Private Client Advisor Keybank National AssociationPrivate Client AdvisorNewcastle, WACoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, Washington$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Client Advisor Freestone Capital Management LLCClient AdvisorSeattle, WA$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Sr Portfolio Manager - Private Asset Management TIAASr Portfolio Manager - Private Asset ManagementBellevue, WashingtonIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management.
Tax Manager, Private Client AprioTax Manager, Private ClientBellevue, WAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses.
Account Executive RangeAccount ExecutiveBellevue, WashingtonAs a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve. Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range.
Sr Portfolio Manager - Private Asset Management Teachers Insurance and Annuity Association of America (TIAA)Sr Portfolio Manager - Private Asset ManagementBellevue, WA$160,000–$200,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management.
VP, Assistant Branch Manager Tacoma, WA The Charles Schwab CorpVP, Assistant Branch Manager Tacoma, WATacoma, WAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you''ll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Tax Manager Coldstream Wealth ManagementTax ManagerSeattle, WAReview and prepare tax returns and provide guidance and technical advice on complex tax issues to high-net-worth individuals, families, and their businesses to help maximize tax efficiency. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningWARemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Commissioning Agent WSP Global IncCommissioning AgentSeattle, WA$90,800–$125,000 / yearScopes of work to include a variety of building components including mechanical, plumbing, electrical distribution, lighting and specialty systems including fire alarm, security, and other enhanced building technology/control systems including nurse call, renewable energy systems, etc. The successful candidate will be responsible for the execution of building commissioning processes (new/re/retro/continuous), energy auditing and building retrofit applications, support for sustainability certification applications, and measurement and verification techniques.
Local Business Leader - Property & Buildings WSP Global IncLocal Business Leader - Property & BuildingsSeattle, WARemote$184,100–$283,600 / yearCollaborate with regional leaders and other key team members to strategically drive the business, assess and suggest improvements for project performance, oversee overhead expenditures, and focus on Key Performance Indicators (KPIs): Sales, Funding, EBITDA, Staff Hiring and Retention, DSO, Utilization, Backlog, Inclusion & Diversity, and Guiding Principles. Work with the Regional Business Line Leader to attract the best industry talent by fostering a collaborative work environment, embodying our key values of inclusion and diversity, and inviting broad, creative thinking - crafting a more attractive place to work, grow, and thrive.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Principal Program Manager HDR, Inc.Principal Program ManagerSeattle, WAStand up and optimize core functions including program governance, planning/design management, permitting, environmental planning/compliance, QA/QC, cost control/estimating, scheduling, document management, procurement, project management, risk management, construction management, commissioning/asset onboarding, communications, change management, equity, sustainability and resiliency, strategic planning, financial support, regulatory support, real estate, organizational strengthening, and capital planning. Program management experience consistent with the following requirements: A minimum of ten (10) years of program management experience, with at least four (4) years as a Senior Program Manager, and Experience leading as a Senior Program Manager or serving in a similar role on delivery of three or more programs, each with a capital value of $500 million or more, and.