Registered Client Service Associate (Seattle, WA) Oppenheimer Holdings IncRegistered Client Service Associate (Seattle, WA)Seattle, WA$60,000–$70,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Business Banking Relationship Manager Keybank National AssociationBusiness Banking Relationship ManagerSeattle, WA$80,000–$150,000 / yearLeads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations.
Associate Market Manager Morgan StanleyAssociate Market ManagerSeattle, WashingtonOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership.
Paraplanner Ameriprise FinancialParaplannerBellevue, WashingtonRemote$78,000–$95,000 / yearAllegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition. We are seeking an experienced Paraplanner to join the team in a highly flexible, “utility player” role supporting advisors across planning, trading, client service, and meeting preparation functions.
Senior Branch Operations Manager (Pacific Northwest) Oppenheimer & Co. Inc.Senior Branch Operations Manager (Pacific Northwest)Seattle, WA$100,000–$120,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
J.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WABellevue, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Technology Solutions Consultant Robert W Baird & Co IncTechnology Solutions ConsultantSeattle, WAAbout the Role: Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird's Western Region. In this role, you'll work directly with advisors, support staff, and branch leadership to help teams leverage Baird's technology effectively.
NewTrust Strategist BairdTrust StrategistSeattle, WashingtonYou will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community. As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates.
Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL) Equitable Financial Life Insurance CompanyRegional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL)WARemote418383'',''true'',''418383'',''false'',''Submission for the position: Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL) - (Job Number: 260000B7)'',''false'',''418383'',''false'',''true'',''Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL)'',''260000B7'',''UNITED STATES-OR'',''UNITED STATES-OR'',''UNITED STATES-Remote, UNITED STATES-WA'',''UNITED STATES-Remote, UNITED STATES-WA'',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
New Accounts Representative Heritage Financial CorpNew Accounts RepresentativeShoreline, WA$23.84–$28.61 / hourThe Shoreline Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Principal, Capital Controls & Planning Lead Ares OperationsPrincipal, Capital Controls & Planning LeadBellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. In this role, you will act as a business partner to the key stakeholders in the Ares Digital Infrastructure business including Regional Leadership, Development teams (spanning Design, Development, Delivery and Project Controls), Investments, Portfolio Management & Growth (“PMG”) and Fund Accounting.
Senior Associate, Energy Infrastructure, NA Ares OperationsSenior Associate, Energy Infrastructure, NABellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
NewClient Service Associate Financial EnginesClient Service AssociateBellevue, WA$50,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Branch Support Manager Wells FargoBranch Support ManagerTACOMA, WA$85,000–$145,000 / yearIn this role, you will:** + Supervise a team of Client Associates in transactional tasks and processes to ensure timely completion, quality, and compliance + Identify opportunities for process improvement and risk control development in less complex functional areas + Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations + Leverage interpretation of policies, procedures, and compliance requirements + Collaborate with the Market Support Manager, peers, colleagues, and mid-level managers as well as interact directly with external customers + Manage allocation of people and financial resources for Brokerage Support + Mentor and guide talent development of direct reports and assist in hiring talent + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology + Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects + Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets + Support firm goals to drive adoption around key Client Relationship Group (CRG) ease of doing business initiatives across the market + Ensure Client Associates are trained in key CRG ease of doing business initiatives + Visit branches across the Market to oversee operational/support practices and coach on operational risk ? **Required Qualifications:** + 4+ years of Securities industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ years of leadership experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience including managing, coaching and training + Knowledge and understanding of Brokerage Industry, products, and operational procedures + Knowledge and understanding of Wells Fargo Advisors branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills + Effective organizational, multi-tasking, and prioritizing skills + Excellent verbal, written, and interpersonal communication skills **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
Life Insurance Agent / TransGlobal Holdings Co.Life Insurance Agent /Bellevue, WashingtonRemoteIn this role, you will have the opportunity to provide comprehensive financial planning solutions—including Real Estate, Lending, Insurance, Investment, and Tax Services—to support and empower the local community. TransGlobal is seeking a driven and client-focused professional to join our dynamic financial services team.
