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Focus Search LLC is recruiting for a Fund Accounting Manager with a fast-growing investment management firm in Seattle and Portland. This role will provide administrative support for various Venture Capital funds while working closely with team members across the organization. The ideal candidate will have experience working directly with Senior leadership and be able to communicate effectively. This role will utilize your organizational skills to oversee investor relations, system support and interfacing with other third-party service providers. Data entry, administrative support, correspondence, reconciliation and quarterly reporting experience will all be needed to succeed in this position. This is an excellent opportunity for long term career growth and advancement. Requirement: • Bachelor Degree in Finance/Accounting/Economics, • 5+ years of progressive experience public accounting and fund administration, • Strong team leadership and communication skills

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy. A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”., • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning., • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor., • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team., • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients., • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”., • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth., • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.Your Experience:, • Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD), • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm., • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis., • Unquestioned commitment to integrity in personal and professional activities., • Highly motivated with ability to function well in a fast-paced environment., • Self-starter by nature., • Excellent organizational, leadership, communication and presentation skills., • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Annual Compensation: $120,000 - $300,000 per year.

Job Description Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: • Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving, • Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service, • Act as primary point of contact for clients and their other trusted advisors, • Lead the preparation of assigned prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss cash flow models and advanced planning topics, • Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed, • Assist Advanced Planning Team with cash flow modeling for clients, • Continually build strong relationships with assigned client families, • Comply with all industry rules and regulations along with firm policies, • Bachelor's degree, • Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 65 or equivalent, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation, • Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge of fundamental estate planning tools and techniques, • Experience delivering fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • Life and Disability Insurance license Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description Associate Accountant – Wealth Management Location: Seattle, WA (Hybrid: 3 days/week onsite) About the Firm Our client is a premier, fast-growing wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions and family-owned enterprises. Their model blends world-class advice, sophisticated investment opportunities, and a deeply collaborative service approach. They foster a culture that encourages people to be curious, innovative, and forward-thinking—while delivering exceptional results for clients and building meaningful, long-term careers. About the Role We’re seeking a detail-oriented Associate Accountant to join the team in Downtown Seattle. This individual will play an essential role in supporting HNW/UHNW clients and internal advisor teams through cash management, account reconciliation, reporting, and ongoing client administrative needs. This hybrid role is ideal for someone who thrives in a fast-paced, mission-driven environment and wants both meaningful client impact and strong professional development opportunities. Please note: This is not a role that requires tracking billable hours. Key Responsibilities • Manage personal financial accounts and records for assigned clients., • Prepare and review financial statements, account reports, invoices, and vouchers for accuracy and completeness., • Monitor client cash balances and ensure appropriate funds are available for accounts payable., • Reconcile general ledgers, bank accounts, and investment accounts., • Partner with AP specialists to process payments and manage approval workflows., • Prepare monthly cash flow reports; assist with client payroll processing and related reporting., • Support annual tax processes, including preparation of 1099s and W-2s., • Contribute to special projects—including audits, detailed financial requests, and ad-hoc analyses., • Maintain clean and accurate client files and transactional histories. Qualifications • Bachelor’s degree in Accounting or related field preferred., • 5+ years of relevant accounting experience; financial reporting experience strongly preferred., • Solid understanding of GAAP and tax/cash-basis accounting., • Proficiency with QuickBooks and Microsoft Office; experience with Bill.com a plus., • Strong written and verbal communication skills with exceptional attention to detail., • Highly organized with the ability to work independently and manage competing priorities., • Experience with payroll processing and payroll tax is a plus. Compensation & Benefits • Base Salary: $75,000–$90,000 (depending on experience and qualifications), • Additional Compensation: Discretionary bonus, • Benefits: Comprehensive benefits package including Medical, Dental, Vision and paid time off Employment Type: Full-Time, Non-Exempt This opportunity does not provide sponsorship. Only those authorized to work in the US without sponsorship needs now or in the future will be considered. Thank you!

Job Description Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: • Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:, • Wealth Enhancement, • Cash Flow Planning, • Education Planning, • Asset Management, • Lending Solutions, • Life Insurance, • Family Meetings, • Health Insurance, • Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service, • Be main point of contact for clients and their trusted advisors, • Internally lead the preparation of all prospect proposals and client review presentations, • Participate in all client review meetings and present/discuss advanced planning topics, • Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed, • Prepare proprietary reports for clients on an individualized basis, • Assist Financial Planning Department with cash flow modeling for clients, • Build strong relationships with assigned client families Required Qualifications: • Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA, • Series 63, 65, and/or 66, • Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance, • Knowledge on fundamental estate planning tools and techniques, • Knowledge on fundamental asset management tools and techniques, • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences, • Excellent time management skills and follow-through, • The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc., • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction, • Exceptionally high emotional intelligence, personal integrity, and accountability, • Enthusiasm and aptitude for learning, • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: • Experience providing advice or guidance to privately held business owners/families, • CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred, • Life and Disability Insurance license, • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: • Full-time position / exempt status, • Competitive salary and incentive bonus structure, • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k), • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 3% of your annual pay, • Paid Time Off: Starting at 15 days per year, with PTO accrual program., • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs., • Parking available, • Wellness reimbursement, • Regular team off-sites, events, including an annual team retreat, • Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $88,000-$150,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you! As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact on other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Advisor: • Work with a high-performing & growth-orientated team., • Provide technical and financial support to clients and Lead Advisors, • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households, • Some focus on weekly business development/referrals, • Manage ongoing client service while taking on new clients, • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day, • Grow yourself personally and professionally with the support of your team and leadership, • 5+ years’ proven experience as an advisor in wealth management, • Bachelor’s Degree and Certified Financial Planner designation, • Excellent attention to detail, multi-tasking, and time management skills, • Ability to begin taking on clients immediately, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients Location: This position is a hybrid position based out of our Seattle/Bellevue office. Salary: Base Salary: $120,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects, too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job DescriptionSalary: $130,000 - $140,000 Per Year BOE About Sound Planning Group SPG is more than just a financial services firmwere a dynamic team of innovators dedicated to transforming the retirement planning experience. Nestled in the vibrant Totem Lake area of Kirkland, our firm specializes in guiding clients through retirement with clarity and confidence. SPG culture is built on the principles of unreasonable hospitality, collaboration, adaptability, and critical thinking, with each team member playing a vital role in solving complex challenges. The challenge that excites us the most is creating experiences for our employees and clients that demonstrate the power of giving people more than they expect. We want the experiences that our team provides to be one size fits one. We pride ourselves on being a close-knit team of sharp thinkers who embrace fresh ideas, value collaboration, and foster an environment where every voice matters. Our clients are as unique as their dreams, but they all share a common goal: partnering with a trusted team that puts their well-being above all else. Join SPG, where innovative thinking meets genuine care, and help us make a lasting impactone retirement at a time. See our team! Click the link: About the Role You are a relationship champion. You take care of clients like they are family. You are someone who thrives in an environment full of friendly, informal interactions and values building warm, genuine connections with others. We are seeking an outgoing, approachable individual who is energized by meaningful engagement with others. If you have a selfless, empathetic nature and find joy in supporting others, this role may be perfect for you. In this position, your primary focus will be fostering relationships over time by maintaining a stable and patient presence. While the work involves spending much of your day in one place, it offers the flexibility to interact freely without rigid rules or competitive pressures. You will excel if you enjoy consistency, stability, and working in an environment that prioritizes collaboration and teamwork. As a Relationship Manager, you will • Develop, manage, and retain strong client relationships by serving our clients with excellence and sincerity., • Collaborate with other Advisors as part of our clients relationship management team., • Critically analyze client financial circumstances to discover needs and determine solutions., • Utilize financial planning software tools and perform cash flow analysis, create social security and retirement income plans, determine annuity and investment allocations, and evaluate tax savings strategies., • Present and implement customized financial plans., • Work with clients to facilitate account transfers for 401K rollovers and Roth conversions., • Organize meeting notes and convert information into intelligible, actionable data in CRM & related software., • Experienced: 5+ years of experience in financial planning with proven customer relationship management skills, • Vacation: 3 weeks/1st year (4 weeks thereafter); rollover or cash out up to 40 hours per year of your balance upon your anniversary hire date!, • Insurance: 100% Employee coverage for medical, dental, vision, life, ADD&D, LTD

