J.P. Morgan Wealth Management - Private Client Advisor - Lynnwood, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lynnwood, WALynnwood, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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 Advisor - Tukwila, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WATukwila, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.
Group Finance Manager, Resource Investment Strategy Microsoft CorpGroup Finance Manager, Resource Investment StrategyRedmond, WA$116,900–$203,600 / yearMasters 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. Build deep trusted relationships to collaborate across a wide variety of teams at Microsoft including senior engineering leaders, Product Revenue and Margin teams, Central Finance Team, Global Workplace Services, Procurement and Human Resources.
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.
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 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.
NewAnalyst - Principal Investments FICAnalyst - Principal InvestmentsSeattle, WashingtonStalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team. As a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities.
Assistant Manager, Investment Services Navy Federal Credit UnionAssistant Manager, Investment ServicesSilverdale, WAPartner with NFCU business units and internal stakeholders to promote NFIS products and services, strengthen referral channels, and expand market presence through presentations, partnerships, and community engagement. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
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.
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Seattle MarketBellevue, WashingtonUS - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400), US - WA - Everett - 2707 COLBY AVE - EVERETT MUTUAL TOWER (WA9707), US - WA - Seattle - 401 Union St - Rainier Square (WA1510), US - WA - Tacoma - 1201 Pacific Ave (WA9201). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
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.
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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerSeattle, WA$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.
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).
Associate, Tax Equity Renewable Energy Investment Banking BDO USA PCAssociate, Tax Equity Renewable Energy Investment BankingSeattle, WA$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.
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.
Financial Solutions Advisor Registration Candidate - Northgate, WA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northgate, WA MarketSeattle, WAOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
Financial Advisor First Tech Federal Credit UnionFinancial AdvisorRedmond, WAAdvisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearAbility to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.