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Manage sales supervision of advisory services by performing suitability reviews, assessing fees and fiduciary standards, analyzing complex data, and communicating findings to advisors and field leaders. Improve supervisory processes, support regulatory examinations and investigations, represent the firm in regulatory matters, coach advisors, document findings, and help maintain team health and development.

Leads branch operational processes supporting business objectives, advisor service, revenue growth, client experience, and efficiency. Manages and develops branch staff, supports client meetings and transactions, oversees paperwork and reporting, analyzes branch financials and expenses, supports compliance and training, leads facilities initiatives, and partners with branch leadership on staffing, hiring, budgeting, and performance management.

Designs, engineers, deploys, and supports campus and data center networks in an IBM Mainframe environment. Leads routing and switching changes, monitors network performance and security, troubleshoots incidents, plans capacity, introduces automation, and develops scalable, reliable solutions. Provides technical leadership to internal teams, vendors, and contractors; contributes to architecture, documentation, project scoping, process improvements, and major incident resolution.

Leads global technology operations and network security for mainframe database environments. Oversees engineers, vendors, operational support, incident response, security monitoring, audits, major incident escalations, roadmaps, lifecycle engineering, transformation delivery, governance, and continuous improvement. Develops security standards and architectures, manages network security changes and deployments, supports troubleshooting and automation, and communicates operational status to senior leadership. Provides after-hours on-call management and ensures projects align with architectural and corporate security objectives.

The Director of Macroeconomic Strategy develops economic and market outlooks, forecasting models, dashboards, scenario analyses, and investment themes supporting asset allocation and portfolio decisions. The role researches economic indicators, markets, valuations, earnings, and monetary policy; identifies risks and opportunities; and translates findings into publications, presentations, and advisor- and client-facing communications. It also supports thought leadership, media activities, events, and research innovation using Bloomberg, FactSet, and AI-enabled tools.

Train for six to twelve months while obtaining securities and insurance licenses, shadowing senior advisors, and supporting client relationship transitions. Gradually assume responsibility for designated households, deliver comprehensive financial planning and investment guidance, conduct client meetings, maintain compliance documentation and CRM accuracy, deepen client relationships, and contribute to practice growth and succession planning. The role requires in-office work in Edmonds or Wenatchee and offers long-term advisory and potential equity opportunities.

Consult with advisors on high-net-worth client and prospect cases, develop comprehensive financial planning proposals, and deliver strategies covering tax, retirement, charitable giving, business-owner, equity compensation, and estate planning. Present recommendations to advisors and clients, document cases accurately, and collaborate across organizational teams to create appropriate solutions. Manage multiple client cases while translating complex financial concepts into clear, actionable advice.

Conduct fixed-income investment research, quantitative and qualitative analysis, manager selection, and ongoing due diligence for mutual funds, ETFs, separate accounts, and investment strategists. Maintain and improve analytical tools and models, manage external partner relationships, review marketing and training materials, support senior analysts, and contribute as a subject matter expert to cross-organizational strategic projects.

Manages risk and compliance activities for advisory wealth management products. Reviews issues, researches regulations, recommends policy and process improvements, conducts internal audits, escalates defects, supports regulatory examinations, and advises business partners and senior leaders. Leads compliance outreach, response teams, operational risk activities, and cross-functional initiatives while influencing stakeholders and driving process improvements.

Leads enterprise-wide strategic research and client experience measurement programs, using qualitative and quantitative methodologies to generate actionable insights. Analyzes and synthesizes diverse data sources, develops recommendations, communicates compelling data stories to senior leaders, and influences business decisions. Provides team leadership and mentorship, advances research tools and methodologies, and partners cross-functionally to strengthen data-driven decision-making and client experiences.