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J.P. Morgan jobs in Seattle, WA - 2388 jobs

  • Controller, Vice President

    Salal Credit Union 4.0company rating

    Seattle, WA job

    We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment. Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115 #J-18808-Ljbffr
    $165k-215k yearly 1d ago
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  • Field Technical Account Manager - Western USA

    Ajax Systems Inc. 3.6company rating

    Seattle, WA job

    A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities. #J-18808-Ljbffr
    $85k-119k yearly est. 3d ago
  • Executive Private Banker: Wealth Strategy Lead

    Jpmorgan Chase & Co 4.8company rating

    Seattle, WA job

    A leading financial services firm seeks a Private Banker in Seattle to advise clients on wealth management, investment strategies, and financial planning. Candidates should have over six years of experience in Private Banking, a Bachelor's degree, and the necessary licenses. The role involves managing client relationships and delivering exceptional service through personalized financial solutions. This position is crucial for driving business results and fostering client trust in a collaborative environment. #J-18808-Ljbffr
    $82k-115k yearly est. 2d ago
  • Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

    Northwestern Mutual 4.5company rating

    Seattle, WA job

    About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
    $55k-94k yearly est. 4d ago
  • General Manager

    Kentucky Society of Association Executives Inc. 3.5company rating

    Seattle, WA job

    SWGM is more than a floral marketplace-we're a movement. Powered by local flower farmers and a dedicated team, we connect florists, designers, and retailers with fresh, seasonal, and sustainably grown blooms from the Pacific Northwest. Guided by our core values-reciprocity, resilience, integrity, interdependence, relationships, and the power of a well-run cooperative-we're committed to building a thriving, sustainable floral economy. This is a unique opportunity for a leader who combines floral industry insight with strong business skills, a collaborative approach, and a passion for how a cooperative model can thrive in a competitive market. If you are an entrepreneurial thinker who values people, place, and purpose-and want to help strengthen a nationally recognized model of sustainable floristry-we'd love to hear from you. Responsibilities As General Manager, you'll be responsible for the overall health, sustainability, and growth of SWGM. Your leadership will ensure that growers, staff, and customers thrive in a dynamic, values-driven marketplace. You will, Oversee daily operations-including logistics, facilities, and inventory-while fostering innovation in products and offerings. Build strong customer relationships and develop new sales and partnership opportunities. Visit member farms, listen closely to grower needs, and keep grower success central to every decision. Manage finances, balancing tight margins and seasonal flows while protecting reserves and planning for the future. Partner with the Board of Directors to set goals, track progress, and invest wisely in SWGM's future. Inspire and mentor a talented staff team with consistency and care. Promote SWGM as a leader in sustainable, cooperative floristry locally and nationally. Qualifications You are a collaborative, action-oriented leader with 5+ years of business management experience, ideally with exposure to agriculture, floristry, or cooperatives. You balance relationships with sound business discipline, bringing curiosity and a willingness to listen and learn from growers, staff, and customers. You understand the challenges of seasonal crops and perishable products and are motivated to help growers succeed by building trust and driving results. You know how to: Keep a cooperative mission at the center while building trust with growers, staff, and customers. Use data and customer feedback to guide sales growth and create new market opportunities. Build clear budgets, manage seasonal cash flow, and make financial decisions that strengthen member farms. Support and grow staff by setting clear expectations, creating systems, and celebrating success. Listen to and support multiple constituents with creative and collaborative problem solving. Adapt quickly to seasonal cycles and industry trends, staying calm, creative, and focused on long-term goals. #J-18808-Ljbffr
    $74k-135k yearly est. 3d ago
  • Head of Data Science