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans, • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skills, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Compensation:, • Pay: $95,000 - $140,000 per year

Job DescriptionBenaiah Consulting Group has been engaged to help one of the most progressive-minded, forward-thinking CPA firms we've worked with over the last five years build out what is already a highly successful Client Accounting Advisory Services (CAAS) division. This firm combines the resources, reputation and legacy of a three-decade-old leader in their market, coupled with the energy, flexibility and vision of a start-up mindset. Why This Role Stands Out Our client is a well-established, people-first CPA firm with a growing CAS (Client Accounting Services) practice that’s ready for its next leap forward. With almost $2M in current annual revenue, a dedicated client base, and firmwide support, they’re looking for a leader who can transform this practice into a true Business Advisory Group that will be a cornerstone of strategic growth for the firm over the next decade. This is not just another accounting leadership role. It’s a chance to build something lasting. For the right candidate, the path doesn’t stop at Director — it leads directly to partnership. What You’ll Do * Lead, mentor, and inspire a team of 11+ professionals, raising the bar for performance and growth. * Redesign processes for scalability and profitability, moving from hourly billing to value-based/fixed-fee engagements and MRR for their monthly clients. * Drive adoption of accounting technology and AI tools, proactively delivering solutions before clients even ask. * Partner with business owners ranging from start-up/pre-investment entities to $25M+ growth-focused businesses translating financials into real-world strategies and actionable insights. * Manage a range of engagements from outsourced accounting to monthly close/review to high-value advisory. * Collaborate with firm leadership to expand offerings, grow client relationships, and increase market visibility. What We’re Looking For * Proven leadership in public accounting, outsourced accounting, or advisory services. * Strong people manager who can coach, inspire, and empower teams to achieve at their highest level * Comfortable with technology, AI, and driving change in accounting workflows. * A client-facing professional who thrives on relationships and delivering strategy, not just reports. * Tax and/or multidisciplinary experience in small to mid-sized firms is highly valued. * CPA or equivalent designation preferred. What’s In It For You * Competitive Base: $140K–$160K+ based on experience. * Performance Incentives: Compensation tied to practice growth and profitability * Partnership Path: Genuine opportunity for the right candidate. * Culture That Cares: A people-first firm where leadership matters and your voice is heard. If you’re ready to take your CAS expertise to a new level — leading with autonomy, building trusted client relationships, and scaling a practice with strong support — this is the kind of opportunity that doesn’t come around often

Job Description Client Advisor Seattle, WA Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Responsibilities: • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy., • Draft and deliver customized reports, planning materials, and meeting presentations for clients., • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility., • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies., • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment., • A working knowledge of estate structures, asset management approaches, and advanced planning techniques., • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred., • Clear communicator with the ability to simplify complex ideas., • Organized, detail-oriented, and comfortable juggling multiple priorities., • Salary range: $88,000 – $150,000, plus discretionary bonus., • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match., • Paid time off starting at 15 days annually, plus holidays., • Support for licenses, certifications, and ongoing professional development., • Team culture that values collaboration, personal growth, and community involvement.

Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per week in office; this team is currently in office Tuesday and Wednesday. Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Specific responsibilities include: • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Scheduling and organizing client meetings and proactively preparing meeting materials, • Coordinating the new client onboarding process:, • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access, • Updating cost basis, tracking required minimum distributions, reconciling account information, • Sending and receiving documents to clients, their advisors, and investment custodians, • Entering and maintaining client data and activity notes in our CRM system, • Customer service experience and the desire to provide superior client service in a team-oriented environment, • A Bachelor's degree (finance or related focus is preferred), • Interest in building a career in the wealth management industry, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Excellent communication skills, including writing business correspondence with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement and mentoring program, • Parking: heavily subsidized parking or transit pass, • Wellness reimbursement, • Paid sabbaticals and anniversary bonuses Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description Client Service Associate Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture. About the Role We’re seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. The role is highly transactional and requires a strong understanding of custodial operations, money movement, and client account administration. This is not a call-center position-- it’s a high-touch, relationship-driven role supporting clients with $10M+ in investable assets. The ideal candidate thrives in a fast-paced environment, takes initiative, and delivers exceptional service with polish and precision. Responsibilities • Partner with advisors and client service teams to provide day-to-day operational and servicing support for UHNW clients., • Open and maintain accounts across multiple custodians; prepare new account paperwork, contracts, and subscription agreements., • Manage daily cash and security movements, including deposits, withdrawals, wires, gifts, and journals., • Coordinate closely with internal operations teams to ensure timely and accurate trade execution and processing., • Perform account maintenance, reconciliation, and data accuracy checks within internal systems (Salesforce proficiency preferred)., • Monitor workflows, troubleshoot issues, and ensure proper documentation and compliance procedures are followed., • Communicate directly with clients and custodians via phone and email in a professional, polished manner., • Assist with portfolio rebalancing, billing reviews, and report preparation. Qualifications • Bachelor’s degree in Finance, Business, or related field., • 5+ years of experience in wealth management, private banking, or financial services client support. Preference given to candidates with UHNW experience., • Demonstrated experience handling money movement, trading, or custodial transactions., • Familiarity with Schwab, Fidelity, or similar custodial platforms strongly preferred., • Exceptional attention to detail and organizational skills in a fast-paced setting., • Strong communication skills — able to correspond confidently with both clients and internal stakeholders. Required Skills • Strong understanding of custodial operations., • Ability to manage high-touch client relationships., • Proficiency in Salesforce and other relevant software. Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development within client service or advisory paths.

Job DescriptionAssociate Wealth Planner The Simmons Group - Seattle, WA The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients’ expectations. The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned financial advisory group. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills. To be successful in the Associate Wealth Planner role, candidates must be detail oriented, organized, and have an analytical mindset. This position will work on-site full-time in our Seattle office. At The Simmons Group, we believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. This opportunity provides excellent potential for career advancement within our team. Some of the Key Responsibilities of the Associate Wealth Planner: • Support the financial advisors and consultants through the financial planning process, • Collaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planning, • Conduct research and analysis on investment opportunities, asset allocation strategies, and financial products, • Prepare client deliverables and meeting materials as needed, • Gather and organize client data and financial information to support the development of comprehensive financial plans, • Ensure compliance with firm policies and regulations, • Stay up to date with tax law changes, investment strategies, and financial planning trends, • Develop and maintain a foundational understanding of financial planning, investments, insurance, and financial markets to support client solutions and planning strategiesWhat the successful Associate Wealth Planner will have:, • Bachelor’s degree in Finance, Economics, Accounting, Business, or related field required, • 0–3 years of experience in wealth management, financial planning, or investment research, • Knowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategy, and their role in supporting a client’s long-term financial goals, • Series 7 (or willing to attain in the first 6 months of employment), • Series 65/66 (or willing to attain in the first 6 months off employment), • CERTIFIED FINANCIAL PLANNER®, • Proficiency in Microsoft Excel, • Ability to multi-task and manage competing demands; proven organizational and prioritizing abilities, • Self-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peers, • Dependable, trustworthy, and dedicated, • Maintain a professional appearance, address clients in a friendly, sincere, and professional manner, • Detail oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistentlyCompensation Range:, • $80,000 to $120,000 annually, DOEBenefits:, • Medical, Dental and Vision plans, • Health Savings Account (HSA), • Short Term Disability plan (STD), • Long Term Disability plan (LTD), • Employee Assistance Program (EAP), • Flexible Spending Account (FSA), • 401k Retirement Plan, • Commuter Benefit, • Paid Time Off, • Paid Holidays To learn more, please visit: The Simmons Group has partnered with All Things HR, an external HR consulting company, to assist with their recruitment process. If you would like to be a part of this dynamic team, please apply today! Our company provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Powered by JazzHR OP6XSJD5N2

