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
- ...net-worth individuals and their families. The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients. #J-18808-Ljbffr Whittier Trust CompanySeniorWork at office
$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
A leading strategy firm is seeking a Senior Corporate Strategy Manager to shape their organizational future. This role focuses on strategic planning, execution, and alignment of corporate priorities. Key qualifications include at least 12 years of experience, with a strong...Senior$188.25k - $282.47k
...client accounts to ensure compliance with established investment strategies, style and philosophy; coordinates with analysts to initiate... ...with state and federal regulations and WTB policies relating to wealth management. Compensation: Bellevue - $188,253 - $282,471 Boise...SeniorLocal area- EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through... ...client relationships and participate in succession planning with senior advisors. The candidate will have 5-10 years of relationship management...SeniorFull time
- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of...SeniorWork at office
- ...States. The Private Banker will develop relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an...Senior
- Milliman MedInsight is seeking a Senior Product Strategy Manager to lead payer product strategy and commercialization. You will translate market... ...roadmaps, partnering with TPMs, GMs, and cross-functional leaders to guide investments from discovery through...SeniorRemote job
- Logic20/20 is seeking a Senior Manager to join our AI & Analytics practice. This role leads client engagements, shaping AI-enabled solutions from strategy through delivery, and partners with executives to translate business needs into measurable outcomes. The ideal candidate...Senior
- Docusign seeks a Sr. GTM Strategy & Programs Manager to design, drive and execute priority initiatives that accelerate global revenue growth and optimize GTM processes across the sales cycle. You will define our GTM strategy and architecture, remove friction, and deliver...Senior
- 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
- Milliman MedInsight is seeking a Senior Product Strategy Manager to lead the payer product strategy and 12-24 month roadmaps. You will translate... ..., partnering with TPMs, GMs, and cross-functional leaders across the organization. The ideal candidate combines payer...SeniorRemote job
- CLA is seeking a Senior - Accounting Methods to join our Federal Tax Strategies team in Washington. The role offers growth, flexibility, and a collaborative environment as you develop and implement accounting methods strategies for clients. You will consult on changes,...Senior
- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning...Senior
- ...Management Specialist to own the talent agenda for its key customer organizations. You will partner with senior leaders, translate priorities into actionable talent strategies, and drive core people processes end-to-end. This role requires high judgment in ambiguous...Senior
- PwC Private is seeking a Senior Manager to lead complex tax advisory engagements for private companies, focusing on wealth management, compliance, and strategic planning. You will... ...efficiency and support business strategy. The role emphasizes leading large-scale...Senior
- ...Economist to join our Infrastructure and Grants Advisory team. This senior role leads complex projects, mentors staff, and engages... ...advance development feasibility, market studies, and investment strategies. Ideal candidates have 15-20 years in real estate economics or...Senior
- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...Senior
$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$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- PwC in Seattle is seeking a Front Office Strategy Consulting - Marketing & Commercial Strategy Senior Manager to enhance client experiences and lead data-driven marketing initiatives. You will mentor teams, shape customer-centric strategies, and leverage your network to...Senior
- Oracle seeks a Director of Deal Management & Program Strategy to lead cross-functional governance for OCI Dedicated Cloud opportunities. You will evaluate non-standard customer requests, structure deals, and balance profitability with customer success while collaborating...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
- Nxt Level in Bellevue, WA seeks an SVP of Accounting and Finance to eventually succession plan for the CFO. The role blends strategic leadership with hands-on stewardship of a $1B business, including M&A and scale across cross‑functional teams. You will lead accounting,...Senior
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...Ultra High Net Worth clients. This leader will partner closely with Private... ...investment and risk management approvals and strategy implementation.Ensure adherence to...SeniorFull timeWork experience placementWork at office
- Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members... .... This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team. #J-18808-...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth... ...with a team of advisors to create comprehensive investment strategies. The role emphasizes on-site collaboration, regulatory compliance...Senior
- Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with...Senior
- BDO Tax Manager, Core Tax Services in Seattle advises clients on the tax implications of business objectives, evaluates actions to reduce tax burden, and serves as the primary client contact for complex tax issues. The role includes leading tax compliance, research, ASC...Senior
- ...digital marketing agency in Seattle, is looking for a Media Strategist to drive impactful media plans. The role involves owning media strategies, collaborating cross-functionally, and mentoring junior team members. The ideal candidate has over 5 years of media strategy...SeniorFlexible hours
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