    Varo Money, Inc. 4.4company rating

    Seattle, WA job

    Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. We are looking for an inspiring and technically deep Head of Data Science to lead our team in leveraging advanced analytics, machine learning, and causal inference to catalyze decision‑making and propel Varo's growth. You will lead the Data Science function within Varo's comprehensive Data organization (which includes Data Analytics, Data Product Management, Data Engineering, and ML Engineering). Your team will be the strategic partner and technical engine for solving our most complex business challenges across key verticals like customer acquisition, engagement, fraud prevention, and responsible lending. What you'll be doing Strategic Ownership: Define, own, and drive the comprehensive Data Science roadmap (including AI/ML and causal inference) that directly translates into commercial outcomes across Varo's core business verticals. Model Innovation & Delivery: Lead the development, validation, and production deployment of custom machine learning and statistical models that are critical for decision‑making. Business Partnership: Serve as a strategic data consultant to executive leaders and business stakeholders, translating ambiguous commercial problems into rigorous analytical frameworks and actionable solutions. Data Integrity & Risk: Work closely with Data Engineering and Product teams to ensure the quality, accessibility, and lineage of new data sources. Ensure all models and analyses adhere to Varo's risk framework and regulatory requirements for fairness and transparency. Operational Excellence: Establish and own the ML Model Performance Monitoring processes, ensuring deployed models maintain accuracy and business impact over time and are governed appropriately. Team Leadership & Mentorship: Attract, hire, mentor, and coach a high‑performing team of Data Scientists, setting a high bar for technical rigor, business acumen, and cross‑functional collaboration. You'll bring the following required skills and experiences 8+ years of experience in Data Science, Applied Science, or a related quantitative field. Deep Domain Expertise: Proven track record of delivering measurable business impact in at least one key financial services domain (e.g., credit/lending, fraud/risk modeling, or customer growth/engagement). Technical Fluency: Expert‑level proficiency in Python and its scientific computing stack (Pandas, Scikit‑learn, PyTorch/TensorFlow). Proven ability to apply a wide range of statistical methods, machine learning algorithms, and causal inference techniques to large, real‑world datasets. Data Ecosystem Experience: Hands‑on experience working with distributed data and computing tools (e.g., Spark, Hive) and cloud web services (e.g., AWS, GCP, or Azure). Leadership Acumen: Demonstrated ability to thrive in a fast‑paced environment, attract high‑quality talent, and drive a data‑informed culture. $250,000 - $300,000 a year For cash compensation, we set standard ranges for all US‑based roles based on function, level, and geographic location, benchmarked against similar‑stage growth companies. Per applicable law, the salary range for this role is $250,000 - $300,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all‑digital, mission‑driven, FDIC‑insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer‑first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - ********************************** Instagram - ************************** LinkedIn - ***************************************** Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e‑mail ********************* with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: **************************************** #J-18808-Ljbffr
    $102k-135k yearly est. 2d ago
  • Staff AI/ML Engineer - Scale Customer Experience Platform

    Gusto 4.5company rating

    Seattle, WA job

    A leading technology firm is seeking a Staff Applied AI/ML Engineer to enhance customer experience through AI and machine learning solutions. You will drive AI initiatives, collaborate with cross-functional teams, and optimize customer journey-related products. The ideal candidate has over 8 years of experience in ML/AI systems and strong programming skills in Python, with knowledge in frameworks like TensorFlow and PyTorch. Competitive compensation is offered. #J-18808-Ljbffr
    $73k-123k yearly est. 3d ago
  • Sr. Director, Product Management

