10 ria jobs at 8 companies in Washington
2w
Save
Mark Applied
Hide
Client Service Associate
Seattle, Washington, United States
$80k-$85k/yr HybridFull Time
3+ YOE3+ years experience at an RIA or broker-dealer, knowledge of separately managed accounts, highly skilled in Microsoft Office, Salesforce, excellent communication, organized and detail oriented.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
1w
Save
Mark Applied
Hide
Advisor Marketing Senior Manager
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$140k-$165k/yr RemoteFull Time
5+ YOERequires 5–7 years marketing to financial advisors, RIAs, broker-dealers, or fintech companies; expertise in demand generation, positioning, campaigns, funnel metrics, CRM and marketing automation.
Salesforce, HubSpot, Pardot, Marketo, CRM, Marketing automation platforms, Generative AI, Large language models
1mo
Save
Mark Applied
Hide
Portfolio Administrator
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yr HybridFull Time
1+ YOEBachelor's in Economics/Finance required, Series 65 or willingness to obtain, 1+ years analyst experience at an RIA/asset manager, high Excel proficiency, familiarity with Tamarac, Bloomberg, Morningstar, and CRM systems.
Tamarac, Salesforce CRM, Bloomberg, Morningstar, Microsoft Excel
4w
Save
Mark Applied
Hide
Senior Consultant Practice Management
Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or New Jersey or Nevada or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Washington or Wisconsin
$150k-$170k/yr RemoteFull Time
3+ YOE3+ years experience in RIA/broker-dealer/bank/insurance environments, program and change implementation, consultative workshops, strong data analysis and presentation skills, familiarity with CRM and wealth management platforms.
CRM platforms, Google Workspace, Slack, Zoom
1mo
Save
Mark Applied
Hide
Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
1mo
Save
Mark Applied
Hide
Client Service Specialist II
Seattle, Washington, United States
$69k-$86k/yr HybridFull Time
2+ YOEBA/BS required, minimum 2 years in financial services (RIA experience preferred). Proficiency with Charles Schwab, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce, and MS Office. Strong written/oral communication and organizational skills.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
1w
Save
Mark Applied
Hide
Senior Tax Analyst - Tax Operations
Seattle or San Francisco or Los Angeles County
$73k-$124k/yr OnsiteFull Time
4+ YOEBachelor's degree in accounting or related field, 4+ years in tax, Vertex expertise, ERP experience, Alteryx, Microsoft Suite, Google Workspace, and tax research tools; CPA or MS in Tax preferred.
Vertex, Alteryx, Microsoft Suite, Google Workspace, CCH, RIA, BNA, SAP, Oracle, Microsoft Excel
1w
Save
Mark Applied
Hide
Senior Tax Analyst - Tax Operations
Seattle or San Francisco
$73k-$124k/yr OnsiteFull Time
4+ YOEBachelor's degree in accounting, finance, economics, or related field; 4+ years of tax experience; Vertex, Alteryx, ERP, Microsoft Suite, Google Workspace, and tax research tool proficiency.
Vertex, Artificial Intelligence (AI), SAP, Oracle, Alteryx, Microsoft Suite, Google Workspace, CCH, RIA, BNA
1w
Save
Mark Applied
Hide
Senior Tax Analyst - Tax Operations
Seattle or San Francisco
$73k-$124k/yr OnsiteFull Time
4+ YOEBA/BS in accounting, finance, economics, or related field; 4+ years of tax experience; Vertex, Alteryx, ERP, Microsoft Suite, Google Workspace, and tax research tool proficiency.
Vertex, AI, Alteryx, Microsoft Suite, Google Workspace, SAP, Oracle, CCH, RIA, BNA