Finance Manager Way Forward ConsultingFinance ManagerBellevue, WA$63–$65 / hourContractoro Performs work under time schedules and stresses which are normally periodic or cyclical, including time sensitive job stress, fatigue, unpaid over-time, intellectual challenge, constant technical data feedback, language barriers, and business management stress. • Collaborate with cross-functional teams to drive media, partnership and experiential programming planning and execution while representing appropriate channel partners’ views in order to effectively manage product lifecycle.
NewMarketing Finance Manager Epitec, IncMarketing Finance ManagerBellevue, WA$50–$55 / hourPerforms work under time schedules and stresses which are normally periodic or cyclical, including time sensitive job stress, fatigue, unpaid over-time, intellectual challenge, constant technical data feedback, language barriers, and business management stress. Collaborate with cross-functional teams to drive media, partnership and experiential programming planning and execution while representing appropriate channel partners’ views in order to effectively manage product lifecycle.
NewSr. Manager, Supply Chain Finance JobotSr. Manager, Supply Chain FinanceTacoma, WA$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Compliance & Reporting: Reconcile general ledger accounts, manage monthly variance analyses, and ensure all financial statements align with GAAP and month-end deadlines.
NewFINANCE SYSTEMS MANAGER Widenet ConsultingFINANCE SYSTEMS MANAGERSEatac, WashingtonContractorManages the design, development, implementation, maintenance, and support of a portfolio of financial systems and integration with critical business systems, spanning across multiple areas/disciplines within Finance and Supply Chain (including but limited, to Revenue Accounting, Accounts Payable, Accounts Receivable, Billing, Financial Reporting, SCM). The Finance Systems Manager leads and establishes priorities for the team that provides functional support for PeopleSoft (AM, AP, AR, BI, GL, SCM), and other financial systems, including revenue, fuel, treasury, tax, materials, financial reconciliation and reporting, and multiple internal and external interfaces.
NewAMER DC Delivery Operations Program Manager , Infrastructure Amazon Data Services, Inc.AMER DC Delivery Operations Program Manager , InfrastructureSeattle, WAMaintain funding request progress tracker to ensure requests’ timing aligns with leadership review timelines, allows for capacity delivery on time to support customer needs, and provides partner teams data to resource plan to support the funding request assembly process. We are seeking an experienced Program Manager to work alongside a talented team of Technical Infrastructure Program Managers, Business Development executives, Construction Program managers and Energy PMs to help us deliver Data Center Capacity for our customers worldwide.
NewFinance and HR Administrator SSPFinance and HR AdministratorSeattle, WA$28–$28Responsible for the activities of Accounts Payable, Accounts Receivable, Cash Room, ensuring the accurate and timely processing of all payables, transfers, petty cash, and cash control. The Shared Services Specialist is a dual-matrix position that will provide support in finance, accounting and human resources administrative functions within an airport setting.
NewTax Manager JobotTax ManagerLynnwood, WA$95,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
NewAccounting Manager JobotAccounting ManagerBellevue, WA$90,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a forward-thinking accounting firm specializing in tax services, business assurance, and financial consulting for privately held mid-market businesses and high-net-worth individuals across the Pacific Northwest.
NewTransmission System Manager, AWS Energy Team Amazon Data Services, Inc.Transmission System Manager, AWS Energy TeamSeattle, WAThe successful candidate will possess strong project management and communication skills and an ability to collaborate with cross-functional teams (Energy, Legal, Finance, Supply Strategy, Real Estate and Capacity Planning) on reporting status, issues, opportunities and key risks across a portfolio of power projects. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
NewRegional Asset Manager Osprey ManagementRegional Asset ManagerSeattle, WA$65,000–$70,000 / yearDescription:Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. While working closely with Regional Property Managers and onsite teams, this role focuses on long-term asset growth, portfolio-wide initiatives, and aligning property performance with company investment goals.
NewProduct Manager LevelTen EnergyProduct ManagerSeattle, WA$96,000–$130,000 / yearPartner with design to define user experience, provide feedback on concepts, and ensure delivered experiences meet user needs and product intent • Partner closely with engineering on both feature development and platform work, including initiatives that involve migrating or re-platforming existing functionality. The LevelTen Platform is the world’s largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly.