    Valid8 Financial, Inc. 3.6company rating

    Woodinville, WA job

    The Senior Director of Product Management leads the strategy, roadmap, and execution for Precor's global product portfolio under Precor and Peloton Commercial brands-spanning cardio, strength, digital, and connected experiences. This role defines the long‑term product vision, drives market differentiation, and ensures alignment across business, technology, and customer needs. As a key member of the Product leadership team, the Senior Director partners cross‑functionally with Engineering, Design, Marketing, Sales, and Operations to deliver high‑impact products that advance Precor and Peloton Commercial's market leadership and profitability. In this role you will lead a category‑defining brand at the intersection of fitness and technology and help to shape the future of connected wellness experiences for the commercial market. ResponsibilitiesStrategic Leadership Define and drive the multi‑year product strategy and roadmap across hardware, software, and digital ecosystems. Identify growth opportunities through market trends, customer insights, and emerging technologies. Lead product portfolio planning, lifecycle management, and investment prioritization. Translate strategy into actionable plans and measurable outcomes. Partner closely with Engineering and Design to ensure timely, high‑quality product delivery. Drive clear product positioning, value propositions, and go‑to‑market readiness. Build, coach, and inspire a high‑performing team of product managers and leaders. Foster a culture of accountability, collaboration, and customer‑centric innovation. Customer and Market Insight Maintain deep understanding of commercial fitness operators, consumer preferences, and competitive landscape. Represent the voice of the customer across product decisions and business planning. Cross‑Functional Influence Partner with global Sales, Marketing, and Operations to align product strategies with business goals. Collaborate with Finance on pricing, margin, and business case development. Qualifications Bachelor's degree in Engineering, Business, or related field; MBA or advanced degree preferred. 15+ years of product management experience in commercial fitness industry, including 9+ years in senior leadership roles. Proven success leading product strategy and delivery in fitness, or technology‑driven industries. Deep experience with fitness equipment, connected products, IoT ecosystems, or digital platforms preferred. Strong business acumen with demonstrated P&L and portfolio management experience. Exceptional leadership, communication, and influence across matrixed organizations. Pay Range: $220,000 - $270,000 The pay range represents the low and high end of the anticipated pay range for this position based at our Woodinville, WA headquarters. The actual pay offered for this position will depend on numerous factors including individual performance, business objectives, and if the location for the job changes. Our pay is just one component of Precor's total rewards strategy that also includes region‑specific health and welfare benefits. As an organization, one of our top priorities is to maintain the health and well‑being of our employees and their families. To achieve this goal, we offer robust and comprehensive benefits including: Medical, dental and vision insurance Generous paid time off policy Short‑term and long‑term disability Access to Employee Assistance Program; including access to mental health services Pet insurance and so much more! About Precor Precor is known for developing and manufacturing the most innovative and reliable commercial fitness equipment on the market. With over 40 years of empowering exercisers, trainers, business owners, and operators alike we take pride in offering world‑class fitness solutions across over 13,000 facilities and 100+ countries. We sweat every detail to bring best‑in‑class product solutions into commercial facilities, meeting exercisers wherever they are: at work, at school, in the gym, or on the road. Precor is an equal‑opportunity employer and committed to creating an inclusive environment for all our applicants. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you would like to request an accommodation regarding the application/interview process or are having difficulty using our website for application purposes, please contact: *************. We are required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selection officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self‑identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at ****************** #J-18808-Ljbffr
    $220k-270k yearly 4d ago
  • Customer Segment Consultant

    Bank of America 4.7company rating

    Bellevue, WA job

    Job Description: This role is accountable for designing, automating, and managing a comprehensive reporting portfolio that supports business decision-making and strengthens control processes. The analyst will lead efforts to streamline and modernize manual reporting, applying a risk-mitigation and efficiency mindset to every solution.The position requires end-to-end ownership of reporting solutions-from requirements gathering and data sourcing to development, testing, and delivery. Success in this role means creating scalable, accurate, and timely reporting that enables operational transparency and drives process improvements across Financial Center Operations & Controls.In addition to reporting responsibilities, the analyst will contribute to internal control discipline and operational excellence by supporting governance activities, monitoring key metrics, and identifying opportunities for automation and quality assurance. This includes evaluating data to detect issues, implementing remediation strategies, and ensuring adherence to enterprise-wide standards.Responsibilities: Responsible for providing business metric and program analysis, report management, and project support at several different levels. The position requires the incumbent to have diverse administrative expertise and to oversee various programs and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision. The position also requires the individual to build and maintain relationships with field management and work closely with other organizations within the LOB. Support and lead the execution of the Financial Center Operations, focusing on automation, process optimization, and data integrity. Design and implement automated solutions using enterprise-approved BI tools (e.g., Tableau, Power BI, Alteryx). The ability to work independently, multi-task, assist partners with complex items and those that require extensive research, while prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude. Manage and improve existing processes to ensure consistency and continuity across the Preferred business. Ability to coordinate all essential work-streams (people/process, controls, business leads and technology) to ensure project / program delivers on time and to the business case. Develop strong working partnerships across the organization and work with various LOB partners, and other key LOB support partners to manage, develop and execute reporting on Financial Center Operations. Detailed Documentation - Procedures and Business Requirements. Must gather and document requirements, interpret business needs against data availability to develop best possible solution. Consider all possible improvement opportunities by identifying gaps and developing process improvements. Support leadership while being able to influence through sound reasoning and solid analytics. Required Qualifications: Detail oriented and possess excellent problem solving and decision-making skills Effective comprehension and listening skills Strong time management skills Proficient in Excel- Basic & Complex formulas and the ability to interpret large amounts of distinct data Excellent PC skills including (but not limited to) MS Word, MS Excel, PowerPoint, Microsoft Edge or Chrome Must be able to attend to detail in order to make comparisons based on desired outcomes and guidelines Must demonstrate multi-tasking skills to handle various task/responsibilities and alternate between differing work processes and shift priorities Must display decision making ability Must have excellent verbal and written communication skills Must display organizational skills Must be able to comprehend and follow instructions and guidelines Desired Qualifications: Project Planning/Management Leadership experience Knowledge of financial center operations and controls Minimum Education Requirements: Bachelor's Degree or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $73.2k-116.9k yearly Auto-Apply 13d ago
  • Senior IC: Payments & Risk Platform Design Lead

