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Reposted 2 Hours AgoSaved
In-Office
Seattle, WA, USA
105K-140K Annually
Senior level
105K-140K Annually
Senior level
Financial Services
The Senior Salesforce Business Analyst will enhance Salesforce solutions, support integrations, and improve workflows across teams, requiring significant Salesforce expertise.
Top Skills: CongaDocusignLightning Web Components (Lwc)SalesforceSkuid
Reposted YesterdaySaved
In-Office
Seattle, WA, USA
70K-100K Annually
Mid level
70K-100K Annually
Mid level
Financial Services
The Business Development Specialist will support sales processes, manage pipelines, conduct prospect research, and develop proposals while ensuring team targets are met.
Top Skills: ExcelMs SuitePowerPointSalesforce
Reposted 5 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Lead Advisor will manage client relationships, implement wealth management plans, expand community outreach, and lead a local service team to ensure client satisfaction.
Reposted 5 Days AgoSaved
In-Office
Seattle, WA, USA
100K-130K Annually
Mid level
100K-130K Annually
Mid level
Financial Services
As a Private Equity Associate, you will source and manage investment opportunities, conduct due diligence, support portfolio investments, and assist client service teams.
Top Skills: Microsoft Office Suite
Reposted 9 Days AgoSaved
In-Office
St Louis, MO, USA
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Financial Services
As a Lead Advisor, you will manage client relationships, develop wealth management plans, and lead a local service team to enhance client satisfaction. Qualifications include a degree, CFP® designation, and 6+ years of experience in financial planning.
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Reposted 11 Days AgoSaved
In-Office
San Diego, CA, USA
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Financial Services
The Lead Advisor acts as a personal CFO for clients, guiding them in wealth management, estate planning, and investment strategies while fostering community relationships and managing a local service team.
Reposted 11 Days AgoSaved
In-Office
Seattle, WA, USA
130K-160K Annually
Senior level
130K-160K Annually
Senior level
Financial Services
The Sr. Systems Engineer is responsible for developing and maintaining scalable, resilient infrastructure across hybrid IT environments, focusing on Azure, AWS, and M365 services while ensuring strong cybersecurity practices.
Top Skills: Active DirectoryAWSAzureAzure Security ServicesInfrastructure As CodeM365Microsoft DefenderPowershell
Reposted 11 Days AgoSaved
In-Office
Detroit, MI, USA
Senior level
Senior level
Financial Services
Lead Advisors act as a Personal CFO for clients, managing their wealth management plans while enhancing client relationships and driving growth in new markets.
12 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
The Tax Senior Manager will build and maintain client relationships, oversee tax planning and compliance, and lead a tax client service team while coaching team members.
Top Skills: Adobe AcrobatAdpBna Tax PlannerCch Axcess TaxExcelMsft OfficeQuickbooksSalesforceWindows
Reposted 13 Days AgoSaved
In-Office
Washington, DC, USA
Junior
Junior
Financial Services
The Associate Advisor is responsible for client service teams, providing analytical, operational, and administrative support, preparing deliverables, and managing client portfolios. They also assist in tax coordination and client data management.
Top Skills: Microsoft Office SuiteSalesforce
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