Finance Professionals - AI Training - Seattle, US Prolific Academic LtdFinance Professionals - AI Training - Seattle, USSeattle, WAWe've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateLynnwood, WA$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
General Accountant Southeast Alaska Regional Health ConsortiumGeneral AccountantRenton, WA$27.81–$38.62 / hourExternally, develops strong, values-based relationships with external auditors, reimbursement consultants, bank representatives, investment advisors, actuaries, other financial advisors, vendors, community affiliations, tribal organizations, consultants, and other resource and health care providers. Works with key organizational stakeholders to continuously improve the end user experience with accounting processes, which may include grants and fixed assets.
Director of Finance SafranDirector of FinanceRedmond, WA$130,000–$180,000 / yearCandidate skills & requirements** Required Competencies: Education / Experience: - MBA, CPA, or equivalent - 5-10+ years of experience in finance - Strong, proven record of successful team leadership - Aerospace, defense, or advanced manufacturing experience - Multinational and matrixed organization leadership Skills and Leadership Attributes: - Strategic financial leadership - Enterprise-level P&L management - French speaker is a plus - Strong autonomy - People leadership and succession development **Annual salary** $130K - $180K **Job location** **Job location** North America, United States, Washington **City (-ies)** 18225 NE 76th St WA - 98052 Redmond **Applicant criteria** **Minimum education level achieved** Bachelor's Degree **Minimum experience level required** More than 8 years **ITAR Controlled Position: Select "Yes" if role requires U.S. citizenship/permanent residency** Yes **Reference number** 2026-176269 **Job details** **Domain** Performance and Support **Job field / Job profile** Finance and management - Finance and administration management **Job title** Director of Finance **Employment type** Permanent **Professional category** Professional, Engineer & Manager **Part time / Full time** Full-time **Job description** Summary of Job Purpose: The Finance Director acts as the primary financial advisor to the site General Manager, overseeing IDD performance management and driving long-term value creation.
Business Service Officer Morgan StanleyBusiness Service OfficerBellevue, WA$120,000–$165,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.
Vice President, Portfolio Management (Agribusiness) KeyCorpVice President, Portfolio Management (Agribusiness)Seattle, WARemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Finance Manager, Cross Border Amazon.com IncFinance Manager, Cross BorderSeattle, WAThis role sits at the intersection of strategic finance partnership and artificial intelligence - you will serve as the trusted financial advisor while simultaneously championing an AI-first approach to transform how finance enables and accelerates decisions at global scale. Serve as the primary finance partner to Cross Border Programs (SX, DEX, Ads) leaders - providing strategic financial counsel on investment decisions, cost optimization, seller economics, and program scalability.
NewManaging Director WealthBridge Financial GroupManaging DirectorBellevue, WAThis leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth. WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors.
Finance Manager, AWS Marketing Finance AmazonFinance Manager, AWS Marketing FinanceSeattle, WABasic Qualifications - 5+ years of tax, finance or a related analytical field experience - 5+ years of multiple finance and accounting roles experience - 6+ years of applying key financial performance indicators (KPIs) to analyses experience - 5+ years of building financial and operational reports/data sets that inform business decision-making experience - 5+ years of creating process improvements with automation and analysis experience - 5+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience - 5+ years of dissecting financial data and identifying patterns that support business strategy experience - 5+ years of leading cross-functional initiatives that drive financial performance and strategy experience - GenAI experience. Solve cross-portfolio investment allocation methodology - build frameworks that guide how marketing dollars are distributed across channels, programs, and priorities Drive quarterly investment health checks and build the Monthly Finance Review (MFR) - translate execution, fund hygiene, risks, and IFR decisions into structured narratives Lead financial modeling for investment decisions: scenario planning, vendor consolidation, and ROI-informed budget allocation Build systems and mechanisms that reduce overhead, increase speed, and make the team smarter - leverage SQL, Python, and AI tools at scale A day in the life You'll spend time understanding what your marketing leaders are trying to achieve and bring financial perspective that sharpens their decisions.