    Gusto 4.5company rating

    Seattle, WA job

    A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
    $121k-182k yearly est. 2d ago
  • CEO - Amputee Advocacy & Empowerment Nonprofit

    Kentucky Society of Association Executives Inc. 3.5company rating

    Washington job

    A national nonprofit organization seeks a mission-driven Chief Executive Officer (CEO) to lead its strategic management and operations. This role is pivotal in empowering individuals affected by limb loss to achieve their full potential through advocacy and community outreach. The ideal candidate will have robust experience in nonprofit management, staff development, and strategic planning. Join us in making a significant impact in the lives of amputees across the country. #J-18808-Ljbffr
    $174k-241k yearly est. 2d ago
  • Senior Administrative Assistant / Receptionist

    BMO (Bank of Montreal 4.7company rating

    Seattle, WA job

    Application Deadline: 01/29/2026 Address: 520 Pike Street Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration, and provides professional support to one or more Managers and their direct reports. The role provides general office services, ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. Responsibilities: * Provides subject matter expertise and advice related to assigned strategic initiatives and acts as a relationship manager for assigned initiatives. * Builds effective relationships with internal/external stakeholders. * Breaks down strategic problems and analyses data and information to provide insights and recommendations. * Gathers and formats data into regular and ad-hoc reports and dashboards. * Leads the planning, coordinating and implementing of department events. * Provides senior-level administrative and operational support within a large, diverse team, including one or more senior executives. * Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information. * Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. * Provides input into the planning and implementation of administrative programs. * Coordinates and monitors budgets and reporting on results vs. budget. * Provides coaching and mentoring to more junior administrative assistants to support them in developing the capability to carry out current job accountabilities. * Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms, and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. * Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. * Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). * Dispatches outgoing communications. Answers the central phone line, responding to and resolving/escalating inquiries. * Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements * Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. * Makes travel arrangements, booking flight/hotel reservations as needed. * Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building-related matters, including incoming/outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. * Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. * Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. * Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Organizes work information to ensure accuracy and completeness. * Focus may be on a business/group. * Thinks creatively and proposes new solutions. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works mostly independently. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility * Must have calendar management experience * Must have travel desk management experience * Must have the ability to organize and support events and meetings * Must have the ability to manage expense invoices * Must have experience with Microsoft Office Suite * Must be able to work 5 days from the office location * Salesforce experience is a nice-to-have * Specialized knowledge from education and/or business experience. * Verbal & written communication skills - In-depth. * Collaboration & team skills - In-depth. * Analytical and problem-solving skills - In-depth. * Influence skills - In-depth. Salary: $49,500.00 - $91,300.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $49.5k-91.3k yearly Auto-Apply 5d ago
  • Staff Software Engineer - CI & Build Stability

    Gusto 4.5company rating

    Seattle, WA job

    A leading technology firm in Seattle seeks a Staff Software Engineer for Build Stability. In this role, you will enhance developer experience by managing CI systems and improving development pipelines. Candidates should have over 10 years of software development experience and a proven track record in developer tooling. The position offers a competitive salary range of $210,000 to $235,000 annually, with a hybrid work environment. #J-18808-Ljbffr
    $210k-235k yearly 5d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Seattle, WA job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 55d ago
  • Private Wealth Associate

    Alliancebernstein 4.3company rating

    Seattle, WA job

    Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $76,000 to $82,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off Seattle, Washington
    $76k-82k yearly Auto-Apply 60d+ ago
  • Director of Dedicated Planning & Investment Operations - Auburn, WA

