Top Tech Jobs & Startup Jobs in Seattle, WA

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.

The Assistant Vice President, Advisor Growth Marketing leads scalable marketing initiatives to enhance advisor growth and client engagement through strategic and hands-on execution across multiple channels.

The Associate Director, Data Engineering and Development is responsible for developing SQL-based data pipelines, enhancing Power BI dashboards, and leading automation projects within Microsoft Power Platform.

Lead and scale a centralized Advanced Planning team serving high net worth and ultra-high net worth clients. Set vision and operating model, recruit and manage multidisciplinary specialists (estate, tax, insurance, advanced planning), partner with advisor teams on complex succession, tax, estate, asset protection, and multigenerational planning, drive firmwide adoption and measurable business outcomes, and collaborate across Wealth Advisory, Investment, Technology, Marketing, and Operations.