NewSelf Storage Facility Manager Osprey ManagementSelf Storage Facility ManagerTacoma, WAAs the Self Storage Facility Manager, you will be responsible for the day to day operation of the self-storage facility including excellent customer service, keeping the property clean, performing light landscaping/maintenance, providing tours of the property, and by meeting revenue goals by renting units, selling tenant insurance and other retail supplies. We are a full-service, commercial real estate firm that delivers highly specialized Asset Management Services and focuses primarily on Manufactured Housing and Self-Storage.
NewGeneral Manager MV TransportationGeneral ManagerKent, WA$170,000–$200,000Healthcare Benefits: PPO Medical, Medical HSA, Prescription, Dental, Vision (spouse and dependent children), Telemedicine, FSA, Life, AD&D, Group Accident, LTD, STD, EAP, Critical Illness, Hospital Indemnity, Substance Abuse Professionals programming. Other Compensation: $1,000.00 Driver referral bonus ($500.00 upon training completion and $500.00 upon completion of probationary period); $1,000.00 Mechanic referral bonus ($500.00 upon training completion and $500.00 upon completion of probationary period).
Sr Manager, Finance DaVitaSr Manager, FinanceFederal Way, WAFull timeGrowth strategy sessions: Partners with Regional Directors and Division Vice Presidents to analyze, review and recommend overall divisional strategy including existing center growth, new center growth, acquisitions, physician partnerships, hospital partnerships, and other factors. Training: Provides structured financial training to new field teammates and existing teammates as needed; trains Regional Directors and Division Vice Presidents on three-year treatment forecast and budget templates and processes.
Senior Finance Manager - Hybrid Providence St. Joseph HealthSenior Finance Manager - HybridRenton, WAFull timeThe successful candidate will be a highly motivated individual who has the ability to work through ambiguity, proactively solve problems, drive data-driven insights to inform decision making and resource allocation and importantly, influence business decision-making at the Executive Vice President level. Providence Shared Services is a service line within Providence that provides a variety of functional and system support services for our family of organizations across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Senior Finance Manager Providence St. Joseph HealthSenior Finance ManagerRenton, WAFull timeThe successful candidate will be a highly motivated individual who has the ability to work through ambiguity, proactively solve problems, drive data-driven insights to inform decision making and resource allocation and importantly, influence business decision-making at the Executive Vice President level. Providence Shared Services is a service line within Providence that provides a variety of functional and system support services for our family of organizations across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Finance Manager T-Mobile USA, IncFinance ManagerBellevue, WA$86,300–$155,700 / yearFull timeThe Finance Manager will provide guidance to Executive Leadership on the financial trends and operational drivers behind the results by constructing Executive-level presentations and presenting findings, including offering guidance on course corrections as needed in a clear, concise, and compelling manner. Work Experience: 7-10 years experience in planning and complex analytics, including strong financial acumen, and knowledge of financial statements (P&L, Balance Sheet, Cash Flow) and US GAAP.
Senior Finance Manager - Marketing T-Mobile USA, IncSenior Finance Manager - MarketingBellevue, WAFull timeThis role sits at the center of marketing, finance, and executive leadership, ensuring that brand, creative, and communications investments are clearly translated into financial outcomes and aligned to enterprise priorities. This role partners closely with senior marketing leaders and cross-functional teams across Finance and Accounting, and requires the ability to challenge assumptions, influence decisions, and drive alignment across stakeholders.
Finance Manager - Bad Debt T-Mobile USA, IncFinance Manager - Bad DebtBellevue, WAFull timeThe Finance Manager will provide guidance to leadership on the financial trends and operational drivers behind the results and present reports on findings, including offering guidance on course corrections as needed. This role will give you the opportunity to use your skills to provide financial support and guidance to stakeholders across key areas within T-Mobile Financial Services, Credit & Collections, Line of Businesses, and Marketing.
Finance Manager - T-Ads T-Mobile USA, IncFinance Manager - T-AdsBellevue, WAFull timeThis role will be the financial lead for T-Ads "owned & operated and rideshare" business performance, measurement, and ROI and will play a critical role in building a comprehensive financial framework that pulls together data and costs. The ideal candidate blends strong FP&A experience with hands-on Power BI and data modeling skills, along with the ability to influence senior leaders and navigate complex cross-functional, international environments.