About Basel Capital: Basel Capital is a boutique private equity real estate investment firm with a distinguished track record in global investments and deep expertise in local markets. As a leading real estate developer in the U.S., we deliver a comprehensive “One-Stop-Shop” experience to investors, driving innovative and high-quality real estate solutions. Join our leadership team to shape transformative development projects in the vibrant Greater Seattle Area. Role Overview: We are seeking an experienced Vice President of Development to lead and oversee the full lifecycle of real estate development across our project portfolio in the Greater Seattle Area. This senior leadership role is responsible for land acquisition, feasibility analysis, entitlement, financial structuring, design coordination, and execution oversight, ensuring that each project aligns with Basel Capital’s investment vision and performance standards. Key Responsibilities: • Develop and execute strategic development plans for residential and mixed-use projects, ensuring alignment with corporate growth goals., • Lead all phases of the development cycle, including site identification, due diligence, entitlement, permitting, design management, and project handoff to construction teams., • Conduct feasibility studies, financial modeling, and market analyses to guide investment decisions., • Oversee project budgets, financial performance, and risk assessments, ensuring strong ROI and adherence to underwriting assumptions., • Collaborate closely with architects, engineers, land-use attorneys, consultants, and local authorities to secure approvals and maintain regulatory compliance., • Drive design innovation to enhance architectural quality, sustainability, and long-term asset value., • Negotiate contracts with consultants, service providers, and land sellers to ensure favorable terms and operational efficiency., • Provide leadership and guidance to internal teams and external partners, fostering a culture of accountability and excellence., • Deliver comprehensive presentations and regular updates to senior leadership, investors, and external stakeholders on development progress and strategic initiatives. Qualifications: • 10+ years of progressive experience in real estate development, including entitlement, planning, and financial analysis., • At least 5 years in a senior development leadership role (e.g., Development Director, VP of Development)., • Proven expertise in managing full-cycle development of large-scale residential, commercial, or mixed-use projects., • Strong financial and analytical skills, including proficiency in underwriting, feasibility modeling, and deal structuring., • Exceptional leadership, communication, and negotiation capabilities., • Ability to work full-time on-site in the Greater Seattle Area., • Bachelor’s degree in Real Estate, Urban Planning, Architecture, Construction Management, or a related field (Master’s degree or MBA preferred)., • Experience working within a real estate development or private equity firm is highly desirable., • Proficiency with development and project management software (e.g., Procore, MS Project, Argus, Bluebeam)., • Fluency in Mandarin or Cantonese is a plus, given our global investment partnerships. Why Join Basel Capital? • Lead high-impact development initiatives with a fast-growing, innovative real estate developer., • Shape transformative projects in one of the most dynamic real estate markets in the U.S., • Collaborate with a dedicated leadership team committed to excellence and investor success., • Competitive salary, performance-based bonuses, and comprehensive benefits package.

At SRM, we’re more than developers — we’re community builders. As a full-service real estate development, construction, and investment firm, we specialize in multi-family, senior housing, affordable, and mixed-use projects that bring lasting value to residents and neighborhoods across the Western United States. SRM is seeking a motivated, customer-centric Property Manager to lead a 135-unit multifamily affordable community. You’ll oversee daily operations, team leadership, leasing, resident relations, maintenance coordination, and financial performance while driving compliance, efficiency, and an exceptional living experience. Job Duties & Responsibilities Leadership & Team Management • Manage rent collection, accounting tasks, accounts payable, and utility/rentable item charges., • Prepare and manage the operating budget, control expenses, and complete required property-level reporting for leadership., • Drive leasing, marketing, promotions, pricing, and social media efforts., • Provide exceptional service, resolve resident concerns, and oversee renewals and retention strategies., • Ensure compliance with company policies, regulatory requirements, and tax credit programs., • Maintain accurate resident and property data in Yardi and support required reporting., • Oversee maintenance, work orders, unit turns, preventive maintenance, and capital projects., • Ensure timely, high-quality operations and effective collaboration with the Maintenance team. Required Skills & Experience • 5+ years of property management experience with supervisory responsibilities., • Proven experience managing multifamily communities, including affordable housing compliance., • Strong background in accounting, budgeting, financial reporting, and operational oversight., • Demonstrated success in leasing, marketing, occupancy management, and resident relations., • Proficiency in Yardi and Microsoft Office Suite., • Strong written and verbal communication skills., • Ability to be on call for after-hours needs or emergencies. Preferred Skills & Experience • Bachelor’s degree in Business, Real Estate, or related field., • Experience with HUD, fair housing, Section 8, and tax credit programs., • ARM (Accredited Residential Manager) or CPM (Certified Property Manager) certification. Physical Requirements: This position is an office-based role that will require frequent sitting and computer use. This position may require occasional lifting of office materials up to 25 pounds and the ability to conduct property inspections, including climbing stairs and walking the grounds. Travel: 0-10% The base salary for this position in the Greater Seattle area is $94,100 - $109,900. SRM offers a comprehensive benefits package that includes medical, dental, and vision coverage, paid time off, a retirement savings plan, and professional development opportunities. SRM is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, sexual orientation, age, marital status, religion, disability, or protected veteran status.

About Legacy Partners: Legacy Partners is a privately held real estate firm that owns, develops, and manages multifamily communities throughout the United States. Since 1968, we have developed more than 78,000 apartment homes and have worked with some of the world’s largest financial institutions, life insurance companies, and real estate companies. In addition to development, Legacy Partners provides management services for our own portfolio and other owners. Combined, we manage a portfolio of over 50 multifamily communities with more than 12,000 apartment homes with a gross value in excess of $3 billion. Job Summary: A detail-oriented, motivated self-starter to perform clerical and administrative duties in support of the Senior Managing Director and the Pacific Northwest development team. This role will also provide exposure to the full development life cycle. Key Responsibilities: • Manage accounts payable, construction draws, and immediate disbursements for regional offices and development projects using Nexus/Yardi., • Prepare, proofread, and organize legal and confidential documents, including contracts, confidentiality agreements, and letters of intent., • Collect, track, and distribute due diligence information, reports, and data for acquisitions, dispositions, litigation, and investment memorandums., • Conduct market research and assist in preparing reports, presentation materials, and PowerPoint decks., • Schedule and coordinate meetings, conference calls, programs, and events, including logistics, invitations, speakers, and budgets., • Maintain hard copy and electronic filing systems for in-house and off-site storage., • Prepare and submit expense reports., • Coordinate office equipment maintenance and IT troubleshooting with MIS team., • Support new development projects as needed and assist Senior Managing, • Director with Partner Book schedules and budgets., • Participate in bi-weekly staff calls and manage contingency logs and reports., • Set up new vendors, consultants, and contracts in the system. This job description is not intended to be all–inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required. This job description does not constitute a written or implied contract of employment. Salary Range: $85,000 to $95,000 Additional Compensation: Many factors go into determining employee pay within the posted range, including business requirements, prior experience, current skills, and geographical location. In addition to the base salary, this role may be eligible to participate in a bi-weekly, monthly, quarterly, or annual bonus program based on individual and company performance. Summary of Benefits*: Comprehensive Health Coverage—Medical, dental, vision, long-term disability, group life, and accidental death and dismemberment insurance. A Health Savings Account (HSA) with employer match is available for those enrolled in medical coverage. Benefits are offered for employees with a regular work schedule of 30+ hours per week. Paid Sick Leave – 1 hour accrued per 30 hours worked (max 120 hours). Vacation Time – Accrued based on hours worked (up to 120 hours in the first five years), with additional accrual over time. 10 Paid Holidays Per Year Paid Jury Duty & Bereavement Leave 401(k) with Company Match – Eligible after 90 days of employment with employer contribution. Special Perks & Recognition – Anniversary rewards and sail-away days. Pay Type Salary Hiring Min Rate 85,000 USD Hiring Max Rate • 95,000 USD Please forward all resumes to Parker Nicholson at

