth delivery while incorporating digital solutions to enhance client experience.