Institutional Investment Consulting Associate Marsh & McLennanInstitutional Investment Consulting AssociateSeattle, WAFull timeAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Banking Intern - Summer 2027 - Seattle, WA CliftonLarsonAllen LLPInvestment Banking Intern - Summer 2027 - Seattle, WASeattle, WAInternFull timeWe provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateSeattle, WAFull timeThe candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate. * Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;
Investment Associate - FINRA Registered KeyBankInvestment Associate - FINRA RegisteredSeattle, WAFull timePrimary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
Investment Banking Intern-Seattle (For Internal Use Only) CliftonLarsonAllen LLPInvestment Banking Intern-Seattle (For Internal Use Only)Seattle, WAInternFull timeIf you are interested in a position with CLA, please view our career site for available openings. To view a complete list of benefits click here.
Paralegal - Investment Funds DLA Piper LLP (US)Paralegal - Investment FundsSeattle, WAFull timeOrganizes, prepares and files a variety of corporate legal documents for transactions ( Articles of Incorporation/Organization, Amendments, state qualifications, consents, merger documents, closing books, electronic closing sets, initial drafts or certificates, short-firm closing deliverables, and filing annual reports, and assists with formation of entities Manages data rooms and matter files. This position can sit in either our Austin, New York, San Francisco, Los Angeles, Palo Alto, Seattle, San Diego, or Washington, DC office and offers a hybrid work schedule.
Sr Analyst, Finance T-Mobile USA, IncSr Analyst, FinanceBellevue, WAFull timeBachelor's Degree plus 5 years of related work experience OR Advanced degree with 3 years of related experience (Required)* Acceptable areas of study include Finance, Business Administration, Management, Accounting, Economics, Engineering (Required)* 4-7 years experience in Finance, Accounting, Forecasting, Budgeting, or Financial Planning & Analysis (Required)* Experience supporting investment forecasting, compensation analysis, or business performance analytics preferred* Wireless Telecom experience (Preferred)* Experience with AI tools/SAP/BPC, or equivalent financial systems; working knowledge of Business Objects, SQL, databases, or other reporting tools (Preferred). * Microsoft Office, including advanced Excel and PowerPoint skills (Required)* Financial Modeling and Analytics (Required)* Forecasting and Scenario Analysis (Required)* Problem Solving and Critical Thinking (Required)* Strong Communication and Executive Presentation Skills (Required)* Ability to manage multiple priorities and operate effectively in a fast-paced, evolving business environment (Required).
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.
Sr Financial Analyst - Member & Digital Experience BECUSr Financial Analyst - Member & Digital ExperienceSeattle, WAFull timeYou'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattl Goldman SachsAsset & Wealth Management, Private Wealth Management, Financial Analyst - SeattlSeattle, WA$75,000–$125,000 / yearFull timeOur Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Analyst - Investments And Portfolio Management Kilroy Realty CorpAnalyst - Investments And Portfolio ManagementSeattle, WA$87,000–$108,000 / yearThe core responsibilities of this position include, but are not limited to the following: Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects. Working with Kilroy's leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process.
Investment Sales Analyst Cbre ValuationInvestment Sales AnalystSeattle, WAAbout the Role: As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients. What You"ll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.
Finance Director, Data Center Investments and Deals Microsoft CorpFinance Director, Data Center Investments and DealsRedmond, WA$130,900–$277,200 / yearMasters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 8+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelors Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 10+ years experience in financial analysis, accounting, controllership or finance, or related field. Were seeking a Finance Director, Data Center Investments and Deals to serve as the lead financial owner for major infrastructure investments, including land, power and data center leases, supporting Microsoft's global cloud expansion.
Senior Financial Analyst, Amazon Last Mile Investment Analytics Amazon.com IncSenior Financial Analyst, Amazon Last Mile Investment AnalyticsBellevue, WAYou will have extensive cross-functional partnership opportunities with business and finance leaders across multiple disciplines including Real Estate, Long Range Planning, Topology, Construction, Startup and Launch teams to solve high visibility, high impact, unstructured problems as we expand and optimize our RSR delivery network. Amazon Last Mile Finance seeks a Senior Financial Analyst to join the Last Mile Investment Analytics team, partnering directly with our business and finance partners to own NA RSR Investment Analytics where you will influence decision-making within the org.
Associate, Tax Equity Renewable Energy Investment Banking BDO USA PCAssociate, Tax Equity Renewable Energy Investment BankingWA$125,000–$175,000 / yearThe firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanKirkland, WACollaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
Investment Banking Manager AccentureInvestment Banking ManagerRedmond, WA$94,400–$293,800 / yearAdditionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. Key responsibilities of the Investment Banking Consulting Manager may include: + Lead and manage major, complex transformation programs at global investment banks across business, operational, regulatory, and technology change initiatives.