Finance Manager, FP&A T-Mobile USA, IncFinance Manager, FP&ABellevue, WAFull timeIt will require strong abilities to automate financial models and dashboards while clearly communicating financial outcomes and insights across business partners and senior leadership. At T-Mobile, employees in regular, non-temporary roles are eligible for an annual bonus or periodic sales incentive or bonus, based on their role.
Mgr, Finance System Services Cambia Health SolutionsMgr, Finance System ServicesRenton, WAFull timePrimary contact for Information Technology (IT) departments that support ERP services, including: network, infrastructure, database, information security, centralized imaging, electronic data interchange and global transaction output - all in service of creating a person-focused health care experience. A Manager of Finance System Services would have a Bachelor's degree in information systems, computer science, accounting, business, mathematics, or related field and ten years of work experience relevant to the position - Master of Business Administration or Master of Information Systems preferred.
EY-Parthenon - Corporate Finance - Business Valuation (Manager) (Multiple Positions) (1705602) Ernst & Young US LLPEY-Parthenon - Corporate Finance - Business Valuation (Manager) (Multiple Positions) (1705602)Seattle, WA$135,866–$135,866 / yearFull timeIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. - Performing business or intangible asset valuations for financial reporting, including experience in one or combination of any of the following: Purchase Price Allocations, goodwill impairment testing, and/or other; - Tax reporting (legal entity valuation) utilizing the Income, Market, or Cost approaches; OR .
Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Manager, Strategic Finance and FP&A, Advanced Decision ModelingSeattle, WA$112,100–$225,500 / yearFull timeThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
Finance Manager - Financial Services T-Mobile USA, IncFinance Manager - Financial ServicesBellevue, WAFull timeThe FP&A (Financial Planning & Analysis) - Financial Services role is responsible for providing financial insights, forecasting, budgeting, and performance analysis to support strategic and operational decision-making within financial Services businesses. This position partners closely with senior leadership, business unit leaders, and cross-functional teams to drive profitability, efficiency, and sustainable growth while ensuring strong financial controls and regulator awareness.
Financial Manager - Operational Finance (TRAVEL REQUIRED) Turner ConstructionFinancial Manager - Operational Finance (TRAVEL REQUIRED)Seattle, WAFull timeWhile performing the duties of this job, the employee is frequently required to sit, climb, balance, stoop, kneel, crouch, crawl, use hands to finger, handle or feel objects, tools, or controls, and reach with hands, talk, and hear. Lead Finance and other related team members, provide timely performance feedback and contribute to performance appraisals during annual performance cycle utilizing talent management systems.*
Finance Manager- Long Range Planning T-Mobile USA, IncFinance Manager- Long Range PlanningBellevue, WAFull timeThis role plays a central role in complex, high-impact initiatives, partnering across FP&A, Accounting, Deutsche Telekom, and other teams to translate business drivers into meaningful financial outcomes. As a Finance Manager on the Long-Range Planning (LRP) team, you will play a critical role in shaping T-Mobile's financial strategy by supporting enterprise-wide financial targets under both US GAAP and IFRS.
Sr Finance Manager- AI & Finance Transformation T-Mobile USA, IncSr Finance Manager- AI & Finance TransformationBellevue, WAFull timeBachelor's degree in Finance, Accounting, Economics, Computer Science, Data Science, Information Systems, Engineering, or related fieldEquivalent combination of education, technical training, and relevant experience may be considered. You will lead the design and deployment of agentic AI models and automation frameworks that transform how Technology FP&A (Network and IT) plans, forecasts, and analyzes spend.
Finance Manager- Marketing T-Mobile USA, IncFinance Manager- MarketingBellevue, WAFull timeThis role sits at the intersection of creativity and financial discipline, connecting campaign-level production tracking with GL-level vendor spend to deliver reporting, insights, and forecasting that leaders can use to make decisions. They will be a key advisor to Marketing leadership and a strategic partner to T-Studio, ensuring spend visibility, operational clarity, and accountable decision-making.
Senior D365 F&O Finance Consultant UST Global IncSenior D365 F&O Finance ConsultantSeattle, WA$88,000–$129,000 / yearFull timeUST is searching for a Senior D365 F&O Finance Consultant who will conduct finance process workshops to gather requirements, perform fit-gap analysis, and design solutions for GL setup, multi-currency, intercompany transactions, and consolidations compliant with US and Indian statutory rules. Configure and test core Finance modules: General Ledger, Accounts Payable/Receivable, Fixed Assets, Budget Control, Cash & Bank Management, and Project Accounting, optimizing for automation and audit trails.
