Top Fintech Finance Jobs in Seattle, WA

The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.

The Compliance Officer ensures regulatory adherence through branch inspections, compliance training, policy updates, guidance, investigations, and collaboration on compliance projects.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

Provide financial planning and investment advice to clients, build financial plans, and recommend brokerage products based on client needs.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.

The Accounts Receivable Coordinator manages billing, cash application, and AR tasks, ensuring accuracy and client satisfaction, while supporting month-end reporting and compliance.

Support delivery of R&D tax credit studies and cost segregation/fixed asset studies. Assist with client consultations, technical interviews, site visits, calculations, report development, and mentoring. Build industry knowledge across Manufacturing, Real Estate, Construction, Healthcare, and Technology while networking internally and externally.

The Credit Analyst II/III supports Relationship Managers with credit analysis and evaluation, preparing reports, financial projections, and ensuring compliance with bank policies.

The role ensures accurate deposit and payment processing, handles ACH transactions, wires, and resolves issues, all while supporting members' financial needs.

The Commercial Portfolio Manager analyzes and manages a portfolio of commercial credit relationships while ensuring compliance with credit policies and regulatory expectations.

The Business Process Leader, Finance will design processes, manage workflows, document procedures, and enhance training efforts within the finance team, collaborating closely with various stakeholders.

The Strategic Finance Manager will own financial forecasting and analysis for the existing business, partnering with various teams to drive revenue and improve efficiency. Responsibilities include building financial models and presenting insights to leadership.

The Vice President, Portfolio Manager is responsible for managing client portfolios across various asset classes, conducting research, and driving business development efforts to meet client objectives and grow the firm's revenues.