Top Tech Jobs & Startup Jobs in Seattle, WA

Prepare comprehensive financial plans using planning software and proprietary tools, analyze client documents, collaborate with advisors and specialists, maintain client data, and help improve workflows and processes. Entry-level role supporting Wealth Management teams.

Lead Seattle market strategy, client retention, team development, and firm impact. Drive growth through client acquisition and mentorship, acting as a fiduciary.

Serve as final quality-control authority for all client- and prospect-facing communications. Proofread, edit, and fact-check content across email, print, digital, and presentations; ensure brand and AP style consistency; manage publishing operations, newsletters, and editorial workflows while collaborating with cross-functional marketing teams.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Senior Portfolio Consultant manages investment implementations for high net worth clients, collaborating with various teams to ensure alignment and exceptional service while developing investment deliverables.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.

Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.