11 investment director jobs at 11 companies in Bothell, WA
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Healthcare Investment Sales Director
Phoenix or Boston or Denver or St. Louis or Seattle or New York City or Chicago or Dallas or Minneapolis or Atlanta or Los Angeles
$119k-$238k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Bachelor's degree in finance, business, or related field; healthcare sales success; investment knowledge including alternatives and risk modeling; strong communication skills; Series 7 and 63 licenses.
Managing Director/Director - Senior Housing & Care
Seattle or Scottsdale or Chicago or Milwaukee or New York or Sarasota or United States
$150k-$250k/yrOnsiteFull Time
Ziegler: Specialized investment bank providing advisory and capital for community-focused sectors.
8+ YOEEstablished senior investment banker with 8+ years in investment banking or similar roles, relationships in senior housing and skilled nursing, proven business development and leadership, undergraduate degree required; MBA/CPA and Series 79/24 desirable.
10+ YOE10+ years working with institutional consultants, Series 7 and 63 required, strong investment due diligence and sales skills, willingness to travel ~50%, CFA/CAIA/MBA preferred.
MorningstarNASDAQ: MORN: Provides independent investment research, data, and analytics.
4+ YOEMinimum 4 years industry experience, experience selling investment products to financial advisors, strong relationship-building and portfolio knowledge, ability to work independently with an internal counterpart, Salesforce experience; CFP preferred.
Expedia GroupNASDAQ: EXPE: Operates a global platform for travel bookings and services.
8+ YOE8+ years relevant experience; deep financial markets and valuation expertise; strong written and verbal communication; experience with investor relations, corporate finance, equity research, or investment banking; proven stakeholder influence.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10+ years wealth management experience; Series 7 and 63 required; degree in business/finance/economics; CFP/CPA/CFA/CTFA/CFM preferred; strong communication, relationship management, and investment/tax/estate planning knowledge.
MicrosoftNASDAQ: MSFT: Develops software, services, devices, and cloud computing solutions.
8+ YOE1+ Mgmt8+ years finance experience (or 10+ with bachelor's), experience managing direct reports, expertise in financial modeling for capital investments, and ability to synthesize technical and financial data for leadership.
Delaware or Greenville or Seattle or San Francisco or New York City or Frisco or United States
$157k-$270k/yrOnsiteFull Time
SoFiNasdaq: SOFI: Mobile-first platform for banking, lending, and investment services.
12+ YOE12+ years in strategic or corporate finance, FP&A, investment banking, or related fields; expertise in consumer finance, financial modeling, unit economics, scenario analysis, AI tools, and senior stakeholder influence.
Addison or Bellevue or Durham or Emeryville or Reston
$206k-$316k/yrHybridFull Time
Tanium: Unified endpoint management and cybersecurity platform for global enterprises.
8+ YOEBachelor’s degree in Business or Finance; 8+ years in strategic finance, investment banking, consulting, or high-growth technology; R&D/GTM partnership; financial modeling; AI process automation; PowerPoint and Power BI.