Senior Finance Analyst, Google Workspace, GTM Finance Google LLCSenior Finance Analyst, Google Workspace, GTM FinanceKirkland, WAFoster strong alignment across regional finance, product finance, and cross-functional teams to share knowledge, refine processes, and execute joint initiatives. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Director of Finance Safran SADirector of FinanceRedmond, WA$130,000–$180,000 / yearCompany: Safran Electronics & Defense Job field: Finance and management Location: Redmond, Washington, United States Contract type: Permanent Contract duration: Full-time Required degree: Bachelors Degree Required experience: More than 8 years Professional status: Professional, Engineer & Manager Salary range: $130K - $180K ITAR: ITAR Controlled position. Safran Electronics & Defense offers its customers onboard intelligence solutions allowing them to understand the environment, reduce mental load and guarantee a trajectory, even in critical situations, in all environments: on land, at sea, in the sky or space.
Finance Manager - Manufacturing, Amazon Leo Amazon.com IncFinance Manager - Manufacturing, Amazon LeoBellevue, WAThis role owns the end-to-end financial management of the QA organization - spanning source inspections, inbound quality, manufacturing quality operations, Payload Processing Facility (PPF) quality, and equipment calibration - while simultaneously developing the analytics frameworks and reporting tools that provide financial visibility across satellite production operations. Are you ready to get in on the ground floor of Amazon's long-term initiative to design, launch and maintain a constellation of Low Earth Orbit satellites to provide low-latency, high-speed broadband connectivity to unserved communities around the world?.
Sr Wealth Strategist Northern Trust CorpSr Wealth StrategistSeattle, WA$158,010–$276,460 / yearpersonal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Principal, Capital Controls & Planning Lead Ares ManagementPrincipal, Capital Controls & Planning LeadBellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. In this role, you will act as a business partner to the key stakeholders in the Ares Digital Infrastructure business including Regional Leadership, Development teams (spanning Design, Development, Delivery and Project Controls), Investments, Portfolio Management & Growth (“PMG”) and Fund Accounting.
Senior Associate, Energy Infrastructure, NA Ares ManagementSenior Associate, Energy Infrastructure, NABellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. This role will work directly with the Global Lead, contributing to utility-scale power procurement, clean energy initiatives, market research, and internal reporting to support the reliable and cost-effective delivery of power across our global data center portfolio.
Mgr Material Control - 90001110 - Seattle National Railroad Passenger CorpMgr Material Control - 90001110 - SeattleSeattle, WA$101,900–$131,976 / hourOur values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. This position supervises, coaches and motivates the department's personnel, made up of management personnel and agreement workforce to receive, store, issue and distribute all direct and indirect materials used in the operational support of Engineering and Mechanical departments.
Senior Associate, Data Center Mechanical Engineering Ares OperationsSenior Associate, Data Center Mechanical EngineeringBellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Support development and implementation of mechanical design strategies for North America data center projects, including cooling plants, heat rejection systems, chilled water systems, condenser water systems, air distribution systems, and associated controls interfaces.
Senior Associate, Data Center Development, North America Ares OperationsSenior Associate, Data Center Development, North AmericaBellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Senior Director, North America Marketing Russell Investments Group, LLCSenior Director, North America MarketingSeattle, WA$185,000–$225,000 / yearAs a key member of the Global Marketing Leadership Team, this position serves as a strategic partner to business leaders across North America and plays a critical role in translating business objectives into measurable marketing outcomes that support asset growth, client retention, and brand differentiation. Job Description: The Senior Director, North America Marketing is a strategic marketing leader responsible for developing and executing integrated marketing strategies that drive growth, strengthen brand leadership, and deepen client engagement across North America.
