UNKNOWN

FEED

Develop new opportunities from a variety of personal lines referral networks (wealth advisors, banks/financial institutions, law firms, accountants, and other referral networks). In your career at Marsh Agency, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals.

Marsh McLennan

Sales Executive - Personal Insurance

sourcestack_via_bold

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Morgan Stanley

Client Service Associate - Bilingual English/Mandarin

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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Team Administrator

Part-Time Team Administrator

Proactively builds and stewards relationship with professional advisors, including financial planers, accountants, estate attorneys and wealth manager who serve high-net-worth individuals, positioning PeaceHealth as a trusted philanthropy partner. This role is critical to building a sustainable pipeline of future revenue, strengthening donor relationships, and positioning philanthropy as a strategic lever in advancing PeaceHealth's long-term growth strategies.

YEAR

PeaceHealth

Prog Dir Complex & Legacy Giving

IRecruitee

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. Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity).

Analyst, Performance Attribution - Parametric

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. This work includes helping to maintain and enhance Parametric's proprietary investment strategies, monitoring risk and performance, contributing to new product development, and conducting research and analysis that can be turned into external content and used to educate and inform clients.

Associate Investment Engineer - Parametric

linkup_via_bold

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. The Associate Portfolio Manager plays a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking client-specific benchmarks and market indexes.

Associate Portfolio Manager - Parametric

Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.

Operations Analyst - Parametric

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. The Lead Platform Engineer will partner with cloud-native application development teams with direct business alignment - empowering them to deliver quality software at high velocity, rapidly receive actionable feedback, and cultivating an environment of continuous experimentation.

Lead Platform Engineer - Parametric

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. Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline.

Lead Solution Manager - Parametric

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. This expertise distinguishes the Portfolio Manager from the Associate Portfolio Manager and includes: A thorough understanding of equity multiple factor modeling, including: a) The relationship between asset covariance, CAPM, and multiple factor modeling in estimating portfolio risk.

Portfolio Manager - Parametric

You will be responsible for overseeing and coordinating multiple projects within the program, ensuring they align with the overall strategic objectives by developing implementation plans, tracking progress and risks, clearing roadblocks, and collaborating with cross-functional teams to achieve desired business outcomes; essentially acting as a bridge between strategic planning and project execution. 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.

Principal Program Manager - Parametric

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. The Senior Platform Engineer will partner with cloud-native application development teams with direct business alignment - empowering them to deliver quality software at high velocity, rapidly receive actionable feedback, and cultivating an environment of continuous experimentation.

Senior Platform Engineer - Parametric

ea_via_bold

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. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

Senior Research Software Engineer - Parametric

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. They will partner with investment operations leadership to measure, monitor, and improve the performance of daily processes by using data, trends, and metrics to escalate risk early and ensure controls are effective, quantifiable, scalable, and aligned with business objectives.

Operations Vice President (Operational Intelligence) - Parametric

Investment Consultant

The Business Associate will evaluate the credit worthiness of business banking borrowers by producing a comprehensive and objective credit analysis through the review, spreading and trend comparison of financial reports and data in order to assist the Business Advisor in making an informed credit decision. The Business Associate will take the lead in managing operational issues of the loan portfolios by pulling various monitoring reports and communicating with clients regarding upcoming renewals and gathering the financial data necessary to complete the renewals.

Baker Boyer Bank

Business Associate

Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more.

Wealth Advisor Jobs in Washington

Sales Executive - Personal Insurance Marsh McLennan

Client Service Associate - Bilingual English/Mandarin Morgan Stanley

Team Administrator Morgan Stanley

Part-Time Team Administrator Morgan Stanley

Prog Dir Complex & Legacy Giving PeaceHealth

Analyst, Performance Attribution - Parametric Morgan Stanley

Associate Investment Engineer - Parametric Morgan Stanley

Associate Portfolio Manager - Parametric Morgan Stanley

Operations Analyst - Parametric Morgan Stanley

Lead Platform Engineer - Parametric Morgan Stanley

Lead Solution Manager - Parametric Morgan Stanley

Portfolio Manager - Parametric Morgan Stanley

Principal Program Manager - Parametric Morgan Stanley

Senior Platform Engineer - Parametric Morgan Stanley

Senior Research Software Engineer - Parametric Morgan Stanley

Operations Vice President (Operational Intelligence) - Parametric Morgan Stanley

Investment Consultant Morgan Stanley

Business Associate Baker Boyer Bank

Software Engineer - Devops Platform Wealthfront

Senior Software Engineer, Network Wealthfront

Similar Job Searches

Stand out to leading employers.