Top Tech Jobs & Startup Jobs in Seattle, WA

The Director of Wealth Planning leads the Wealth Planning department, provides strategic direction, consults on financial planning, and engages with clients and financial professionals.

The IT Business Systems Specialist manages application maintenance for HRIS and ERP systems, oversees daily operations, and collaborates with business units to enhance platform efficiency and integration.

The Senior Planner will create and present financial planning recommendations for high net worth clients, collaborating with financial advisors and leading project management.

Support the Managed Assets Research department in delivering high-quality investment solutions through research, communications, and client portfolio reviews.

The Client Associate will provide exceptional client service, manage client accounts, coordinate appointments, and assist with compliance and administrative tasks.