Mgr Material Control - 90001110 - Seattle (Seattle, WA, US, 98134) AmtrakMgr Material Control - 90001110 - Seattle (Seattle, WA, US, 98134)Seattle, WA$101,900–$131,976 / hourOur values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. This position supervises, coaches and motivates the department’s personnel, made up of management personnel and agreement workforce to receive, store, issue and distribute all direct and indirect materials used in the operational support of Engineering and Mechanical departments.
Tax Manager, Sustainability Credits Deloitte Touche Tohmatsu LtdTax Manager, Sustainability CreditsSeattle, WA$105,375–$215,375 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesSeattle, WA$78,625–$160,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Insurance Agent - Book Opportunity - Bothell, WA COUNTRY FinancialInsurance Agent - Book Opportunity - Bothell, WABothell, WashingtonFuture value/size will depend on the strategies, tactics, and efforts of the agent, in addition to external factors including but not limited to pricing trends in the marketplace, competitive intensity, consumer preferences, client relationships, etc. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
Senior Client Relationship Associate - Seattle, WA (onsite) EP Wealth Advisors LLCSenior Client Relationship Associate - Seattle, WA (onsite)Seattle, WA$60,500–$90,000 / yearOversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients. Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements.
Senior Procurement Manager MN Custom Homes LLCSenior Procurement ManagerBellevue, WA$115,500–$214,500 / yearPartners with and builds strong relationships with team members across the organization at all levels; supports cross-functionally with problem solving and analysis for department leaders to effectively run their functions and promote the goals of the organization. This role is responsible for delivering sourcing strategies, leading complex negotiations, and partnering cross-functionally with Finance, Interior Design, Architecture, and Construction to align Procurement activities with business objectives.
Tax Senior - Credits & Incentives DeloitteTax Senior - Credits & IncentivesSeattle, WA$78,675–$160,750 / yearOne of the following accreditations obtained, in process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree in Taxation or Law, including Master of Tax, Juris Doctor, or Master of Laws + Experience with tax research tools, including CCH, Hein, Lexis, or RIA + Experience with federal or state and local credits and incentives + Experience with sustainability technologies or environmental sciences + Experience in a Big Four, public accounting, or law firm environment The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
Mortgage Loan Officer KeyCorpMortgage Loan OfficerPuyallup, WAThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Senior Branch Operations Manager (Pacific Northwest) Oppenheimer Holdings IncSenior Branch Operations Manager (Pacific Northwest)Seattle, WA$85,000–$120,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Branch Operations Manager (Pacific Northwest) Oppenheimer Holdings IncBranch Operations Manager (Pacific Northwest)Seattle, WA$85,000–$100,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Account Executive CaddiAccount ExecutiveSeattle, Washington$100,000–$140,000 / yearThis role is ideal for a strong AE who thrives in early-stage environments, wants meaningful ownership over revenue, and enjoys selling a novel AI product to non-technical buyers. Description We’re hiring an Account Executive to help us scale early customer acquisition and close new business with professional services firms (starting with law firms and financial advisors).
Senior Associate, Data Center Mechanical Engineering Ares ManagementSenior Associate, Data Center Mechanical EngineeringBellevue, WashingtonAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Support development and implementation of mechanical design strategies for North America data center projects, including cooling plants, heat rejection systems, chilled water systems, condenser water systems, air distribution systems, and associated controls interfaces.
Operations Associate - Parametric Morgan StanleyOperations Associate - ParametricSeattle, WA$70,000–$140,000 / yearOversight Management is the team responsible for verifying all client directed activity, focused on reviewing all activities before trading begins each day, providing management reporting and verifying that the external requests from Financial Advisors and Custodians are being completed fully and correctly before sending to portfolio managers. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateColumbia, WashingtonOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Mortgage Loan Officer Keybank National AssociationMortgage Loan OfficerTacoma, WAThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. General Office- Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
NewVP, Divisional Administrative Manager LPL Financial Holdings IncVP, Divisional Administrative ManagerWA$142,964–$238,342 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.