Finance Director, Data Center Investments and Deals MicrosoftFinance 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 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 OR equivalent experience. Masters 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 OR equivalent experience.
Senior Finance Manager, Windows and Devices Investments MicrosoftSenior Finance Manager, Windows and Devices InvestmentsRedmond, WA$97,600–$188,400 / yearMasters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 6+ 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 8+ years of post-graduate financial analysis, accounting, controllership or finance work experience OR equivalent experience. Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ 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 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience.
Investment Consultant Charles SchwabInvestment ConsultantSeattle, WAYou’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
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 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.
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 AnalystOlympia, 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.
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 Portfolio Analyst Columbia BankInvestment Portfolio AnalystTacoma, WA$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Investment Portfolio Analyst Columbia Banking System, Inc.Investment Portfolio AnalystTacoma, WA$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
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.
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, Investment Banking Coldstream Wealth ManagementAssociate, Investment BankingBellevue, WA$70,000–$90,000 / yearWith a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. 4. Research and Market Analysis: Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
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.
Investment Analyst | Wealth Management Threadline WealthInvestment Analyst | Wealth ManagementBellevue, WA$81,000–$100,000This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
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.
Head of Partner Investments Operations, Google Cloud Google LLCHead of Partner Investments Operations, Google CloudKirkland, WAAs the Head of Partner Investments Operations, you will be a pivotal executive leader responsible for the global operational strategy, design, and execution of Google Cloud"s goals partner incentive and investment portfolio. Excellent communication and stakeholder management skills, with the ability to influence and align teams across different functions and regions (Sales, Engineering, Finance, Legal).
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.
Director, Partner Solutions Investments Google LLCDirector, Partner Solutions InvestmentsKirkland, WAThe Cloud Partner Solutions Investments team is focused on accelerating the adoption of Google Cloud and leading the agentic transformation of Google Cloud's partner ecosystem by attracting and growing partners who can acquire new customers, grow existing trusted clients, and innovate to drive their success. Acting as a key advisor to senior leadership and as a key leader to Google's partners, you will partner cross-functionally to significantly impact Google's business performance, and contribute to sustaining Google's culture and operational excellence.
Investment Banking Manager AccentureInvestment Banking ManagerSeattle, 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.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA PiperFinance & Investment Funds Pursuits & Directories Sr ManagerSeattle, WA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
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.
NewSenior Manager, Technical Accounting - M&A and Investments Anthropic PBCSenior Manager, Technical Accounting - M&A and InvestmentsSeattle, WA$230,000–$300,000 / yearHelp refine the deal-accounting operating model - diligence checklists, Day-1 close playbooks, opening balance sheet procedures, measurement-period tracking, integration workplans, and SOX-ready controls over non-routine transactions. Assess and monitor consolidation and investment classification for investees and structured arrangements - VIE/primary-beneficiary analysis, reconsideration events, equity method, measurement alternative, and fair value through earnings - and support impairment and observable-price-change reviews.
Investment 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. The associate will advise a diverse group of sophisticated investors and organizations on a broad range of traditional and alternative investment transactions.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentSeattle, 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.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentSeattle, 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.
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.
NewInvestment 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.
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.
NewAssociate Investment Engineer - Parametric Morgan StanleyAssociate Investment Engineer - ParametricSeattle, WA$70,000–$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. This work includes helping to maintain and enhance Parametric's proprietary investment strategies, monitoring risk and performance, contributing to new product development, and conducting research and analysis that can be turned into external content and used to educate and inform clients.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerKirkland, WAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
NewInvestment Management Attorney Success Matcher RecruitmentInvestment Management AttorneyColumbia, WashingtonThis is an opportunity to join a high-performing Investment Management team that advises some of the most sophisticated players in the industry—ranging from registered investment advisers to leading asset managers and private funds. Success Matcher Recruitment is partnering with a globally recognized, top-ranked law firm known for its collaborative culture, elite client base, and commitment to developing exceptional legal talent.
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.
Senior Manager, Technical Accounting - M&A And Investments AnthropicSenior Manager, Technical Accounting - M&A And InvestmentsSeattle, WA$230,000–$300,000 / yearHelp refine the deal-accounting operating model - diligence checklists, Day-1 close playbooks, opening balance sheet procedures, measurement-period tracking, integration workplans, and SOX-ready controls over non-routine transactions. Assess and monitor consolidation and investment classification for investees and structured arrangements- VIE/primary-beneficiary analysis, reconsideration events, equity method, measurement alternative, and fair value through earnings - and support impairment and observable-price-change reviews.
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.
Art Director - Investment Management Global Marketing Strategy - Vice President Morgan StanleyArt Director - Investment Management Global Marketing Strategy - Vice PresidentSeattle, WA$135,000–$165,000 / 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. About the Role: The Art Director acts as a player-coach, managing other design team members as well as producing top-notch, on-brand work on high-profile advertising campaigns, large content initiatives, critical marketing collateral templates, and other high-profile projects.
NewInvestment Funds Attorney (Professional Track) Global Placement FirmInvestment Funds Attorney (Professional Track)Columbia, WashingtonGlobal Placement Firm is partnering with a prestigious AmLaw 100 law firm to identify a highly skilled Investment Funds Attorney ready to take their legal career to the next level. Join a world-class legal team that delivers sophisticated investment fund advice, navigating complex regulatory frameworks with precision and strategic insight.
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.
VP & Co-Head of Investments (Remote) ArrivedVP & Co-Head of Investments (Remote)Seattle, WARemoteYou'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.
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.
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.
Investment Consultant Bellevue, WA The Charles Schwab CorpInvestment Consultant Bellevue, WABellevue, WAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
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.
Senior Investment Sales Broker Seattle NorthMarq Capital LLCSenior Investment Sales Broker SeattleSeattle, WANorthmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpSeattle, WA$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.
NewDirector Investment Sales BerkadiaDirector 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.
Investment Banking Consultant AccentureInvestment Banking ConsultantSeattle, 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.
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.