    Thrivent Financial 4.4company rating

    Washington job

    Director of Dedicated Planning & Investment Operations - Auburn, WA page is loaded## Director of Dedicated Planning & Investment Operations - Auburn, WAlocations: WA - Auburn: Remote-Washingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-44451Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Approach Path Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.**Position Roles/Responsibilities/Accountabilities*** Oversee workflow and job responsibilities of planning department team members* Lead training and development for department, and work with leadership to build out infrastructure* Enter client information into various systems* Prepare and update financial plans and presentation material for client meetings* Enter information into financial planning software and prepare draft financial plans* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date* Research and respond to client inquiries* Finalize, submit, and track all client account and application paperwork* Gather and maintain customer suitability information* Research and analyze investment and portfolio allocations* Assist in generating performance reports* Maintain information in CRM (Salesforce) system* Fill out necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Identify and offer recommendations on how to optimize workflows* Other duties as assigned**Position Qualifications*** Previous administrative/secretarial experience desired* 3+ years industry experience required* Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent.* Securities ( 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred* Extremely strong organizational skills* Strong communication and interpersonal skills* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions* Ability to maintain integrity of sensitive/confidential information**Competencies*** Planning/Organizing* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/Flexibility**External/Internal Dependencies*** Must be able to work with all roles of the Approach Path Financial Advisors* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizations**Compensation**Compensation varies based on the specific qualifications and experience of the individual with a target range of $85,000 to $ 130,000 - inclusive of bonus compensation. Those candidates at higher range of compensation should have passed CFP exam, have extensive experience, and have plan writing experience.This position is eligible for team and individual bonuses ranging from 0-10% of annual salary and a monthly stipend toward health and retirement benefits for full time candidates.**Compliance and Regulatory** As part of Approach Path Financial Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.*All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.*At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
    $114k-148k yearly est. 1d ago
  • Digital Specialist, Client Delivery

    UBS 4.5company rating

    Seattle, WA job

    Your role Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you? Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs? We're looking for someone with these qualities who can: * Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives. * Execute strategy (e.g. organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy. * Drive the awareness / adoption of our digital tools throughout our FA and client-facing platforms, designed to drive organic growth and enhance FA-client interaction * Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.) * Act as the liaison between field personnel, home office business, and systems development teams to represent the "voice" of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams.. * Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their specific business. Support all on-boarding recruits to ensure timely access to the technology platform Detailed salary information: * Seattle: the salary range for this role is $80000 to $100000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5+ years of industry experience; preferably in Wealth Management or Private Wealth. * ideally 2+ years of branch office or training experience. * Bachelor degree or equivalent work experience. * Experience with and functional knowledge of the ACE Workstation and the advisor digital tools and capabilities. within them; as well as all client-facing digital experiences preferred. * Knowledge of the personal computer (PC), Windows operating system and Microsoft Office software. * Self-motivated, and able to work with a high degree of autonomy, set priorities and manage deadlines. * Adept with digital / technology and is comfortable learning, using and teaching technical concepts. * Methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues. * Enthusiastic, positive, polished, poised and professional. * Collaborative team member with analytical, problem-solving, communication and interpersonal skills. * Ability to travel within the market throughout the year. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $80k-100k yearly 30d ago
  • Wealth Management Banker

    UBS 4.5company rating

    Seattle, WA job

    Your role Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We're looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams. Client & Advisor Partnership Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices. Business Development & Engagement Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending. Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions. Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue. Support Advisor team recruiting and prospective client inquiries. Product Expertise & Education Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending. Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions. Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution. Operational Excellence Establish a reputation for client focus and executional excellence. Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications. Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions. Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements. Detailed salary information: * Seattle, San Francisco, San Diego, Denver: the salary range for this role is $105000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Bachelor's degree or equivalent experience. Experience in financial services, preferably in wealth management, supporting high-net-worth clients. Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions. Ability to manage multiple projects and priorities with strong organizational skills. Proactive approach and problem-solving abilities. Strong communication and presentation skills. Interest in client experience and effective interpersonal skills. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $105k-130k yearly 20d ago
  • Service Associate

    UBS 4.5company rating

    Bellevue, WA job

    Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a Service Associate to: * carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market * create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function * maintain risk awareness and regulatory knowledge Detailed salary information: * Seattle, Bellevue: the salary range for this role is $60000 to $77000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 3 years of experience in client service, within the finance sector * bachelor's degree preferred * excellent communicator, with solid interpersonal skills * detail oriented * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $60k-77k yearly 27d ago
  • Executive Director, Treasury Sales & Team Growth

    Jpmorgan Chase & Co 4.8company rating

    Seattle, WA job

    A leading financial services firm located in Seattle, Washington is seeking an experienced Treasury Sales Group Manager. In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance. You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols. Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities. This is an opportunity to make a significant impact in a collaborative environment. #J-18808-Ljbffr
    $131k-191k yearly est. 2d ago

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