3,125 Results for

Financial Accountant Jobs in Portland, OR

Jobs

Project Manager Lead-Salesforce Programs Stifel

New York, New York

Full time

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What We're Looking For: Lead large, complex program initiatives and multiple concurrent projects from initiation through delivery, ensuring timely, high-quality outcomes and continuous value delivery.

30+ days ago

Senior Relationship Manager - LATAM Deutsche Bank AG

New York, NY

$220,000–$415,000 / year

Your primary focus is on growth - increasing "wallet share" through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to "close the deal"; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.

30+ days ago

Relationship Manager InvestCloud Inc

$175,000–$185,000 / year

By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients.

30+ days ago

HR Data & Analytics Manager Investcloud

Warren Twp, NJ

$155,000–$175,000 / year

By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers.

22 days ago

Engineering Manager, Client Delivery Canoe Intelligence

New York, New York

$160,000–$180,000 / year

By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. This is a contributing manager role: you'll combine day-to-day people leadership with hands-on IC work, staying close enough to the code and the delivery pipelines to unblock your team and make sound technical calls, not just manage from a distance.

30+ days ago

Relationship Manager, Enterprise Canoe Intelligence

New York, New York

$125,000–$155,000 / year

By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process.

30+ days ago

Director - Global Technology Developer (Corporate Group) Evercore Inc

New York, NY

$200,000–$210,000 / year

We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.

30+ days ago

VP, Wealth Advisor Services & Operations NFP Corp

New York, New York

$117,000–$200,000 / year
Full time

This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency. Product/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery.

30+ days ago

Experienced Vice President of Hospitality Evercore Inc

New York, NY

$170,000–$180,000 / year

30+ days ago

Administrative & Office Assistant Vise

New York City, NY

$70,000–$90,000 / year

Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients.

30+ days ago

Technician, Field Service III Barry-Wehmiller Companies Inc

$32–$36 / hour

Demonstrate excellent technical capabilities including PLC / HMI programming and troubleshooting, analyzing schematics and drawings, and leverage your knowledge of industrial automation and production operation to deliver committed product performance to improve our customer's positive outcomes and experience with Alliance products. By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world.

30+ days ago

Summer 2027 Data Product Manager Internship Tradeweb Markets Inc

New York, NY

$22–$25 / hour

Tradeweb plays a central role in modernizing market structure by developing innovative trading protocols, embedding analytics into execution, and building technology infrastructure that supports the convergence of traditional and digitally native financial markets. You will work alongside Product Managers and collaborate with Quantitative Research, Technology, Sales, and other teams to support Tradeweb''s benchmark pricing, AI pricing, data feeds, and analytics solutions.

12 days ago

SVP, Engineering Lead - IB Technology Jefferies Llc

New York, NY

$175,000–$275,000 / year

The IB Tech & CRM/Analytics team is at the forefront of Jefferies’ cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities. Hands on experience designing, developing, and delivering Java-based APIs (GraphQL/OpenAPI/gRPC) and Microservices using Spring Boot and AWS products (ECR/EKS/EC2/Beanstalk).

30+ days ago

Product Manager WealthPlus

New York, New York

$145,000–$160,000 / year

The Product Manager will partner closely with Technology, Operations, Compliance, Sales, and Client Success teams to ensure WealthPlus delivers intuitive, reliable, and compliant experiences across all accountholders, service providers and strategic partners. 5+ years of experience in product management, product ownership, business analysis, platform strategy, or technology delivery within fintech, financial services, wealth management, retirement, health benefits, workplace benefits, benefits administration, recordkeeping, or enterprise SaaS.

17 days ago

Administrative & Office Assistant Vise Inc

New York City, NY

$70,000–$90,000 / year

Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor''s behalf; Vise charges an AUM fee for its services. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients.

30+ days ago

Strategic Relationship (Platform) Analytics Manager Lord Abbett.com

Jersey City, New Jersey

$145,000–$160,000 / year

We’ll trust you to: Deliver High-Quality Analytics: Ensure the timely and accurate delivery of analytics to support relationship managers, strategic RIA firms, firm client services managers and other internal stakeholders. Advance Datapack Strategy and Roadmap: Contribute to the development and execution of the client master and analytics roadmap, promoting the strategic use of datapacks to identify and implement growth opportunities for Lord Abbett sales and marketing teams.

7 days ago

Institutional Marketing Lead Cerity Partners LLC

New York City, NY

$180,000–$220,000 / year

Proven excellence in complex stakeholder management, including the organizational discipline to manage competing stakeholder priorities without dropping commitments. Directly manage, delegate to, and develop a team of colleagues with clear ownership of specific deliverables per business line and regular review of output quality and timeliness.

30+ days ago

Regional Manager East West Bank

Flushing, New York

Full time

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Works directly with teams to drive growth in deposits, commercial loans, mortgage loan, fee income, while cross selling the bank's other products and services including Commercial Real Estate, Commercial Banking, Small Business, Wealth Management, Investment, Treasury Management Services, Foreign Exchange and Insurance).

21 days ago

Quantitative Engineer Vise

New York, NY

$190,000–$270,000 / year

As we build the future of wealth management, you will partner closely with our investment strategy and core engineering teams, as well as our Chief Investment Officer to build sophisticated investment models which shape our portfolio construction and portfolio insights. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

30+ days ago

Branch Manager Sunnyside DeNovo Wells Fargo & Co

LONG ISLAND CITY, NY

$37.50–$67.31 / hour

As 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.

20 days ago

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Financial Accountant Jobs in Portland, OR

Project Manager Lead-Salesforce Programs Stifel

Senior Relationship Manager - LATAM Deutsche Bank AG

Relationship Manager InvestCloud Inc

HR Data & Analytics Manager Investcloud

Engineering Manager, Client Delivery Canoe Intelligence

Relationship Manager, Enterprise Canoe Intelligence

Director - Global Technology Developer (Corporate Group) Evercore Inc

VP, Wealth Advisor Services & Operations NFP Corp

Experienced Vice President of Hospitality Evercore Inc

Administrative & Office Assistant Vise

Technician, Field Service III Barry-Wehmiller Companies Inc

Summer 2027 Data Product Manager Internship Tradeweb Markets Inc

SVP, Engineering Lead - IB Technology Jefferies Llc

Product Manager WealthPlus

Administrative & Office Assistant Vise Inc

Strategic Relationship (Platform) Analytics Manager Lord Abbett.com

Institutional Marketing Lead Cerity Partners LLC

Regional Manager East West Bank

Quantitative Engineer Vise

Branch Manager Sunnyside DeNovo Wells Fargo & Co

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