Client Service Associate - Shared Support Team Financial EnginesClient Service Associate - Shared Support TeamBellevue, WA$54,000–$72,000 / 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.
Pacific Northwest Regional Director, Wealth and Asset Management The Charles Schwab CorpPacific Northwest Regional Director, Wealth and Asset ManagementBellevue, WAThe following are helpful, but not required: Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.
Client Service Associate - Shared Support Team Edelman Financial EnginesClient Service Associate - Shared Support TeamBellevue, Washington$54,000–$72,000 / 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.
Client Service Associate Coldstream Wealth ManagementClient Service AssociateMercer Island, WAIf you’re looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you’ll work alongside experienced professionals, build on your existing skills and expertise, and gain a deeper understanding of the Registered Investment Advisor industry.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSeattle, WA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Vice President, Wealth Business Development (West Coast) Wilshire Advisors, LLCVice President, Wealth Business Development (West Coast)Seattle, WA$130,000–$230,000 / yearThis individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire''s presence throughout the West Coast.
Director, North America Wealth & Individual Investor Marketing Russell Investments Group, LLCDirector, North America Wealth & Individual Investor MarketingSeattle, WA$160,000–$175,000 / yearDevelop integrated, multi-channel marketing programs for wealth management and individual investor audiences, including digital, email, webinars, advertising and social media, to elevate Russell Investments' brand and deepen engagement with advisors, intermediary partners and investors. This leader will play a pivotal role in shaping and executing marketing strategies that drive engagement across the U.S. intermediary and retail channels - including RIAs, broker-dealers and bank advisors.
ETF & Model Portfolio Specialist Manulife Financial CorpETF & Model Portfolio SpecialistSeattle, WARemote$125,000–$216,700 / yearThis individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Client Service Associate InvescoClient Service AssociateSeattle, WashingtonPursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
Client Service Associate Invesco LtdClient Service AssociateSeattle, WA$80,000–$85,000 / yearPursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
Software Engineer - Devops Platform WealthfrontSoftware Engineer - Devops PlatformSeattle, WA$150,000–$189,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner 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. We operate in both physical data centers and AWS environments, and leverage open source technologies such as containers, MariaDB, NGINX, Jenkins, and Chef, as well as build tools and services using Go and Java to deliver automated infrastructure to our engineers and ultimately serve our clients.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Reporting Analyst Waverly AdvisorsReporting AnalystSeattle, Washington$65,000–$80,000 / yearResearch relevant industry trends, regulatory and legislative developments, and other applicable topics to inform client service and prepare for upcoming quarterly reporting cycles. Gather updated performance and balance information and prepare ad-hoc analyses to support client meetings, including fee reviews, plan design analyses, and participant reviews.
VP, Senior Regional Director - Intermediary Voya Financial IncVP, Senior Regional Director - IntermediarySeattle, WAStrong organizational skills, technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments, extensive capital markets knowledge, a keen understanding of the competitive landscape, and a demonstrated ability to quickly grasp new concepts. Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
Client Service Associate PhaxisClient Service AssociateSeattle, WASuccessful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients.
Software Engineer, Frontend Wealthfront CorpSoftware Engineer, FrontendSeattle, WA$150,000–$189,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner 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. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
NewDirector of Product Management, Growth Wealthfront CorpDirector of Product Management, GrowthSeattle, WA$238,000–$270,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner 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. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Co-Founder & CEO - AI Wealthtech FutureSightCo-Founder & CEO - AI WealthtechSeattle, WAYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Director of Transitions D.A. DavidsonDirector of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
Director Of Transitions D.A. DavidsonDirector Of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.