About Basel Capital Basel Capital is a boutique private equity real estate investment firm with a strong track record in global real estate development and investment. As a leading developer in the U.S., we deliver high-quality residential and mixed-use communities supported by exceptional service and an investor-focused philosophy. We are expanding our operations and seeking a Development Assistant who will play a key coordinating and administrative role supporting multiple internal departments and external partners. Role Overview The Development Assistant will provide essential administrative, financial coordination, and interdepartmental support to the Development, Finance, Legal, and Office Administration teams. This role emphasizes cross-department communication, supporting financial workflows, and liaison duties with lenders, attorneys, government agencies, general construction, sales and marketing—rather than on-site construction tasks. Ideal for candidates with 1–2 years of experience in real estate development, finance coordination, office administration, or project support roles. Key Responsibilities 1. Financial & Administrative Support • Assist the Finance Department with basic budget tracking, invoice logging, payment coordination, and internal financial documentation., • Support preparation of lender packages, draw requests, cost reports, and financial summaries., • Organize documents for audits, compliance checks, and lender or investor reporting. 2. Interdepartmental Coordination • Serve as an administrative bridge across Development, Construction, Finance, Legal, and Office Administration teams., • Help schedule meetings, prepare agendas, record minutes, and follow up on action items., • Maintain organized digital filing systems for development, legal, and financial records. 3. Communication With External Stakeholders • Coordinate communication with banks/lenders, ensuring timely submission of required documents, updates, and compliance items., • Assist with communication and documentation exchange with legal counsel, including contracts, permits, notices, and case-related files., • Support interactions with government agencies (city, county, permitting departments) regarding submissions, status updates, and required forms., • Liaise with builders, consultants, and vendors for administrative matters, document collection, and scheduling. 4. Compliance, Documentation & Reporting • Track status of permits, approvals, government filings, lender submissions, and legal items., • Prepare summaries, status updates, and internal reports for management., • Assist in collecting due-diligence documentation for acquisitions, financing, and entitlement processes. 5. Office & Project Administration • Support day-to-day administrative operations including scanning, filing, scheduling, and organizing project documentation., • Assist with procurement of office or project-related supplies as needed., • Provide bilingual (English/Mandarin) communication support when required. Qualifications • 2-3 years of experience in real estate development, finance coordination, office administration, or project support., • Bachelor’s degree in Business, Finance, Real Estate, Construction Management, Accounting or related fields preferred., • Strong organizational skills and the ability to coordinate multiple tasks simultaneously., • Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with project management tools preferred., • Strong communication skills with the ability to interact professionally with lenders, attorneys, government agencies, and internal teams., • Detail-oriented, proactive, and able to work independently., • Mandarin proficiency is a plus, but not required. Why Join Us? • Significant exposure to financing, development operations, and interdepartmental workflows., • Opportunity to grow within a fast-paced real estate development company., • Direct collaboration with senior leadership and key external partners (banks, law firms, consultants)., • Competitive salary and full benefits package.

Client/Wealth Advisor – Seattle, WA Represented by Addison Group | Wealth Management Firm Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Responsibilities: • Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies., • Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance., • Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement., • Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions., • Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance., • Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients., • Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making., • Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks., • Prepare and present financial plans, investment proposals, and performance reviews., • Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring. Qualifications: • Minimum 3 years of experience in public accounting., • CPA license highly preferred; CFP or progress toward certification a plus., • Strong understanding of financial statements, cash flow, investment principles, and tax concepts., • Excellent interpersonal, analytical, and communication skills with a client-first mindset., • Bachelor’s degree in Accounting, Finance, or a related field. Our client offers: $120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays. • Hybrid in-office schedule. Downtown Seattle.

Job Description Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you! As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am - 4:00pm minus lunch. Specific responsibilities include: • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly., • Serving as a primary point of contact with clients, • Partnering with custodians/investment managers, • Overseeing the gathering of client information and managing data integrity, • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner, • Preparing meeting summaries, • Creating and managing post-meeting action items, • Wealth Planning: Assisting the team's Wealth Managers in producing financial plans, • Client Onboarding: Overseeing and coordinating the new client onboarding process, • Serve as a Resource/Mentor for CSAs:, • Delegating tasks to Client Service Associates, • Handling overflow money movement requests when CSAs are busy or absent, • 2+ years of client service experience in the wealth management industry, • A Bachelor's degree (finance or related focus is preferred), • Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18 months (at Coldstream's expense), • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus, • Excellent communication skills, including writing business correspondence with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage tasks independently, • Excellent reliability Benefits: Why Coldstream? • Career Development: We invest in your future, with abundant opportunities for professional growth and multiple career paths to choose from., • Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement and mentoring program, • Parking: heavily subsidized parking or free transit pass, • Wellness reimbursement, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description *The permanent work location will be within close proximity to the posted location. GENERAL FUNCTION / SUMMARY As a Regional External Specialist, your primary objective is to provide unwavering support internally and externally to our life insurance agents to promote our All-in-One financial services. You will serve as their trusted resource, empowering agents with the tools and guidance necessary to excel in their roles. Your main roles include recruiting agents, providing ongoing development and support. Your mission is to ensure our agents deliver exceptional service to their clients, navigating them through their financial journey with expertise and care. MAJOR DUTIES AND RESPONSIBILITIES • Promote our All-in-One service platform for insurance agents and financial professionals as part of recruiting efforts., • Approach potential prospects with outreach activities including cold calls, marketing events, and in-person visits to recruit agents and financial professionals., • Serve as a point of contact to build business relationships and participate in various events, set up booths, and distribute promotion materials., • Analyze product performance to assist agents in meeting clients' financial needs and optimizing their goals., • Educate agents on new concepts in retirement preparation and wealth transition through financial planning., • Support affiliated life agents with insurance sales and transactions, including scheduling medical exams and collecting insured data., • Attend regular training sessions to stay updated on product knowledge across all insurance carriers., • Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the regional office. BASIC QUALIFICATIONS • Licensing in Life, Health, and Accident Insurance is preferred. New hires must obtain proper licensing within the first 90 days., • Bilingual in English and Chinese., • Minimum of 3~5 years of experience in sales, recruiting, networking, cold calling, or business promoting activities., • Local and out-of-state traveling is required to attend events and visit potential prospects., • Ability to work on weekends i.e., once a month to support local seminars and events., • Ability to thrive in a fast-paced environment, with a career-oriented mindset, professional etiquette, and a positive learning attitude with a growth mindset. OPPORTUNITIES FOR GROWTH Experienced External Specialists may advance to the Regional Director and lead a branch. Regional Director • Manage office operations within the stationed region., • Oversee office production and development., • Supervise Regional Internal and External Specialists., • Motivate and enhance existing agent productivity., • Oversee the entire region, including all offices within it., • Responsible for overall production and development., • Supervise Regional Directors, External Specialists, and Internal Specialists. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • Pay starts at 21.92 ~ 28.85 based on experience.

Job DescriptionCompany Description Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses. Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit: . Job Description What You Will Do * Serve as the primary point of contact for a portfolio of Acumatica customers, ensuring their success and satisfaction throughout the customer lifecycle. * Drive adoption of Acumatica solutions, helping customers achieve their business goals and maximize ROI. * Achieve world-class NPS/CSAT scores, retention, churn and contraction mitigation, renewals, and expansion goals via effective and proactive account management. * Conduct regular business reviews (QBRs/ABRs) to assess progress, identify opportunities, and align strategic objectives. * Own and manage customer escalations, coordinating across departments to ensure timely and effective resolution. * Provide guidance on product features, policies, and licensing questions. * Act as a trusted advisor, sharing best practices and insights to help customers optimize their use of Acumatica. * Contribute to Customer Success best practices and continuously improve processes to enhance customer experience. Qualifications Requirements * 5+ years of SaaS or ERP experience, preferably in Customer Success, Account Management, Implementation, or Support roles. * Located in the USA. * Excellent oral and written communication skills with a frictionless, professional style. * Ability to work efficiently and effectively in a remote/distributed environment. * Strong listening and problem-solving skills; able to build consensus and de-escalate tense situations. * Experience managing high-stakes accounts, subscription renewals, churn/contraction mitigation, and expansion. * Passion for driving customer satisfaction and making sound business decisions. * Quick learner who enjoys mastering new software, processes, and policies—and sharing that knowledge. * Resourceful, self-directed, detail-oriented, and highly organized. * Comfortable interacting with C-Level executives at mid-market and enterprise companies. * Ability to prioritize effectively and manage diverse workloads in a dynamic, fast-paced environment. * Team player committed to contributing to the overall success of the team. Additional Information Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail . This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. For this role, the salary range is $100,000-120,000 annually. This range represents the low and high end of the salary range for this job and may vary based on location. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and other relevant elements. At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee’s role.

