Wealth Management jobs in Washington

Business Analyst (Wealth/Investment Management)

Remote

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6d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

•

Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$100

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Today

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

Information Security Program Manager

Camas, Washington

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Today

Fisher Investments is looking for a Cyber Resilience & Assurance Program Manager to help establish and mature a strategic cybersecurity program. With the capability focused on validating the effectiveness of security controls, operational readiness, technology platforms, AI security safeguards, and cyber resilience programs. The Opportunity: You will have the unique opportunity to build a program from the ground up while partnering across the firm to develop assessment methodologies, governanc

Full-time

Compensation information provided in the description

Staff Product Designer

Remote

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Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 per year

Policy & Procedure Documentation Specialist

Remote

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Enterprise Architect

Camas, Washington

•

Today

It\'s an exciting time to join Fisher Investments! We\'re continuing to invest in the future of our firm\'s technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight-knit teamwork. We help support our firm\'s diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologist

Full-time

Compensation information provided in the description

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Staff Software Engineer - Files Platform

Remote

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Today

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end

Full-time

USD 158,000.00 - 248,000.00 per year

Project Manager - PM, Agile, Senior Project Manager, Sr Project Manager, Technical Project Manager

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projects are being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundMust have Strong Communications Financial, Retirement or Investment ExperienceTop 3 Soft Skills: Soft Skills are

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Full-time

Depends on Experience

Senior Software Engineer (CA - Remote)

Remote or Santa Ana, California

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Today

Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported,

Full-time

USD 129,300.00 - 172,300.00 per year

Contract CRM Data Lead / Project Manager

Remote

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Today

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operati

Contract

ServiceNow Administrator II

Remote or St. Louis, Missouri

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Today

Job Description Summary: The ServiceNow Administrator II is a mid-level computer systems professional responsible for independently administering, configuring, analyzing, testing, and modifying the ServiceNow platform and related workflows. This role applies systems analysis techniques, consults with business and IT stakeholders to define functional and technical requirements, and designs secure, scalable configurations, automation, integrations, and data controls based on approved specificatio

Full-time

USD 70,000.00 - 85,000.00 per year

Associate, Data & Technology

Washington

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Today

Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries. In Technology, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the futu

Full-time

USD 115,000.00 - 140,000.00 per year

AI Architect

Remote or Indianapolis, Indiana

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Today

**This is a direct hire for one of our clients. This role is fully remote. Eligible candidates must be authorized to work in the US without visa sponsorship.** Our client is putting AI at the center of its product strategy and is seeking an experienced AI Architect to lead the architecture, roadmap, and delivery of customer-facing AI capabilities across its SaaS platform portfolio. This is a hands-on leadership role that combines AI strategy, software architecture, and team leadership. The idea

Full-time

USD 190,000.00 - 210,000.00 per year

Lead Platform Engineer - Parametric

Washington

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Today

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit ;br> ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset mana

Full-time

USD 115,000.00 - 225,000.00 per year

Full Stack Senior Software Engineer (Remote in CA)

Remote or Santa Ana, California

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Today

Full-time

USD 129,300.00 - 172,300.00 per year

Salesforce Marketing Cloud Technical Architect

Remote or St. Louis, Missouri

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Today

Job Description Summary: Focus Partners is seeking a strategic and hands-on Salesforce Marketing Cloud Technical Architect to join the new Marketing Technology team. This is an ideal opportunity for a technologist who enjoys balancing solution architecture and technical development to drive measurable business results. Reporting directly to the SVP of Marketing Technology, this role will serve as the technical owner and subject matter expert for Salesforce Marketing Cloud, helping lead the tran

Full-time

USD 140,000.00 per year

Director, Technology Operations

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Director, Technology Operations, leads the operational service management function within Infrastructure & Operations (I&O). This role directly manages the Service Delivery Managers responsible for governing partner-delivered day-to-day infrastructure operations across the in-scope service towers, including Network Administration, Server & Storage Administration, Cloud Infrastructure Services, Monitoring & Event Management, Infrastructure Protection, and Identity &

Full-time

Wealth Management jobs in Washington, USA