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As an Enterprise Customer Success Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

YEAR

Anthropic

Customer Success Manager, Financial Services

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Working at the intersection of engineering, data science, product, cybersecurity, and business operations, the team develops and executes innovative testing and validation strategies that help deliver trusted experiences for clients and internal stakeholders alike. Experience with automated testing frameworks, API testing, model evaluation, prompt testing, hallucination testing, data quality validation, AI governance controls, and regulatory, security, privacy, or responsible AI requirements.

Envestnet Inc

Lead AI Quality Assurance Engineer

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Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

Range

Tax Planner

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FULL_TIME

Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.

HOUR

First Technology Federal Credit Union

Client Services Associate II

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As an AI Outcome Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

AI Outcomes Manager, Financial Services

We deliver an exceptional Range experience to members by quickly solving problems, eliminating bugs, leveraging AI tools to elevate quality, and turning member feedback into impactful product improvements. You'll troubleshoot technical issues, collaborate with cross-functional teams, and deliver member satisfaction in a fast-paced startup environment.

Range Finance, Inc.

Support Analyst

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align with clients' goals and regulatory requirements, and manage ongoing tax compliance work for members.

Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments. Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).

Senior Tax Planner

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. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.

KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

As an Enterprise Customer Success Manager for FSI, you''ll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.

Anthropic PBC

Develop new opportunities from a variety of personal lines referral networks (wealth advisors, banks/financial institutions, law firms, accountants, and other referral networks). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh & McLennan Companies Inc

Sales Executive - Personal Insurance

Sales Exeuctive - Personal Insurance

Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.

Armanino McKenna Certified Public Accountants & Consultants

Director, Family Office

OTHER

Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track.

Matter Family Office

Associate - Client Service

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About the Lending Compliance Officer role: This important role operates independently, and as part of the Compliance Committee to facilitate high quality and value-added tasks and projects to ensure regulatory compliance issues are managed and addressed; adherence to state and federal regulations; and cost-effective management of the bank's liability and risk exposure. 10 days* of Vacation time - The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

Baker Boyer Bank

Lending Compliance Officer

Provide overall leadership for capital management and help develop financial policies relating to capital structure, working capital, treasury operations, and risk management. Summary/Function: The Vice President, Treasurer will provide stewardship of the Company's financial assets and lead an integrated enterprise approach to cash, liquidity, capital, funding, investments, collateral, and treasury risk.

D.A. Davidson & Co.

Vice President, Treasurer

Responsible 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.

The Washington Trust Bank

Wmas Relationship Manager Ii-Iii

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Internships are available in our Pasadena, Orange County, West LA, San Francisco, San Diego, California offices along with Seattle, WA and Reno, NV offices.

Whittier Trust

Internship 2027

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. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

Wealth Advisor Jobs in Washington

Customer Success Manager, Financial Services Anthropic

Lead AI Quality Assurance Engineer Envestnet Inc

Tax Planner Range

Client Services Associate II First Technology Federal Credit Union

AI Outcomes Manager, Financial Services Anthropic

Support Analyst Range Finance, Inc.

Tax Planner Range Finance, Inc.

Senior Tax Planner Range Finance, Inc.

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA KeyCorp

Customer Success Manager, Financial Services Anthropic PBC

Sales Executive - Personal Insurance Marsh & McLennan Companies Inc

Sales Exeuctive - Personal Insurance Marsh & McLennan Companies Inc

Director, Family Office Armanino McKenna Certified Public Accountants & Consultants

Associate - Client Service Matter Family Office

Lending Compliance Officer Baker Boyer Bank

Vice President, Treasurer D.A. Davidson & Co.

Wmas Relationship Manager Ii-Iii The Washington Trust Bank

Salesforce Delivery Lead - Financial Services Accenture Plc

Internship 2027 Whittier Trust

Key Private Bank Senior Relationship Manager Keybank National Association

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