Top Tech Jobs & Startup Jobs in Seattle, WA

Supports senior financial planners by onboarding members, analyzing financial data and tax returns, identifying planning opportunities, developing strategies, and translating goals into actionable steps. Provides member support during planner absences and participates in cross-functional rotations across member experience and investment operations. The role includes intensive mentorship and training in financial planning, communication, and behavioral guidance.

Own the strategy and execution of paid search campaigns across Google Ads and Microsoft Ads. Manage keywords, bidding, budgets, conversion tracking, attribution, testing, reporting, and traffic-quality controls. Partner with marketing and analytics teams to improve qualified lead and membership acquisition, while mentoring teammates and presenting recommendations to stakeholders.

The Lead Data Scientist will enhance analytics through predictive modeling and data engineering, focusing on quality, feature generation, and continuous learning.

Lead a team of CFP professionals, coach them in technical and interpersonal financial planning, develop scalable planning frameworks, and serve as the planning authority for a key practice area. Partner with Product, Engineering, Marketing, and Compliance teams on tools and communications while managing a small client portfolio to pilot initiatives and model best practices.

Lead planner onboarding and enablement across the first 90 days, coordinating setup, training, readiness tracking, and coaching interventions. Facilitate financial planning upskilling, career progression modules, practice drills, and leadership coaching frameworks. Partner cross-functionally with Operations, Compliance, People, Planning Leadership, IT, and other teams to improve enablement programs. Use AI and modern technology to increase learning and operational efficiency while identifying curriculum gaps and iterating training methods.

Develop product positioning, messaging, and go-to-market strategies for financial services. Lead launches, analyze consumer insights and competitive intelligence, create marketing and sales enablement content, maintain claims and visual libraries, and collaborate with product, sales, planning, UX, engineering, and marketing teams to drive growth and member engagement.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

Lead and scale the Planning Leadership Team as deputy to the VP, manage capacity and performance across a large planner workforce, coach managers, drive adoption of technology and AI, ensure consistent high-quality member experiences and metric delivery, and translate strategy into organizational action during rapid growth and change.

As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.

Build and maintain React front-end and Golang backend services deployed on AWS. Collaborate with Product and planners, write tests, pair program, estimate work in a ScrumBan process, and participate in performance and learning initiatives to improve a fintech planning platform.