Lead Solution Manager (Platform Product Manager) - Parametric Morgan StanleyLead Solution Manager (Platform Product Manager) - ParametricSeattle, Washington$115,000–$225,000 / yearOur 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.
Customer Success Manager, Senior Manager - Core Clouds (Sales & Service) Salesforce.com, Inc.Customer Success Manager, Senior Manager - Core Clouds (Sales & Service)Seattle, WA$150,100–$227,000 / yearPreferred experience in supporting customers in the following industries: Technology, Media & Telecommunications (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale. Financial Services (FINS) - Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform.
Principal Program Manager - Parametric Morgan StanleyPrincipal Program Manager - ParametricSeattle, WA$115,000–$225,000 / yearYou 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.
Customer Success Manager - Tableau Salesforce.com, Inc.Customer Success Manager - TableauSeattle, WA$123,100–$186,300 / yearWe are looking for candidates who have experience supporting customers in one or more of the following industries: Health & Life Sciences (HLS) - Collaborates with healthcare providers, payers, life sciences, pharmaceutical, and medical device companies to support digital health initiatives, regulatory compliance, and improved patient/member outcomes through the Salesforce platform (Direct experience with Health Cloud and/or Life Sciences Cloud strongly preferred). Technology Media Telecommunication (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale (Direct experience with Media Cloud strongly preferred).
Sr. Client Portfolio Manager Washington Trust BankSr. Client Portfolio ManagerBellevue, WA$188,253–$282,471 / yearPart timeUnder the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.
NewBranch Manager Cascadia District Wells Fargo BankBranch Manager Cascadia DistrictLynnwood, WashingtonAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Relationship Manager Seattle BankSenior Relationship ManagerSeattle, WAOur experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience.
Portfolio Manager III Bank of AmericaPortfolio Manager IIISeattle, WashingtonManages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.
Business Banking Relationship Manager WaFd BankBusiness Banking Relationship ManagerMercer Island, WashingtonFull timeKEY FUNCTIONS: Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; maintains active prospecting efforts, including identification, qualification and calling; investigates and follows up on significant changes in status of existing customers; consistently balances prospecting efforts and quality customer maintenance responsibilities; meets with customers to discuss needs and outline appropriate Bank services; resolves customer concerns or problems as necessary. Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director.
Associate Portfolio Manager - Parametric Morgan StanleyAssociate Portfolio Manager - ParametricSeattle, WA$78,000–$140,000 / yearOur 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. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
SVP Portfolio Manager International Search ConsultantsSVP Portfolio ManagerSeattle, WashingtonThe ideal candidate brings over a decade of experience managing global portfolios across equities, fixed income, and alternative investments, with a proven ability to align investment strategies with complex client objectives. The PM is a key part of the Seattle office with management and mentorship of junior members of the team and opportunities to be in a client facing role working alongside Client Advisors in Seattle, as well as across the firm.
Marketing and Client Eperience Manager International Search ConsultantsMarketing and Client Eperience ManagerSeattle, WashingtonOur client, a growing multi-family office serving ultra-high-net-worth families, entrepreneurs, and business owners, is seeking a Marketing & Client Experience Manager to support the continued expansion of its brand and client experience. You'll have the opportunity to own a wide variety of initiatives—from client events and digital marketing to content creation and marketing technology—while helping shape the firm's overall marketing strategy.
Sr Private Bank Relationship Manager Columbia Banking System, Inc.Sr Private Bank Relationship ManagerSeattle, WA$129,000–$238,000 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Lead Solution Manager - Parametric Morgan StanleyLead Solution Manager - ParametricSeattle, WA$115,000–$225,000 / yearOur 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.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerSeattle, WashingtonThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Associate Relationship Manager Seattle BankAssociate Relationship ManagerSeattle, WASeattle Bank's Associate Relationship Manager (RM) position is responsible for managing and growing a portfolio of private and commercial banking clients by taking a holistic view of the borrowers' profile and delivering tailored financial solutions. The Associate RM will manage existing and new relationships - collaborating closely with our business development leaders on new opportunities, running with clients and partner referrals, and developing their own referral network.
Senior Tax Manager, CPA Wertz & AssociatesSenior Tax Manager, CPASeattle, WashingtonThe firm provides comprehensive tax planning, accounting, advisory, audit, payroll, and consulting services, working closely with business owners, high-net-worth individuals, investors, family groups, and closely held companies. Our client, a rapidly growing CPA and advisory firm with multiple offices throughout the Western United States, is seeking an experienced Senior Tax Manager, CPA to join its leadership team in Seattle, Washington .
Assurance Senior Manager bdo consultingAssurance Senior ManagerSeattle, WA$125,000–$155,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
NewMortgage Branch Manager (Bilingual in Chinese) TransGlobalMortgage Branch Manager (Bilingual in Chinese)Bellevue, WAFull timeProficiency in loan origination software Calyx Point is preferred WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. MAJOR DUTIES AND RESPONSIBILITIESBusiness Development: Identify opportunities in various markets including stated income loans, conventional loans, hard money loans, bridge loans, non-qualified mortgage, and private lending.
NewSr. Manager, Program Management Operations – Legal Affairs T-Mobile USASr. Manager, Program Management Operations – Legal AffairsBellevue, WashingtonFor in-flight projects, work with Legal leaders to develop strategic outcomes, success measurements, and end-to-end execution plans; liaise between Legal staff and technical developers to draft requirements for automation and workflow improvements; collaborate with cross functional stakeholders to drive the projects forward. As a Sr Manager, Legal Program Management, this role will lead a small team that facilitates cross-functional transformation initiatives and provides program management support for technical solutions.