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The 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.

YEAR

LPL Financial Holdings Inc

Sr Analyst - Overlay

This includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement.

AssetMark, Inc.

Client Services Team Lead

The Gold Relationship Manager is an expert in all areas of the AssetMark platform with deep financial services industry knowledge that provides both concierge and consultative support services, customized to meet the unique needs of their Gold Advisors on the AssetMark platform. Reports all "outside/in" and "inside/out" AssetMark deficits to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit.

Gold Relationship Manager

Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.

Vestwell Holdings Inc.

Senior Associate, Implementations

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

Royal Bank of Canada

Investment Associate/Registered Client Associate

AVPs in the LOB Digital / Technical Products job family are responsible for leading a digital/technology team focused on defining, managing and delivering digital / technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs. These AVPs are also responsible for translating business priorities into digital / technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital / technology, marketing and line of business product with the end goal of deploying innovative solutions.

Industry leading service that puts our memberships' needs first. We're dedicated to the financial well-being of members of the military and their families for generations to come. That's why we provide a variety of financial products and best-in-class service to help our members achieve their financial goals and plan for the future. Our history continues to drive our purpose. USAA began in 1922 with 25 Army officers who offered to insure each other's vehicles when no one else would. Today, their tiny organization has grown into a respected institution offering a full range of financial products to millions of members. We believe they'd be pleased to know that USAA remains true to their founding values of service, loyalty, honesty and integrity. In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other's vehicles, they could not have imagined that their tiny organization would one day serve over 8 million members and become one of the only fully integrated financial services companies in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.

USAA

AVP, Digital Service - Life, Health & Annuities

The Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and ensuring seamless access to company platforms. This position serves as a trusted resource for both internal teams and external partners, helping users navigate systems, troubleshoot access concerns, and maintain secure, efficient use of technology.

HOUR

EPC Eneric Petroleum

Digital Experience Consultant

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Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience creating scalable user interface components in Figma while building practical skills in UI design, accessibility, collaboration, and systems thinking.

UX Design Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience developing cloud data pipelines, integrations, and data quality frameworks that support trusted, AI-ready data, enterprise reporting, and analytics.

Data Engineering Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. Develop Salesforce solutions using Apex and Lightning Web Components and support integrations involving Snowflake, Data 360, and Cambridge-developed services.

Salesforce Developer Intern

In this role, you will help administer and support secure file-delivery workflows, troubleshoot application and integration issues, and coordinate production deployments. Cambridge Investment Research is seeking an IT Support Engineer to administer business-critical applications, managed file-transfer processes, and third-party integrations within our production environment.

Surgical Technologist Jobs in Washington

Sr Analyst - Overlay LPL Financial Holdings Inc

Client Services Team Lead AssetMark, Inc.

Gold Relationship Manager AssetMark, Inc.

Senior Associate, Implementations Vestwell Holdings Inc.

Investment Associate/Registered Client Associate Royal Bank of Canada

AVP, Digital Service - Life, Health & Annuities USAA

Digital Experience Consultant EPC Eneric Petroleum

UX Design Intern EPC Eneric Petroleum

Data Engineering Intern EPC Eneric Petroleum

Salesforce Developer Intern EPC Eneric Petroleum

IT Support Engineer EPC Eneric Petroleum

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