Supply Chain Finance Manager - Strategic Investments- (Hybrid- Seattle, WA) Nordstrom IncSupply Chain Finance Manager - Strategic Investments- (Hybrid- Seattle, WA)Seattle, WA$110,500–$183,000 / yearWe are looking for a strategic, analytically-driven finance leader to help shape how capital is deployed across our supply chain network - transforming complex data into compelling business cases, influencing senior leadership, and partnering cross-functionally to drive enterprise-wide outcomes. For Los Angeles or San Francisco applicants: Nordstrom is required to inform you that we conduct background checks after conditional offer and consider qualified applicants with criminal histories in a manner consistent with legal requirements per Los Angeles, Cal.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesSeattle, WAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
RFP Specialist, Investment Proposals - Parametric Morgan StanleyRFP Specialist, Investment Proposals - ParametricSeattle, WA$70,000–$140,000 / yearDevelop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams and understand client needs to create customized RFP responses that highlight the firm's strategic and competitive advantage. Construct drafts, progressing to independent completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric's brand and guidelines.
Investment Operations Specialist Lead-CDF First Citizens BancShares IncInvestment Operations Specialist Lead-CDFLacey, WARemote$79,390–$100,000 / yearPreferred Area of Experience: Real Estate Investments, Affordable Housing, Community Reinvestment ActLicense or Certification Type: null nullSkill(s): Knowledge of Community Development, Familiarity with financial services, to include closing and servicing. Investment Closing - Tracks deal closing status, monitors receipt of all required investment closing due diligence items, final documentation, closing compliance, funding, and other closing steps for LIHTC and Other CRA investments executed by the CDF team.
NewInvestment Management Associate NW Recruiting PartnersInvestment Management AssociateSeattle, WA$190,000–$235,000 / yearThis Seattle-based opportunity offers the chance to work on sophisticated investment and transactional matters while collaborating with an experienced and highly regarded team of attorneys and paralegals. This is an excellent opportunity for an attorney who wants to build a sophisticated transactional practice and develop a deeper understanding of the legal, business, and investment considerations involved in complex transactions.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerSeattle, WA$155,600–$306,800 / yearQualifications Required: + Bachelor's degree from accredited university with strong undergraduate academic record + 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation + 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management + 6+ years of experience working with senior executives crafting and implementing strategies for growth and transformation at the corporate, business, or product level + 6+ years of experience creating client-ready materials, including roadmaps, presentations (PowerPoint), business case, business process, and transformation plans, etc. These strategic choices help inform the development of the appropriate business models, operating models, and capabilities to support their strategic visions As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization.
Investment Banking Manager Accenture PlcInvestment Banking ManagerRedmond, WASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Group Manager, Data Center Investments and Deals Microsoft CorpGroup Manager, Data Center Investments and DealsRedmond, WA$116,900–$203,600 / yearRequired/minimum qualifications: Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelors Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 6+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience. • Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 12+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelors degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 15+ years of post-graduate financial analysis, accounting, controllership, or finance work experience o OR equivalent experience.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantWA$162,000–$324,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantSeattle, WA$122,400–$244,800 / yearAs an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Copy Director - Investment Management Global Marketing Strategy - Vice President Morgan StanleyCopy Director - Investment Management Global Marketing Strategy - Vice PresidentSeattle, WashingtonOur 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. Global Marketing Strategy (GMS) combines product marketing, creative and digital teams with strategic functions responsible for planning, project management, firm integration, innovation and analytics to support the product and corporate development initiatives across MSIM.
Art Director - Investment Management Global Marketing Strategy - Vice President Morgan StanleyArt Director - Investment Management Global Marketing Strategy - Vice PresidentSeattle, WashingtonOur 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. Global Marketing Strategy (GMS) combines product marketing, creative and digital teams with strategic functions responsible for planning, project management, firm integration, innovation and analytics to support the product and corporate development initiatives across MSIM.
Associate Portfolio Manager - BTG Pactual Timberland Investment Group BTGPactual InternationalAssociate Portfolio Manager - BTG Pactual Timberland Investment GroupSeattle, WashingtonTIG leverages the global resources of the BTG Pactual platform and the deep, local expertise of our regional forestry staff to provide exposure to diversified timberland investment portfolios while maintaining consistent investment discipline and management controls across our investment footprint. TIG’s work is supported by regional collaborations with The Nature Conservancy, who serves as Conservation Adviser to TIG’s core timberland strategy in the U.S., and Conservation International, who serves as Impact Adviser to TIG’s reforestation strategy in Latin America.