Finance Lead, Document Cloud Adobe Inc.Finance Lead, Document CloudSeattle, WAFull timeWe are seeking a rockstar to join our Acrobat Finance team provide critical financial, strategic, and operational support for the Document Cloud organization, the award-winning market leader driving towards a digitized future - where every knowledge worker, business, and institution uses Acrobat to view, edit, collaborate, and transact. Adobe's industry-leading offerings including Adobe Acrobat Studio, Adobe Express, Adobe Firefly, Creative Cloud, Adobe Experience Platform, Adobe Experience Manager, and GenStudio enable people and businesses to turn ideas into impact, powered by AI and driven by human ingenuity.
District Installation Manager I Securitas Electronic Security, Inc.District Installation Manager ISeattle, WAFull timeThe District Installation Manager (DIM) will be responsible for managing all installation projects for their district to ensure that projects are completed on time, within budget in line with the margin expectations for the job with a focus on customer satisfaction. Securitas Technology Corporation, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect and optimize businesses of all types and sizes.
Tax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WA CliftonLarsonAllen LLPTax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WAClyde Hill, WA$114,800–$174,000 / yearFull timeDevelop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services, including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns, and collaborating with CLA's wealth advisory practice and other client-serving professionals. Be part of a firm that leads with tax services, invests significant resources in nation-wide tax initiatives, and focuses on knowing and creating opportunities for our people, our clients, and our community.
District General Manager I Securitas Electronic Security, Inc.District General Manager ISeattle, WAFull timeThis individual will drive culture change within local teams with a strong focus on connecting the field and sales teams as one team, as well as ensuring there is a strong focus on national account and local customer service, organic growth and delivering all P&L performance goals within their branches. The DGM works in coordination with the District Service Manager (DSM) and Regional Sales Manager (RSM) to ensure the delivery on all projects and driving service within the district.
Content Acquisition Mgr III - AMZ10119604 AMAZON.COM SERVICES LLCContent Acquisition Mgr III - AMZ10119604Seattle, WA$145,400–$196,700 / yearFull timeEmployer will accept a Bachelor’s degree or foreign equivalent degree in Accounting, Finance, Business Administration, Management, Operations or a related field and five years of progressive post-baccalaureate experience in the job offered, as a digital content manager, product manager, or a related occupation. Master’s degree or foreign equivalent degree in Accounting, Finance, Business Administration, Management, Operations or a related field and one year of experience in the job offered, as a digital content manager, product manager, or a related occupation.
Manager III, Risk - AMZ9442535 AMAZON.COM SERVICES LLCManager III, Risk - AMZ9442535Seattle, WA$133,300–$180,300 / yearFull timeBachelor’s degree or foreign equivalent degree in Business Administration, Finance, Engineering, or a related field and one year of experience in the job offered or as a Program or Project Manager, or a related occupation. Must have one year of experience in the following skill(s): managing projects from design to implementation to meet regulatory requirements; and analyzing data utilizing Excel, Tableau, or SQL.
Senior Manager, M&A Integration JLLSenior Manager, M&A IntegrationSeattle, WAFull timeWhat your day-to-day will look like: Translate pre-close diligence findings into comprehensive integration roadmaps, defining clear milestones, ownership assignments, and execution timelines spanning from Day 1 through 12-24 months post-close while maintaining alignment with deal objectives and value creation targets. Lead cross-functional integration workstreams across operations, finance, HR, technology, and commercial teams, establishing clear accountability frameworks, facilitating decision-making forums, and driving execution velocity through structured project management and stakeholder coordination.
Sr Manager, Fiber Market Development & JV Partnerships T-Mobile USA, IncSr Manager, Fiber Market Development & JV PartnershipsBellevue, WAFull timeManager, Fiber Market Development & JV Partnerships you will lead a small, high-impact team responsible for the end-to-end lifecycle of T-Mobile's fiber market pipeline - from partner origination and data-driven market evaluation to contract negotiation, operational readiness, and commercial launch. T-Mobile's broadband business is scaling rapidly across both Fixed Wireless Access and Fiber, and the Fiber portfolio is increasingly defined by the quality of the partnerships we form, the markets we choose to enter, and the rigor of the processes we use to evaluate, approve, and operationalize new fiber builds.
