Top Tech Jobs & Startup Jobs in Seattle, WA

Supports Wealth Advisors by managing client service requests, onboarding and new account opening, appointment scheduling, workflow submissions, CRM and pipeline updates, funding follow-up, audit preparation, and operational coordination. The role also supports prospecting, telemarketing, referrals, seminars, client relationship development, and sales activity reporting while maintaining regulatory compliance. Training and support are provided to obtain Series 7 and 66 licenses.

Develop and implement scalable software solutions for banking operations. Design distributed service-based applications with strong security, maintainability, scalability, and availability. Work with AWS, Azure, CI/CD, big data, and multiple programming languages and front-end frameworks. Improve application performance, address vulnerabilities, collaborate with stakeholders, support Agile practices, mentor junior engineers, conduct code reviews, and maintain technical documentation.

Leads the strategy, roadmap, and delivery of Salesforce-based Wealth Management platforms and integrated systems. Oversees agile engineering, configuration, and vendor teams; ensures platform resilience, quality, security, and alignment with enterprise architecture. Partners with Wealth executives to translate business and regulatory priorities into scalable technology solutions, defines success metrics, and improves advisor and client journeys. Requires extensive Salesforce enterprise application development, integration, data modeling, deployment, and technology team leadership experience.

Provides virtual wealth-management advice to mass-affluent clients through phone and video consultations. Analyzes client finances, recommends investment strategies and insurance products, develops client relationships, grows assets under management, acquires and retains clients, achieves sales goals, and maintains regulatory and company compliance while partnering with branch personnel.

Provides virtual wealth advisory services to mass-affluent clients by assessing financial needs, recommending investment and insurance products, acquiring and retaining clients, growing assets, developing branch relationships, and meeting sales goals. The role delivers personalized strategies through phone and video while maintaining regulatory and organizational compliance.

Supports governance and operational execution for a Construction-to-Permanent lending program. Advises stakeholders on complex loan scenarios, construction contracts, draw schedules, budgets, exceptions, risk, and policy requirements. Maintains program documentation, controls, procedures, and certification materials; facilitates training; identifies trends and emerging risks; and recommends improvements. Partners with Credit Risk, Operations, Servicing, Legal, Sales, Project Review, and Draw Administration to ensure compliant, consistent loan execution.

Provide inbound and outbound customer service for Home Equity Line of Credit applications from data entry through closing. Review loan transactions, communicate details, schedule closings, rework loans, and ensure compliance with home equity policies, regulatory requirements, and bank guidelines. Meet productivity and quality standards while using internal banking systems and maintaining accurate records.

Provide inbound and outbound customer service for Home Equity Line of Credit applications from data entry through closing. Review transactions, answer customer and branch inquiries, schedule closings, communicate transaction details, rework loans, and ensure compliance with loan guidelines, bank policies, and state and federal regulations while meeting productivity and quality standards.

Lead organizational assessments, change enablement, and talent development for a multi-year branch transformation. Design and deliver leadership development, succession planning, training, and data-driven program measurement. Partner with senior leaders, HR, and cross-functional teams to align workforce strategy with business goals and drive adoption of new operating models.

Supports the Branch Manager in overseeing daily activities across multiple branch locations, supervising operations, coaching colleagues, and driving sales and customer experience goals. Promotes mobile and online banking, manages branch operations in the manager’s absence, translates business priorities into actionable objectives, interprets financial reports, and builds customer relationships through community partnerships. The role requires strong organizational, financial, risk, communication, and leadership skills.