NewPrivate Bank Associate - Investments Bank of AmericaPrivate Bank Associate - InvestmentsSeattle, WashingtonPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
VP & Co-Head of Investments ArrivedVP & Co-Head of InvestmentsSeattle, WA$200,000–$250,000You'll manage and grow our portfolio ($400M+ AUM in equity and credit products across 65,000+ investors) and our Investments team (investment leaders, sourcing, acquisition, asset management, and due diligence). We're searching for a leader who combines institutional investment expertise with a builder mentality—someone who brings rigor to the investment process while thriving in a fast-moving, entrepreneurial environment.
Investment Operations Specialist Lead-CDF First Citizens BankInvestment Operations Specialist Lead-CDFLacey, WashingtonRemote$79,390–$100,000 / yearFull timePreferred Area of Experience: Real Estate Investments, Affordable Housing, Community Reinvestment ActLicense or Certification Type: null nullSkill(s): Knowledge of Community Development, Familiarity with financial services, to include closing and servicing. Responsibilities: Investment Closing - Tracks deal closing status, monitors receipt of all required investment closing due diligence items, final documentation, closing compliance, funding, and other closing steps for LIHTC and Other CRA investments executed by the CDF team.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerWA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Consultant -Tukwila, WA FidelityInvestment Consultant -Tukwila, WATukwila, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Consultant, Industry Solutions, Investment Management - Aladdin DeloitteSenior Consultant, Industry Solutions, Investment Management - AladdinSeattle, WA$128,000–$252,500 / year2+ years of experience implementing and working with the Aladdin platform + Travel up to 50%, based on the work you do and the clients and industries/sectors you serve Information for applications with a need for accommodation https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial CenterBainbridge Island, WashingtonOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Investment Banking Consultant AccentureInvestment Banking ConsultantRedmond, WA$70,350–$205,800 / yearAdditionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. Key responsibilities of the Investment Banking Management Consulting Consultant may include: + Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bellevue, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Bellevue, WABellevue, WAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WASeattle, WAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistSeattle, WAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Director Investment Sales Berkadia Proprietary Holding LLCDirector Investment SalesSeattle, WARemoteStay informed about commercial real estate and market trends by reviewing industry literature and attending conventions, seminars, and association meetings. The Director will facilitate the representation of clients in the buying and selling of commercial properties, providing essential support in negotiations between buyers and sellers.
SDE II, AWS Investments Amazon.com IncSDE II, AWS InvestmentsSeattle, WAAWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
VP & Co-Head of Investments Arrived Homes, LLCVP & Co-Head of InvestmentsSeattle, WA$200,000–$250,000 / yearYou'll manage and grow our portfolio ($400M+ AUM in equity and credit products across 65,000+ investors) and our Investments team (investment leaders, sourcing, acquisition, asset management, and due diligence). We're searching for a leader who combines institutional investment expertise with a builder mentality-someone who brings rigor to the investment process while thriving in a fast-moving, entrepreneurial environment.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinWA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Global Stock Plan Manager, Employee Investment Services, BXT Amazon.com IncGlobal Stock Plan Manager, Employee Investment Services, BXTSeattle, WAThis hands-on individual contributor role will collaborate extensively with internal stakeholders and external partners to support stock compliance activities, including regulatory reporting requirements of Amazons global stock plans, mobility taxation, the employee equity plan component of geographic expansion initiatives, and merger & acquisition (M&A) transactions. The ideal candidate is highly organized, analytical, works effectively with internal and external contacts, has proven abilities to manage critical projects concurrently and through to successful completion, and enjoys the challenges of improving processes in a highly dynamic environment.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Seattle, WAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Financial Solutions Advisor Stage I Consumer Investments - Seattle South Bank of AmericaFinancial Solutions Advisor Stage I Consumer Investments - Seattle SouthSeattle, WashingtonPrimary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
Real Estate Agent / Associate (Investment Sales) Greysteel CompanyReal Estate Agent / Associate (Investment Sales)Seattle, WashingtonYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
NewSenior Finance Analyst Carnival Corp LtdSenior Finance AnalystSeattle, WA$71,200–$96,100 / yearWith broad organizational reach, the position partners closely with Project Managers, Finance leadership, Accounting, and IT to deliver accurate tracking, reporting, and governance of capital investments while managing multiple concurrent projects and priorities with a high degree of autonomy. Knowledge & Skills: Scope: The Senior Analyst, Finance holds end-to-end financial accountability for a portfolio of capital expenditures across Holland America Line and Seabourn, spanning shipboard enhancements, shoreside infrastructure, and commercial technology initiatives.