Top 12991 Client portfolio director Jobs

Director of Education
Northwest Trustee & Management Services, LLC —Spokane, WA
- $110,000 - $140,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Outlook
- Health savings account
- Dental insurance
Quick Apply
8d
Director of Organizational Learning
By the Bay Health —Larkspur, CA
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Senior Owner's Representative/Associate Director
Park Lane Projects —Beverly Hills, CA
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Associate Political Creative Director
People Who Think LLC —Mandeville, LA
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Brand License Compliance Director
PROMOTION IN MOTION INC —Park Ridge, NJ
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Corporate Foundation Relations Director
UT Southwestern —Dallas, TX
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Director, SMA Model Specialist
Janus Henderson —West Palm Beach, FL
- $140,000 - $150,000 a year
- 5 years
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Client Relationship Manager - Wholesale
Weston Nurseries —Hopkinton, MA
- $70,000 - $90,000 a year
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Director, Portfolio Management
NTT Global Data Centers —Remote
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Director of Investment Advisory and Client Portfolio Management
Brown Brothers Harriman —New York, NY
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- Full-time
- Microsoft Excel
- 11+ years
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Strategy Director
Instrument —Remote
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- Full-time
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Client Relations Manager
URAC —Washington, DC
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Director
Concurrent Technologies Corporation —Remote
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Consumer Insights Director - USA
William Grant & Sons —New York, NY
- $191,964 - $220,000 a year
- Full-time
- 11+ years
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Director of Financial Planning & Analysis
Arch Amenities Group —Remote
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- CPA
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Director of Franchise Success
Seniors Helping Seniors, LLC —Remote
- $100,000 - $130,000 a year
- Full-time
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- 5 years
- Paid time off
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1d
Director, Client Services
Kobie Marketing —Remote
- Full-time
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Sr Transformation Director
Vizient, Inc. —Remote
- $117,600 - $206,000 a year
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Account Director, Consumer
Interdependence —Remote
- Remote
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- Health insurance
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Director - Strategic Client Group
Principal Financial Group —Remote
- $157,000 - $213,000 a year
- Full-time
- Remote
- Customer service
- Bachelor's degree
- US work authorization

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Director of Education

Northwest Trustee & Management Services, LLC
Spokane, WA

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Job Details

Full-time
$110,000 - $140,000 a year
8 days ago

Benefits

Health savings account
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Associate Professional in Talent Development (APTD)
Certified Professional in Talent Development (CPTD)
Online learning activities
Zoom
Online learning environment experience
Online learning curriculum development
Certified Professional in Training Management (CPTM)
Attention to detail
Online training platform teaching experience
E-learning platforms
Enterprise Learning Management
Video conferences (communication methods)
Webinars (training delivery method)
Online education instructional development
Cross-functional collaboration
Cross-functional communication
Time management

Full Job Description

REPORTING TO: Strategic Growth Officer

TYPE: Full-Time (Exempt)

LOCATION: Spokane, WA (hybrid and remote applicants will be considered)

RESPONSIBILITIES:

The Director of Education plays a vital role in shaping and delivering Northwest Trustee’s educational programming. This position oversees the development, execution, and continuous improvement of learning initiatives—including curriculum, webinars, white papers, podcasts, courses, and learning communities—ensuring they are strategically aligned with Northwest Trustee’s mission, vision, values and meaningful challenge.

As a content strategist, program designer, and community builder, the Director of Education partners with the Executive Leadership Team and other external partners and thought leaders to curate meaningful and innovative learning experiences that advance NWT’s mission and strengthen engagement for employees, clients and Centers of Influence (COIs).

The Director of Education will be an empathetic educator with a demonstrated ability to develop and deliver training and curriculum to empower families to steward wealth for lasting community impact.

Successful candidates for this role will have strong analytical skills, a passion for education and learning, a commitment to continuous learning and improvement, robust technological and communication skills, enjoy seeking out new information and synthesizing findings, excellent time management, a focus on attention to detail, and demonstrated ability to develop collaborative relationships.

DUTIES:

· Content Development: Manage the development, planning and delivery of courses, webinars, podcasts, white papers and other initiatives—recruiting and supporting speakers, overseeing logistics, and ensuring excellence and relevance of content.

· Program Development and Delivery: Provide leadership and direction for NWT’s employee and client education portfolio, ensuring alignment with the company’s mission, vision, values and meaningful statement.

· Learning Communities or Cohorts: Lead the design and implementation of learning communities to deliver content, grow participant engagement, and enhance learning around stewardship of family wealth.

· Collaboration: Partner with team members, speakers, COIs, volunteers and other external partners to ensure consistency, quality, and impact across all education platforms.

· Evaluation & Innovation: Monitor program effectiveness, gather feedback, and apply insights to enhance learning experiences and organizational outcomes.

· Continuous Improvement: Collaborate with the Leadership Team, HR Specialist, Marketing Coordinator, and other staff and partners to evaluation, shape, and refine educational programming.

· Other Duties

Ensuring adherence to fiduciary policies, procedures, and risk controls
Identifying and implementing process improvements to enhance efficiency and consistency
Promoting effective use of systems, including training platforms, CRM, and document management tools
Participating in cross‑functional projects and operational initiatives

JOB QUALIFICATIONS:

Required:

Bachelor’s degree or equivalent experience
5-10 years of experience in program management, adult education, learning design, curriculum development, or a related field.
Excellent communication skills (written, verbal, and interpersonal) with the ability to collaborate across diverse groups.
Demonstrated ability to facilitate group discussions, support collaborative learning, and create an inclusive and respectful environment.
Experience designing and delivering learning programs (both in-person and virtual)
Familiarity with learning management systems and/or virtual learning platforms.
Strong organizational, communication, and problem‑solving skills

Preferred:

Experience using continuous improvement methodologies/philosophies
Strong working knowledge of Zoom, Microsoft Excel, Word, and Outlook
Preference given to professional certifications, including;
CPTD (Certified Professional in Talent Development) – OR legacy CPLP
APTD (Associate Professional in Talent Development)
CPTM (Certified Professional in Training Management)

PERSONAL QUALIFICATIONS:

Commitment to the core values of Northwest Trustee:

Professionalism
Compassion
Integrity
Diligence
High degree of professionalism, discretion, and judgment
Adaptability and willingness to learn

ABOUT NORTHWEST TRUSTEE:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

OUR MISSION:

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that:

· Adheres to the highest ethical standards

· Treats clients with respect and understanding

· Provides clear and timely advice and service

· Honors confidentiality

Pay: $110,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Spokane, WA 99201

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Refine Your Search

client portfolio director jobs

Director of Education

Director of Organizational Learning

Senior Owner's Representative/Associate Director

Associate Political Creative Director

Brand License Compliance Director

Corporate Foundation Relations Director

Director, SMA Model Specialist

Client Relationship Manager - Wholesale

Director, Portfolio Management

Director of Investment Advisory and Client Portfolio Management

Strategy Director

Client Relations Manager

Director

Consumer Insights Director - USA

Director of Financial Planning & Analysis

Director of Franchise Success

Director, Client Services

Sr Transformation Director

Account Director, Consumer

Director - Strategic Client Group

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