Top Tech Jobs & Startup Jobs in Seattle, WA

The Planning Coordinator supports Senior Planners and Wealth Managers in managing client engagements, appointments, and administrative tasks while ensuring excellent client service.

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

Develop AI capabilities using Microsoft tools, integrate AI solutions within enterprise systems, ensure compliance and security, and collaborate with team members for continuous improvement.

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

The Financial Services Representative assists Financial Advisors by managing lower-revenue clients, ensuring effective investment implementation and service while enhancing the investment experience for those clients.

The IT Business Systems Specialist manages enterprise platforms including HRIS/HR and ERP systems, focusing on operations, incident management, and enhancing application integrations.

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