Job DescriptionSalary: COMPANY OVERVIEW Cercano Management LLC (Cercano) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices in Wayzata, MN, Atlanta GA and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis. POSITION MISSION We are seeking a Private Client Relationship Associate, a perfectly suited role for individuals who excel at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing position, you will work closely with portfolio managers, advisors, and clients external professionals to deliver a seamless, high-touch experience, particularly for complex, multi-generational families and family offices. If you are detail-oriented, client-focused, and eager to advance your career within a firm recognized for its long-term performance and collaborative culture, we invite you to consider this opportunity. ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service & Operations Excellence • Demonstrate expertise in client service operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight, • Lead the onboarding of new clients by managing account and service implementation, • Ensure that all onboarding actionssuch as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementationare completed with accuracy and attention to detail, • Cultivate and maintain strong, long-term relationships with clients by providing attentive, high-touch service and proactively addressing their needs, • Engage and collaborate with peers to discuss and enhance client communication, streamline processes, and promote best practices across the team, • Work alongside Portfolio Management, Strategic Advisory, and Operations teams to deliver a unified, high-quality client service experience, • Review and interpret complex documentation related to account structures, trusts, LLCs, and FLPs, • Coordinate gifting activities, including cash and in-kind gifts, and produce necessary documentation such as gift letters and Crummey notices, • Understand advisory fee calculations and ensure the correct implementation of fee arrangements for each client, • Coordinate and attend client meetings which drive client experiences; including putting together agendas and materials to assist the advisor to represent the full scope of services, • Collect, analyze, and maintain data within CRM and other firm systems; ensure ongoing data integrity for our clients and prospects, • Oversee financial/portfolio transaction requests to include capital calls, distributions, and trades to confirm for accuracy QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, experience, skill, and/or ability Required • Minimum of three years of client service experience in the financial services sector, • Ability to handle confidential information with discretion and integrity, • Demonstrated capability to manage multiple client service functions, supported by strong organizational and project management skills, • Exceptional communication and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences, • Proven skill in establishing rapport and trust with clients and their external advisors, • A proactive mindset with a dedication to continuous improvement and team collaboration, • Highly organized approach and attention to detail, • Excellent verbal and written communication skills, • Proficiency in using systems and processes to enhance efficiency and accuracy Preferred • Experience working with a CRM system, • Experience working with Schwab Advisory Service Computer skills • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and MS Outlook required Education/experience/certifications • Enrollment in or completion of the Certified Financial Planner program is a plus SALARY RANGE: $90,000 -$120,000 on an annual basis SALARY DETAILS: Pay will be based on multiple factors, including, and not limited to location, relevant experience/level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate TOTAL REWARDS: Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is seeking a Registered Regional Operations Manager to join Private Client Division in our Pacific Northwest Region. This position will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Managers in their region. The candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities: • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $80,000.00 - $125,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year. Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors. Qualifications:•High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus•Effective communication skills both verbal and written•Proven analytical ability and detail orientation with ability to manage client and firm priorities•Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software•Ability to maintain client confidentiality•Ability to work effectively as part of a team•Ability to maintain regular, predictable attendance; ability to work overtime if needed Duties: •Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.•Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.•Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.•Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.•Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits. •Comply with all policies related to the management of unique assets held within assigned accounts.•Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.•Perform any other duties and special projects as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave•Paid holidays•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionJob DescriptionOpen to Boston, Chicago, Denver, Houston, Los Angeles, New York, San Francisco, Seattle, Silicon Valley, or Washington, DC offices.Our client, an Am Law 50 firm, is seeking a Life Sciences & Healthcare Regulatory Associate to join its nationally recognized practice. The group provides comprehensive support to clients across the life sciences and healthcare industries, including global enterprises and emerging developers of drugs, biologics, medical devices, diagnostics, foods/dietary supplements, and cosmetics, as well as hospitals, health systems, laboratories, trade organizations, and research institutions.The team takes an interdisciplinary approach, offering associates the opportunity to collaborate closely with attorneys in litigation, transactions, IP, and other practice areas, with strong investment in training and mentoring.Qualifications:3 to 5 years of experience (3rd to 5th year law school grads ONLY) in healthcare law.Experience representing hospitals, health systems, providers, and suppliers preferred.Strong research, writing, and analytical skills.Ability to work both independently and collaboratively.Excellent academic credentials and references.Must be licensed, or eligible for licensure, in the jurisdiction of application.This is an outstanding opportunity to work with a market-leading practice on cutting-edge healthcare and life sciences regulatory matters.

Job Description Top 50 AmLaw firm seeks an associate to join its Business & Tax Practice Group in any of their San Francisco, Los Angeles, Seattle, or Portland offices. Qualified candidates must have a minimum of 3 years of experience in the areas of emerging company work, venture capital and growth capital investment transactions, mergers and acquisitions, and/or general corporate law. Candidates must have strong academic credentials, writing and drafting skills, excellent interpersonal skills, and be team players.

