Top Tech Jobs & Startup Jobs in Seattle, WA

The Central Solutions Intern will support various tasks in product management, marketing, data analysis, and operational workflows, helping drive financial advisor growth efforts.

The Portfolio Consultant at Wealth Enhancement provides tailored investment solutions and support to advisors, enhancing client relationships and driving business growth through strategic initiatives and presentations.

The Anti-Money Laundering Associate ensures compliance with AML regulations, coordinates activities to improve AML policies, and utilizes AI tools for financial crime detection.

The Sr. Tax Advisor delivers high-quality tax advice, conducts planning, prepares returns, and maintains client relationships within Wealth Enhancement's Tax & Consulting Services team.

The Advisor Team Operational Consultant improves productivity and efficiency by optimizing workflows, training advisor teams, and ensuring high-quality client service. Responsibilities include conducting assessments, developing standardized procedures, mentoring team members, and collaborating on strategic projects.

The Advisor Team Operations Specialist is responsible for supporting wealth management operations, ensuring effective client service, and assisting with team-based financial planning processes.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Procurement Associate will support vendor lifecycle strategies, collaborate with stakeholders, analyze data, and facilitate contract reviews and negotiations.