Product Manager Volt Management Corp.Product ManagerSeattle, WAFull timeSupport emerging enterprise procurement initiatives by identifying system and process impacts, contributing to the roadmap, and facilitating discovery and solutioning sessions with cross-functional partners. *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Product Manager Lamb WestonProduct ManagerSeattle, WAFull timeSupport emerging enterprise procurement initiatives by identifying system and process impacts, contributing to the roadmap, and facilitating discovery and solutioning sessions with cross-functional partners. *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Studio Operations Manager (Contract) Sony Computer Entertainment America LLCStudio Operations Manager (Contract)Bellevue, WAFull timeAs aStudio Operations Manager(Contract) on teamLFG, you will be a project manager for initiatives in support of the Studio Operations Team and be responsible for supporting daily operations related to studio culture. At SIE, working with our partners, we consider several factors when setting each role's base pay range, including the competitive benchmarking data for the market and geographic location.
Senior Manager, Recruiting Operations OKTASenior Manager, Recruiting OperationsBellevue, WAFull timeNotice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In this role, you will partner closely with Talent Acquisition, People, Finance, and cross-functional stakeholders to improve hiring efficiency, elevate decision-making, and enhance the experience for candidates, interviewers, and hiring managers.
Strategic Event Marketing Manager OKTAStrategic Event Marketing ManagerBellevue, WAFull timeOkta is seeking an ambitious, action-oriented events professional to manage end-to-end execution of high-impact internal and external events-from our annual Sales Kick-off and internal Leadership Summit to specialized customer engagements and executive programs. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process.
Category Manager, Indirect Spend OKTACategory Manager, Indirect SpendBellevue, WAFull timeNotice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. Contract Negotiation: Lead commercial term negotiations for project-level agreements (Statements of Work, Order Forms) and partner with Legal on Master Service Agreements (MSAs) or various Exhibits, ensuring favorable terms and compliance.
Category Sourcing Manager, Marketing OKTACategory Sourcing Manager, MarketingBellevue, WAFull timeNotice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. Lead commercial term negotiations for project-level agreements (Statements of Work, Order Forms) and partner with Legal on Master Service Agreements (MSAs), ensuring favorable terms and compliance.
WMAS Relationship Manager III/IV WASHINGTON TRUST BANKWMAS Relationship Manager III/IVSeattle, WAFull timeResponsible for understanding all banking and financial needs of relationship clients including all products and services offered by the Bank (Commercial, Investments, International Banking, Private Banking, Real Estate, Cash Management, etc). As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services.
Business Manager, Technology Clear Channel Outdoor, LLCBusiness Manager, TechnologySeattle, WAFull timeThis individual ensures the Technology function operates with business discipline - aligning financials, headcount, and execution to strategic priorities while enabling leaders to focus on delivering measurable value to the company. This is a visible role requiring strong business acumen, executive communication capability, financial discipline, and the ability to work cross-functionally.
Project Manager Non Tech 3 Bucher & Christian Consulting, Inc. dba BCforward (BCF)Project Manager Non Tech 3Redmond, WARemoteFull timeProvide launch operational process support when vendor capacity is limited or unavailable, including Control Tower card updates, Change Requests, pre-production ICM creation and updates, Change Summary validations, and exception handling. The ideal candidate will have strong experience in data analysis, cross-functional stakeholder management, and launch operations and a proven ability to drive compliant product and service launches, align stakeholders, and maintain accurate project tracking.
Regional Maintenance Manager JLLRegional Maintenance ManagerSeattle, WAFull timechild care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. Regional Maintenance Manager leads a team of mid-level managers in delivering Material Handling, Industrial Automation and Robotics services in a 24x7 logistics environment across 6 -14 sites in North America.
Group Manager JLLGroup ManagerWedgwood, WAFull timeFurthermore, the Group Manager serves as a distinguished representative of Jones Lang LaSalle Americas, Inc. within the local and regional business and real estate communities, actively promoting the organization's reputation and capabilities to prospective tenants and clients. The Group Manager is accountable for collaborating closely with JLL Property Management leadership and clients to establish a comprehensive understanding of investment objectives and to develop strategic portfolio plans, including operating and capital budgets that align with client expectations.