Job Description Real Estate Development Associate Kirkland, WA A commercial real estate owner, developer, and investment firm is looking for a highly motivated individual to join their team as a Development Associate. This person will report to the Development Manager and is expected to coordinate and support multiple ground-up development projects and capital improvements on existing properties across the West Coast. The ideal candidate will have a minimum of five years of experience working in civil engineering, construction, or commercial real estate development. This individual will have a key role in driving projects forward through each phase of the entire development lifecycle and ensuring financial goals and project milestones are achieved. The position will also support the Managing Director in evaluating potential development land opportunities. Development Associate Responsibilities: • Manage the Solar and early Utility design and approval process from start to finish., • With assistance from Construction Manager, manage the Solar and early Utility construction process from start to finish., • Manage the consultants and prepare submittals for certain agencies (solar, dry utility, water district, etc.)., • Evaluate project design alternatives and their impact on the project schedule and budget., • Coordinate with Construction Manager to complete one-off construction items., • Assists in market and zoning research and feasibility analysis for new land pursuits., • Assist with the development of massing studies and initial site plan concepts., • Take lead role with coordinating preliminary site due diligence (geotechnical, environmental, etc.), • Solicit contract proposals as assigned by the Development Manager., • Understand and prepare for the pre-application process with Authority Having Jurisdiction., • Ability to assist with preliminary cost estimate preparation., • Excellent interpersonal skills, strong organizational and communication skills., • Possess strong attention to detail, and the ability to prioritize and be flexible in a fast-paced environment with competing priorities., • Ability to work effectively in situations where the process is unknown but the goal is identified., • Ability to take on smaller scopes of work with minor oversight., • Ability to deal with a variety of different stakeholders to meet project objectives., • Basic understanding of the development life cycle (design process, entitlements, construction, operations)., • Strong working knowledge of Microsoft Office, Bluebeam, Procore, MS Project/Smartsheet., • Ability to work with internal and external teams., • BA/BS in Civil Engineering, Land Planning, or Construction Management., • Generous compensation which includes base salary, annual target bonus at 20% of salary., • 100% of employee premiums for medical, dental, and vision are covered., • Vacation and holidays, including 1 floating holiday.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend are seeking an experienced Mechanical Construction Estimator to join our team. The ideal candidate will provide detailed and accurate cost estimates for mechanical systems in construction projects, ensuring effective cost management and project success. Responsibilities: • Prepare detailed and accurate cost estimates for mechanical systems in construction projects., • Review project plans and specifications to determine scope of work and required materials., • Collaborate with project teams to develop comprehensive cost management plans., • Analyze project requirements and provide value engineering options., • Perform cost risk analysis and provide input into value engineering., • Communicate and collaborate with clients, contractors, and other stakeholders., • Utilize industry-specific estimating software and tools to prepare estimates., • Provide estimating advice, guidance, and analysis to project stakeholders., • Maintain up-to-date knowledge of industry-specific estimating processes and methodologies., • Prepare formal estimating reports, including quantity, cost, escalation, and other assumptions and clarifications., • Assist in the development of estimating standards and best practices., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in mechanical engineering, construction management, cost management, quantity surveying, engineering or field related to construction., • Minimum 3-5 years of relevant experience., • Thrives in a client facing role., • Experience supporting large scale construction projects and programs., • Good knowledge of construction industry technical matters, such as value management and value engineering., • Strong communication skills. Additional Information The salary range for this full-time role is $120K-$140K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle, WA branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $70,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job Description Join Tyson & Mendes – Where Insurance Defense Meets Innovation Please note: An active bar license in the State of Washington is required. At Tyson & Mendes, we're more than a national litigation firm—we're a force for change in insurance defense and trial advocacy. Known for our cutting-edge approach and our bold mission to stop Nuclear Verdicts®, we set the standard for results-driven representation across the country. We're growing fast—and looking for sharp, motivated attorneys who want to do meaningful work, win in the courtroom, and be part of a firm that's redefining legal excellence. Why Tyson & Mendes? • Elevate Your Career - We don't just talk about growth—we build it in. Our attorneys benefit from advanced trial training, ongoing mentorship, and clear pathways for advancement. Your success is our investment., • Stability with Momentum - We've achieved national scale while preserving a collaborative, people-first culture. Join a team that values long-term impact over short-term wins., • Diversity Drives Us - We go beyond checking boxes. At Tyson & Mendes, diverse perspectives aren't just welcomed—they're essential. We foster a workplace where all voices are heard, respected, and celebrated., • Work Where You Thrive - Office, home, or hybrid—we offer flexible arrangements designed around performance and balance, not rigid policies. Who You Are You are driven to win and defend justice with integrity, courage, and precision. Strategic and confident in your approach, you navigate complex legal challenges with a clear, defense-minded perspective. You follow the rules while thinking several steps ahead—like any strong litigator should. Passionate about trial work and dedicated to exceptional client service, you strive to make a meaningful impact in every case. You're also eager to grow, collaborate, and contribute to a high-performing legal team that values excellence, inclusion, and innovation. Make Your Move. Be part of something bigger—join Tyson & Mendes and help shape the future of insurance defense. Apply today. We're ready for your best. Responsibilities • Develop compelling case strategies that cut through emotional arguments and drive results, • Set a higher standard—challenge mediocrity and push for excellence in every aspect of your work, • Independently manage court appearances, depositions, motion practice, and trials, • Collaborate seamlessly with attorneys and staff at all experience levels, • Maintain consistent and professional communication with clients, • Build and nurture relationships with existing and prospective clients, • Mentor and provide guidance to junior attorneys, contributing to team growth and success Requirements • Juris Doctor (JD) from an ABA-accredited law school, • Active bar license in the state of Washington, • 3+ years of experience in insurance defense, • 1–8 years of solid litigation experience, including case strategy, depositions, and trial preparation, • Ability to independently manage a full caseload, from discovery through trial, • Familiarity with litigation timekeeping and billing systems, • Proficient in Microsoft Word, Outlook, and PowerPoint, • Self-motivated with strong critical thinking and problem-solving skills, • Excellent written, verbal, and interpersonal communication abilities, • Professional appearance and demeanor Benefits • Transparent, performance-based bonus structure for attorneys and paralegals, • Robust medical, dental, and vision coverage (many options at no cost to employees), • Student loan repayment assistance or 529 college savings plan (full time attorneys), • 401(k) with employer matching, • Paid parental leave, • Flexible vacation policy for attorneys, • Comprehensive in-house training and leadership development opportunities, • Defined pathway to partnership, • Active diversity and inclusion initiatives, including the Women's Initiative and Young Professionals Initiative, • Firm-sponsored charitable giving and volunteer programs, • Frequent social events and off-site gatherings to build team connection, • Employee Assistance Program (EAP) through HealthAdvocate, • Access to Maven family support resources via Blue Shield About Tyson & Mendes Click here to learn more about the Tyson & Mendes Office! (944) The Tyson & Mendes Office - YouTube We're one of the fastest-growing civil defense firms in the country—known for breaking the mold of the traditional law firm. Our dynamic, diverse team of trial attorneys delivers exceptional results, from landmark cases like Howell v. Hamilton Meats to numerous defense verdicts across the nation. But we don't stop at great legal work—we invest in our people. With specialized training in our proven defense methods, clear paths to leadership, and robust professional development, we empower attorneys to grow their careers, build their personal brands, and become leaders in the field. Follow along with the firm on Twitter and LinkedIn, or visit . Equal Opportunity Employer Notice OK, now for the legal copy (we are a law firm, after all). It is Tyson & Mendes' policy to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit-based factors. By the way, if you read all of this, congratulations – we can already tell your attention to detail is exceptional. NOTICE TO APPLICANTS/EMPLOYEES OF TYSON & MENDES: Please take notice that the Firm collects certain information about you. For more information on the Firm's policies, please refer to the document provided here. No recruiters/agencies #li-remote Pay Range$100,000—$145,000 USD

