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12 Days Ago
Seattle, WA, USA
254 Employees
65K-75K Annually
Junior
254 Employees
65K-75K Annually
Junior
Financial Services
The Staff Accountant will manage accounting for multiple legal entities, including journal entries and reconciliations. Responsibilities include assisting with annual audits, preparing monthly reconciliations, and processing credit card transactions. The role involves delivering high-quality service and ensuring accuracy in financial reporting.
12 Days Ago
Seattle, WA, USA
254 Employees
150K-200K Annually
Senior level
254 Employees
150K-200K Annually
Senior level
Financial Services
The Senior Program Manager will oversee strategic projects from inception to execution, ensuring timely completion within scope and budget while managing stakeholder communication and project progress. Responsibilities include developing project plans, monitoring budgets, conducting debriefs, and driving cross-team initiatives aligned with company objectives.
12 Days Ago
Seattle, WA, USA
254 Employees
70K Annually
Entry level
254 Employees
70K Annually
Entry level
Financial Services
As an Associate Advisor - Analyst, you will support client service teams by managing daily responsibilities, analyzing client portfolios, and crafting strategic recommendations. Your tasks include preparing deliverables, conducting spreadsheet analyses for financial topics, attending client meetings, and coordinating tax execution for clients.
12 Days Ago
Seattle, WA, USA
254 Employees
120K-300K Annually
Senior level
254 Employees
120K-300K Annually
Senior level
Financial Services
The Lead Advisor is responsible for managing client relationships, developing comprehensive wealth management strategies, and ensuring high client satisfaction. This role involves communicating value propositions, leading service teams, and collaborating with legal and financial professionals to secure new business opportunities.
12 Days Ago
Seattle, WA, USA
254 Employees
120K-140K Annually
Mid level
254 Employees
120K-140K Annually
Mid level
Financial Services
The Fund Accountant will manage day-to-day accounting for private markets funds, prepare financial statements and regulatory filings, facilitate capital calls and distributions, and oversee audits. Additionally, they will handle accounting for donor-advised funds and improve workflows related to client donations.
12 Days Ago
Seattle, WA, USA
254 Employees
85K-135K Annually
Senior level
254 Employees
85K-135K Annually
Senior level
Financial Services
As an Advisor, you will manage client service teams, ensuring timely communication and support for client acquisition, implementation, and retention. Responsibilities include analyzing client portfolios, preparing meeting deliverables, conducting financial analyses, strategizing trades, and contributing to client meetings while mentoring the team.
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