Lead Strategic Finance Analyst Cambia Health SolutionsLead Strategic Finance AnalystTacoma, WAFull timeAs a member of the Strategic Finance team, our The Strategic Financial Analyst Lead serves as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting; prepares financial analysis and support such as cost-benefit, return on investment and capital resource analysis for new business opportunities, proposals, contracts, or product development; supports cost savings and process improvement efforts; provides financial governance and oversight. * Develops complex financial models and analysis using advanced analytical techniques and financial systems; provides business with solid alternatives to broad, complex and unusual issues; readily modifies or adjusts techniques to meet new situations.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)Olympia, WARemote$101,231–$172,355 / yearRequired Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * Ability to travel 40-50% of the time * FINRA Series 65 (or 66), or the ability to obtain *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
Regional Compliance Officer (West) - Key Investment Services (KIS) KeyCorpRegional Compliance Officer (West) - Key Investment Services (KIS)WARemote$71,000–$125,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects.
Operations Analyst- NWPS Raymond James Financial IncOperations Analyst- NWPSPuyallup, WA$55,000–$68,016 / yearAbout NWPS: Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services. As an operations analyst, you'll reconcile assets of the recordkeeping system, process requests to invest and liquidate account holdings, use Excel to review data and import ledger entries, interact with our trading partners and internal staff to resolve discrepancies, assist on special projects, and more.