NewAssociate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorBellevue, WashingtonBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Marketing & Events Manager Parcion Private WealthMarketing & Events ManagerBellevue, WA$90,000–$110,000We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role blends creative work with hands on execution, one day coordinating our flagship client event, the next producing social content, launching an email campaign or partnering with advisors on a new marketing push.
NewPrivate Client Account Manager Hub InternationalPrivate Client Account ManagerBothell, WAThe expected salary range for this position is $80,000 - $95,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. THE OPPORTUNITY: The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services.
Private Client Account Manager Hub International InsurancePrivate Client Account ManagerBothell, WashingtonThe expected salary range for this position is $80,000 - $95,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services.
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.
Relationship Manager Development Program - Global Commercial Bank - Transformative Technology Bank of AmericaRelationship Manager Development Program - Global Commercial Bank - Transformative TechnologySeattle, WashingtonCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework. GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.
Customer Success Manager, Financial Services AnthropicCustomer Success Manager, Financial ServicesSeattle, WAAs 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.
Healthcare Business Banking Relationship Manager US BankHealthcare Business Banking Relationship ManagerSeattle, WA$141,210–$172,590 / yearOwn and grow a portfolio of Healthcare and Practice Finance relationships, serving as the trusted advisor for clients with revenues between $5MM and $50MM, including physician groups, ambulatory surgery centers (ASCs), dental service organizations (DSO), specialty practices, and other healthcare businesses. Healthcare Business Banking RM 4. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape.
Agentic Customer Success Manager, Senior Manager Salesforce.com, Inc.Agentic Customer Success Manager, Senior ManagerSeattle, WA$123,100–$227,000 / yearYou help keep the "AI Flywheel" spinning by collaborating with a cross-functional ecosystem of internal Salesforce teams and consulting partners, leveraging agent telemetry to drive data-informed improvements, and identifying the next high-impact opportunities for your customers. 6+ years of work experience, with 3+ years in Customer Success, Professional Services, or Management Consulting, focused on adoption and change management for enterprise SaaS - preferably in Supply Chain/Manufacturing or Financial Services.
Portfolio Manager, Traditional Investments Freestone Capital ManagementPortfolio Manager, Traditional InvestmentsSeattle, Washington$115,000–$200,000 / 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. Success in this role will be directly related to the hire's ability to distill and communicate our unique investment process in the public markets while building relationships with our client advisors, operations, and legal/compliance teams.
Marketing & Events Manager PARCION PRIVATE WEALTH.Marketing & Events ManagerBellevue, WAWe serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role blends creative work with hands on execution, one day coordinating our flagship client event, the next producing social content, launching an email campaign or partnering with advisors on a new marketing push.
Wmas Relationship Manager Ii-Iii The Washington Trust BankWmas Relationship Manager Ii-IiiSpokane, WA$81,260–$121,890 / yearResponsible 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.
WMAS Relationship Manager III/IV Washington Trust BankWMAS Relationship Manager III/IVSeattle, WA$138,567–$207,851 / yearPart timeResponsible 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.
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).
Financial Services Tax - Real Estate Senior Manager PwCFinancial Services Tax - Real Estate Senior ManagerSeattle, WA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
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.
Japanese Business Network - Private Tax Manager PwCJapanese Business Network - Private Tax ManagerSeattle, WA$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Korean Business Network - Private Tax Manager PwCKorean Business Network - Private Tax ManagerSeattle, WA$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Private Partnership Solutions (Pps) - Tax Manager PwCPrivate Partnership Solutions (Pps) - Tax ManagerSeattle, WA$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerSeattle, WA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.