- JPMorgan Chase (Puyallup, WA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...compensation, paid in the form of cash and/or forfeitable equity , awarded in recognition of individual achievements and contributions.… more
- US Bank (Spokane Valley, WA)
- …Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment Sales. Performs ... Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to… more
- Bank of America (Bellevue, WA)
- …comprehensive suite of UHNW capabilities to these clients. + Review current client investment holdings and perform risk and return analysis. + Utilize Merrill CIO ... when and where client needs exist for those capabilities. + Utilize investment portfolio construction methods, including modern portfolio theory, to analyze the… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …looking for a Salesforce Technical Lead to join our Enterprise Business Applications - Investment Management & CRM Applications team. The mission of our team is to ... have on the world. As a part of the Investment and CRM Applications Team, this specific role will...global and cultural workplace that supports ever greater diversity, equity , and inclusion - of voices, ideas, and approaches… more
- Port of Seattle (Seattle, WA)
- …lead the development and implementation of a consistent, coordinated equity approach across Port-wide initiatives that affect near-Port communities-particularly ... Leadership in External Relations, Environmental Sustainability, and the Office of Equity , Diversity, and Inclusion (OEDI) to shape and enhance organizational… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …DTS is to enable the foundation to achieve its ambitious global health equity goals as articulated by the disease-specific strategy teams (Program Strategy Teams; ... and pharmacologic liabilities. The successful candidate will also guide investment strategies, conduct technical due diligence, and cultivate partnerships with… more
- KeyBank (Seattle, WA)
- …meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe ... recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains individual activity, behavior,… more
- Columbia Bank (Tacoma, WA)
- …and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited ... mutual fund and money market investment direction from clients. Series 7 licensed employees provide...from clients. Series 7 licensed employees provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor(s) with… more
- Deloitte (Seattle, WA)
- …and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity , real estate and/or hedge fund clients? If ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Deloitte (Seattle, WA)
- …and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity , real estate and/or hedge fund clients? If ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more