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking a Construction Estimator to join our talented team. The ideal individual will be a good communicator and a team player with a good foundation in cost and estimating. *This is a hybrid opportunity Responsibilities: • Developing cost plans and estimates from concept through detailed design., • Supporting Client land acquisitions., • Delivering and presenting updated cost plans at appropriate design milestones., • Reviewing proposed design changes/new technologies and preparing estimates within appropriate accuracy levels., • Understanding design stages and estimate levels., • Providing commercial input to design optioneering and input into value engineering exercises., • Preparing cash commit forecasts for the construction life cycle., • Working collaboratively with stakeholders in the preparation of estimates/ cost plans., • Analyzing labor markets and cost drivers such as unions & tax., • Supporting our clients with monthly presentations., • Delivering Life Cycle Costing models., • Benchmarking integration to ensure accurate data capture., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering or field related to construction., • Minimum 3-5 years of relevant experience., • Experience working in a construction cost management role such as Estimating, Cost Engineer, Project Engineer, Project Cost Controls etc., • Thrives in a client facing role., • Experience supporting program level cost management for medium or large-scale construction projects., • Good knowledge of construction industry technical matters, such as value management and value engineering., • Strong communication skills. Additional Information The salary range for this full-time role is $110K-$135K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this, we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Primary focus is on the acquisition of new bank client relationships. You will support the assigned market territory and conduct branch visits. In this role you will have the opportunity to: • Actively develop and manage relationships with high value business clients. Promoting and marketing a broad range of bank products and services., • Develop and maintain necessary relationships with line of business partners, commercial relationship managers, branch managers, and related staff to facilitate a team environment and successful delivery of products and services., • Responsible for meeting sales volume and profitability goals, sales activities, and calling goals., • Develop internal and external referral sources through centers of influence, participation in bank events, community activities, and participation in seminars for professional and small business groups., • Understanding all company products and making referrals to other areas as appropriate., • Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps., • Responsible for complying with policies, procedures, security requirements, and government regulations.Education & Certifications, • Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)Experience, • 6 or more years of experience in business banking required Knowledge, Skills and Abilities, • Proven ability to develop business relationships., • Possess strong networking and relationship management skills., • Possess effective presentation and negotiation skills., • Possess a working knowledge and understanding of cash management products and services., • Knowledge of federal and state laws and regulations relating to commercial lending. Travel, • 20%, • Required to support assigned market and conduct branch visitsCompensation & Benefits, • Targeted starting salary range (based on experience): $110,000 annually, • Robust uncapped quarterly incentive plan, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Job Description Are you a financial advisor who's looking for an opportunity to advance your career? At Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities and providing exceptional service to existing client families. Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . The ideal candidate will have broad and deep experience counselling high-net-worth families regarding their entire financial situation, including sophisticated long-term financial planning, investments, estate, tax and cash flow planning, and philanthropic guidance. Your Contributions: • Client relationship development and management: initiating frequent client communication; meeting facilitation, presentation, and education; consulting with clients' other advisors, • Business development: developing leads and referrals; meeting with prospective clients to present proposals; representing the firm at industry events and in the community, • Financial planning: working with clients to create financial plans and coordinate their entire financial situation, including estate planning and tax planning, • Investment management: in conjunction with the team's Portfolio Manager, establishing and planning for each client's goals, objectives, risk tolerance, and cash requirements; monitoring asset allocation and rebalancing needs; creating and implementing investment plans Your Qualifications: • 5-10+ years of experience in financial advisory services, including managing, identifying, building, and developing client relationships, • CFP and 3+ years of experience producing and presenting financial plans, • A Bachelor's degree, • Superior communication skills (written, verbal, listening, and presentation), • Entrepreneurial focus with a strong work ethic, • The desire to provide outstanding, proactive client service in a team-oriented environment, • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, CRM, portfolio management, and financial planning software (Salesforce, Tamarac, and eMoney are preferred) Benefits: Why Coldstream? • Career Development: We invest in your future, with abundant opportunities for professional growth., • Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • New Business Incentive program, • Generous benefits package, • 100% paid premiums for medical/dental/vision, short-term and long-term disability & life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Everyone can purchase equity and become an owner of the firm, • Paid Time Off: 16-26 days per year + 10 holidays + 1 paid day to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement, • Wellness reimbursement, • Parking: heavily subsidized parking space or transit pass, • Anniversary bonuses every 5 years and sabbaticals every 10 years Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards, including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Lenora Capital, Brighton Jones’ private investment team, is an exciting new endeavor that deploys capital across private equity, venture capital, and real estate investment opportunities and also provides consultative support to clients around their individual private investing activities. We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders, and clients. The ideal candidate is intellectually curious, highly analytical, and passionate about building a long-term career in private markets. Take our Values in Action Self-Assessment to see how our values align! Your Role - Lenora Capital Fund: • Source, track, and manage deal flow across private equity and venture capital opportunities., • Coordinate and lead company and market diligence meetings., • Conduct due diligence and financial analysis to evaluate potential investment opportunities., • Perform and present market and competitive analyses to inform investment theses., • Actively support portfolio companies through initiatives such as financial modeling, recruiting, and business development., • Build and maintain a strong network of industry relationships to drive sourcing and insight., • Manage investment data and pipeline activity within the CRM system., • Create Investment Committee materials to facilitate informed decision-making., • Support investor communications through materials such as portfolio updates, investment memos, pipeline reports, and quarterly updates., • Collaborate with the Operations team on capital tracking, legal entity formation, investor statements, capital calls/distributions, and tax reporting.Your Role - Client and Service Team Support, • Partner with Brighton Jones advisors to deliver private investment insights and recommendations tailored to client portfolios., • Review pitch decks, evaluate term sheets, and analyze financial models for client-related investment opportunities., • Contribute to educational and marketing initiatives (e.g., webinars, articles, and white papers) that expand private market knowledge across the firm and our clients., • Support business development and prospecting efforts with private investment expertise., • Mentor and train members of the Personal CFO service teams to enhance firmwide fluency in private markets.Your Experience:, • 2–4 years of experience in investment banking, private equity, venture capital, or management consulting., • Strong financial modeling skills, analytical capabilities, and general business acumen., • Comfortable engaging with clients and executives, translating complex analyses into actionable insights., • Exceptional organization and attention to detail, with the ability to manage multiple priorities across teams., • Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn additional tools and systems., • This role is a full-time, in-office position within a flexible and collaborative work environment., • Series 65 license or CFA Charter a plus, • Undergraduate degree required Compensation:, • Pay: $100,000 - $130,00 per year

Job DescriptionCompany Description Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses. Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit: . Job Description We are looking for a Vice President, Strategic Finance to lead the financial planning, analysis, and decision support that powers Acumatica’s go to market engine and emerging growth initiatives. This role is central to how we understand and drive revenue across VAR Partners and OEMs, Services and Support, Revenue Operations, and it will also anchor the financial leadership for our expanding Payments business and M&A efforts tied to our long-term strategy. As a direct report to the CFO and a key member of the finance leadership team, this leader will operate as an athlete. They will build models, systems, and insights that help Acumatica move faster and make decisions with clarity. They will bring a deep understanding of customer and partner behavior, connect resource allocation to outcomes, and challenge assumptions with a steady and informed point of view. In partnership with the Vice President, FP&A, this role will help integrate FP&A into the business and support data driven decision making at scale. This is a role for someone who isn’t afraid to build, move between detail and strategy with ease, and serve as a true thought partner to senior leadership. The right person will raise the bar for how we operate, lead a high performing team as a player coach, and help shape the next chapter of Acumatica’s growth. Responsibilities: • Build a deep partnership with GTM leaders to understand what drives the business, and help leaders make faster, more informed decisions., • Shape a bottoms-up revenue model that reflects real customer and partner behavior across editions, geographies, and channels, and use it to anticipate trends before they show up in the results., • Bring clarity to performance by turning data into insights and surfacing the second and third order impacts of decisions, tradeoffs, and investments., • Anchor the financial leadership of our Payments business by analyzing adoption, monetization, economics, and investment needs as it scales., • Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes., • Drive the financial side of M&A for opportunities tied to our core strategy, including analysis, modeling, and integration support., • Deliver clear, executive ready materials for monthly reviews, quarterly business updates, and board discussions that connect results to the story of what is happening in the business., • Develop KPIs and dashboards that help the company operate with speed, consistency, and accountability., • Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms., • Lead, hire, and coach a high performing team that operates with ownership, curiosity, and pace, and cultivate a collaborative and inclusive team culture., • Roll up your sleeves when needed, get close to the numbers, and drive work forward without needing direction, while keeping the broader strategy in view., • Partner closely with the VP of FP&A to ensure planning, forecasting, and business performance are tightly connected across the company.Qualifications, • 15+ years of experience in Strategic Finance, FP&A, or corporate finance roles, with significant time supporting or leading GTM finance., • Proven ability to build revenue models, financial frameworks, and analysis from scratch in a high growth, operationally complex environment., • Strong experience partnering with Sales, Marketing, Rev Ops, Customer Success, Services, and Support teams, with a track record of influencing decisions through insight., • Deep expertise in forecasting, financial modeling, scenario analysis, and business case development., • Experience with SaaS or subscription business models, including an understanding of bookings, revenue, retention, partner dynamics, and unit economics., • Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board level stakeholders., • Demonstrated ability to lead and develop high performing teams as a player coach., • Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships., • High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity., • Bachelor’s degree required; MBA or other advanced degree preferred. Additional Information Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail . This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. For this role, the salary range is $250,000-$310,000 annually. This range represents the low and high end of the salary range for this job and may vary based on location. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and other relevant elements. At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee’s role. Benefits/perks listed here may vary depending on the nature of your employment with Acumatica and the country where you work. US-based employees gain access to healthcare benefits (medical, dental and vision insurance for you and your dependents), employer paid Short-Term/Long-Term Disability and Basic life coverage, 401(k) plan with company match, Flexible time off, sick and safe leave, among others.

