Top Finance Jobs in Seattle, WA

The Virtual Wealth Advisor identifies and sells investment and insurance products to clients, providing personalized financial strategies and maintaining compliance with regulatory requirements.

Serve as the senior, client-facing investment expert advising high-net-worth and institutional clients. Develop Investment Policy Statements, recommend investment solutions and manager selection, review performance, provide market analysis, and maintain ongoing client communication and tailored investment strategies.

Provide day-to-day support to Wealth Managers, lead onboarding and service for new and existing high-net-worth clients, manage client relationships, and communicate investment updates, market insights, and performance reports.

Conduct financial forensic investigations into potential money laundering/BSA/AML violations using internal AML systems, referrals, and OSINT; assess risk, prepare SARs, document cases, liaise with law enforcement, and recommend customer actions while ensuring regulatory compliance and timely case resolution.

Work on M&A, equity and debt transactions for digital infrastructure clients (data centers, fiber, broadband). Prepare financial models and valuations, conduct due diligence, draft pitch materials and transaction documents, support business development, and manage client interactions across deal execution.

Review and render decisions on non-traditional residential valuation products (PDR, hybrid, desktop, evaluations), ensure compliance with bank, Fannie Mae/Freddie Mac guidelines, document decisions, communicate with partners, escalate when necessary, and meet productivity and quality targets.

Senior operating partner to the Head of Liquidity responsible for translating strategy into Board-ready narratives, driving disciplined execution, establishing governance for research and investments, aligning across enterprise COOs, owning leadership cadence, and embedding first-line risk awareness with Risk, Compliance, Legal, Finance, and Audit.

Support a top wealth management team by leading client onboarding, servicing high-net-worth relationships, executing day-to-day client needs, providing proactive investment updates, performance reporting, and delivering white-glove client service to deepen relationships.

Lead credit underwriting, monitoring, and portfolio management for complex Data Center (digital infrastructure) credits. Perform financial analysis/modeling, risk evaluation, structuring, documentation, covenant monitoring, and client engagement. Oversee portfolio compliance, track lease metrics and contractual requirements, drive process improvements, and mentor junior staff while supporting credit, relationship coverage, and capital markets teams.

The VP of Mortgage Pipeline Valuation and Risk Modeling leads pricing strategy, develops analytical frameworks, and collaborates across teams to support financial performance and risk assessment in mortgage banking.