Top Tech Jobs & Startup Jobs in Seattle, WA

The Operations Specialist supports operational excellence, resolves client issues, manages departmental tasks, and assists with data analysis and reporting.

Manage the regional marketing strategy, support team development, and ensure alignment with corporate initiatives while analyzing data to optimize marketing efforts.

The Advisor Marketing Specialist collaborates with advisor teams to create and execute marketing strategies aimed at driving growth, conducting campaign planning, and managing marketing initiatives across various channels including email, social media, and events.

The Equity Program Specialist manages equity transactions, documentation, and compliance while coordinating with internal teams and external vendors, providing support and communication to employees regarding equity plans.

The Sr. Portfolio Consultant focuses on driving success for advisors and clients, providing tailored investment guidance and support to enhance advisor practices and business growth. Responsibilities include managing relationships, creating investment proposals, and collaborating on strategic business initiatives.

The Portfolio Consultant will support advisors with investment solutions, drive business growth, and collaborate on strategic initiatives to enhance client experience and company offerings.

The Portfolio Analyst Manager leads a team to support advisors in investment management, ensuring client satisfaction and operational excellence.

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

As a Seasonal Tax Preparer, you will prepare individual and small business tax returns, review documentation, consult on tax issues, and ensure compliance with laws.

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.