Senior Wealth Strategy Leader
Lido Advisors, LLC
Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client‑service teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation. The role offers an entrepreneurial, collaborative culture with flexible work options and #J-18808-Ljbffr Lido Advisors, LLC
$100k - $120k
Archer Lewis, based in Bellevue, Washington, seeks a Senior Tax Advisor responsible for directing all aspects of the tax function, including... ...involves leading complex client engagements and optimizing tax strategies to drive business growth. The ideal candidate will have...Senior$150k - $210k
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$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...SeniorRemote job- Milliman MedInsight is seeking a Senior Product Strategy Manager to guide the strategy and commercialization of our payer products. You will translate... ...roadmaps, partnering with TPMs, GMs, and cross-functional leaders to align with business priorities. Based in Seattle or...SeniorRemote job
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- ...is seeking a Principal Marketing Strategist to shape business strategy by identifying high-impact opportunities, leading cross-... ...initiatives, and turning insights into action. You will partner with senior leaders, guide teams through change, and drive enterprise-level...Senior
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$100k - $120k
Archer Lewis Services, based in Bellevue, is seeking a Senior Tax Advisor to provide leadership in compliance and strategic guidance. You will oversee complex engagements, manage tax operations, and support top-tier clients. This role requires a Bachelor’s degree in Accounting...Senior- Crusoe is seeking a Senior 3PL Strategy & Relationship Manager for its Cloud and Digital Infrastructure org to shift logistics to a proactive, centralized model across a growing footprint. You will architect Crusoe’s third-party logistics network, optimize inventory availability...SeniorShift work
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$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... .... This role requires a natural leader, someone who can confidently serve as... ...serve clients Represent the ‘Personal Strategy’ investment strategy; recommend, implement...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Parcion Private Wealth seeks a Marketing & Events Manager to drive brand strategy across digital campaigns, content, events and firm initiatives. The role blends creative work with hands-on execution, coordinating our flagship client event and producing social content while...
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$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and grow your career while helping... ...This role requires a collaborative leader who confidently serves as the lead... ...seamless service. Represent the Personal Strategy investment approach by recommending,...SeniorWork experience placementPrivate practiceLocal areaRemote work- ...Product Marketing Manager to define and drive the go-to-market strategy for a technology-focused team. This is a strategic leadership role... ...environments, influence investment decisions, and partner with senior leadership up to VP level to align cross-functional teams #J-1...Senior
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