Job Description About Us Catalyst Labs is a leading talent agency with a specialized vertical in Legal, Regulatory Compliance, and Corporate Governance. We operate deeply inside our clients’ hiring processes not as an external vendor, but as an embedded extension of their executive and in-house legal teams. We collaborate directly with General Counsels, Chief Compliance Officers, Partners, and Heads of Legal across Tier 1 Law firms, VCbacked startups, high-growth technology firms, investment entities, financial institutions, and global corporations and consultancies. Our clients are shaping the next decade of regulatory risk management, data governance, fintech compliance, cross-border structuring, and digital asset regulation. We take pride in facilitating conversations that align with your technical legal expertise, your risk judgment, and your long-term trajectory in an increasingly complex regulatory landscape. This is a general / expression of interest therefore by submitting your CV, you will be considered for upcoming roles with our clients. Locations: Most of our client base is concentrated in California, New York, Washington D.C., London, and select hubs across Europe. Who Can Apply: We are looking for pre / post bar Legal and Compliance professionals with demonstrated experience within reputable law firms, in-house legal departments, regulatory bodies, or top financial/technology institutions. Experience: From early-career associates, compliance analysts, paralegals to senior counsels, leads, and director-level professionals. General Requirements by Role: * Proven experience advising, interpreting, or executing legal and compliance frameworks in live business environments (beyond purely academic or theoretical exposure). * Background in a respected law firm, a top-tier corporate legal team, a regulated financial institution, or a high-caliber compliance function. * Strong understanding of core legal fundamentals such as regulatory interpretation, contract structuring, governance controls, and risk assessment. • Hands-on experience with at least one major area of specialization: Corporate / Commercial * Real Estate * Venture capital / Private equity / M&A * Employment & Labor * Finance / Fintech / Payments Compliance * Regulatory Compliance * Data Privacy (GDPR / CCPA / global privacy) * Securities & Investment Regulation * Digital Assets / Web3 Regulatory (SEC, CFTC, FCA, MAS frameworks) * Anti-Money Laundering / KYC / Sanctions * Internal Investigations / Litigation • Familiarity with modern compliance and legal operations workflows: Policy drafting & governance frameworks * Risk assessment methodologies * Compliance monitoring systems * Contract lifecycle management * Regulatory reporting * Cross-border entity compliance * Experience interacting with regulators, auditors, external counsel, or internal leadership is highly valued. * Professionals with experience in emerging regulatory areas such as AI governance, algorithmic transparency, digital identity, or cybersecurity law are also welcome. * Strong research, drafting, and advisory skills, with the ability to translate complex regulatory obligations into actionable guidance for business teams. * Experience mentoring junior staff, leading cross-functional compliance initiatives, or partnering with executive stakeholders is an advantage. * Candidates with a track record of impactful cases, regulatory submissions, process improvements, policy frameworks, or crisis-management contributions will stand out. Why Work With Us? * Take advantage of strong relationships we’ve built with General Counsels, CCOs, and executive leadership. * Work with recruiters who understand the difference between regulatory interpretation and regulatory implementation. * We prioritize your confidentiality and privacy throughout the recruitment process. * No spamming. * Support refining your resume for the roles we shortlist you for. * Direct communication channels: bypass gatekeepers and speak directly with actual hiring managers and decision-makers. * Insight on compensation structures across jurisdictions, including equity-linked roles, regulatory premium roles, and hybrid legal-compliance leadership tracks.

Job DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide administrative and operational support for an assigned group of Financial Advisors (FAs). The support provided will vary depending on the requirements of the FAs and the branch. The position is required to maintain a high degree of confidentiality with respect to client, FA, branch and company information. In addition, the position may be required to function independently in the FA’s absence and maintain responsibilities of the desk in accordance with branch, firm and regulatory policies and procedures. Qualifications/Requirements:• Successful completion of the FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 63) or Uniform Combined State Law Exam (Series 66) whichever is applicable.• Recommended minimum five years or more relevant experience as a Registered Associate.• Seasoned knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, various retirement plans (IRAs, Simple, Roth) mutual funds, annuities, estate procedures, Rule 144 or restricted securities and cashless stock options.• Familiar with general Company business policies and procedures, as well as back-office operations and securities industry requirements.• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Comparable work experience as a Registered Associate or FA.• Proficient computer skills (strong knowledge of Microsoft Word, Excel and Outlook). • Basic knowledge of taxes and implications.• Solid mathematical aptitude.• Strong organizational and problem solving skills.• Strict attention to detail.• Ability to work independently – a self-starter.• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.• Ability to work in a computerized environment.• Ability to work overtime if needed.• Follow policies and procedures. Maintain client confidentiality.• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.• Ability to maintain regular, predictable attendance. Duties:• Provide professional, courteous customer service to ensure client satisfaction. In some situations, this position may enter solicited trades and contact clients and solicit business on behalf of the FA.• Call current and potential clients with investment ideas and product availability to generate sales and promote goodwill at the direction of the FA. • Research complex problems in client accounts at the request of the client or FA. Follow through until resolved. Notify the FA and/or client of resolution.• Achieve and maintain a solid understanding of all product categories to include managed accounts, complicated retirement accounts and annuities.• Review and maintain all account documentation and information.• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.• Inform FA of all important information and activities related to client accounts and transactions including issues related to client suitability.• Provide professional telephone support for the assigned FA. • Compose and type letters and memoranda in accordance with established policies and procedures.• Assist FA in developing and implementing periodic client mailings to enhance the relationship between the FA, the client and the Senior Registered Associate. • Watch for potential problems. Alert the FA and /or Branch Manager when necessary.• Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.• Understand and utilize the Firm’s desktop systems and applications and the related functionality as it applies to client service and business enhancement.• Perform any other duties and special projects as necessary to include providing assistance and back up for other positions in the branch, serving as a mentor and providing training to less experienced staff. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision• Company 401(k)and ESOP contribution • Generous sick, vacation, and maternity/parental leave• Paid holidays• Professional Development Opportunities• Tuition Reimbursement ($15,000 lifetime cap)• Discounted personal insurance including home, auto and recreational vehicles• Charitable gift-matching program• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $28.85 to $33.65 (per hour based pay off $60,000 to $70,000 equivalent salary), plus incentive compensation opportunities with the potential to generate a total annualized compensation range between $135,000 to $155,000 for the highly qualified candidate. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! The potential base pay hiring range for this role is $28.85 to $33.65 (per hour based pay off $60,000 to $70,000 equivalent salary), plus incentive compensation opportunities with the potential to generate a total annualized compensation range between $135,000 to $155,000 for the highly qualified candidate. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend are seeking an experienced Senior Mechanical Construction Estimator to join our team. The ideal candidate will provide detailed and accurate cost estimates for mechanical systems in construction projects, ensuring effective cost management and project success. Responsibilities: • Prepare detailed and accurate cost estimates for mechanical systems in construction projects., • Review project plans and specifications to determine the scope of work and required materials., • Collaborate with project teams to develop comprehensive cost management plans., • Analyze project requirements and provide value engineering options., • Perform cost risk analysis and provide input into value engineering., • Communicate and collaborate with clients, contractors, and other stakeholders., • Utilize industry-specific estimating software and tools to prepare estimates., • Provide estimating advice, guidance, and analysis to project stakeholders., • Maintain up-to-date knowledge of industry-specific estimating processes and methodologies., • Prepare formal estimating reports, including quantity, cost, escalation, and other assumptions and clarifications., • Assist in the development of estimating standards and best practices., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in mechanical engineering, construction management, cost management, quantity surveying, engineering or field related to construction., • Minimum 5-7 years of relevant experience, • Thrives in a client facing role., • Experience supporting program level cost management for medium or large-scale construction projects., • Good knowledge of construction industry technical matters, such as value management and value engineering ., • Excellent communication skills. Additional Information The salary range for this full-time role is $130K-$165K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description As a Program Coordinator, you will play a vital role in supporting cross-functional projects from planning through execution. You will help ensure timelines, deliverables, and communications are aligned while working closely with project managers, stakeholders, and internal teams. This role is ideal for someone who thrives in fast-paced environments, has strong attention to detail, and is comfortable interacting with multiple teams across different time zones. Key Responsibilities • Support project managers with day-to-day coordination of project activities, schedules, and deliverables., • Maintain detailed project documentation, including action logs, project plans, status reports, and meeting notes., • Assist with preparing presentations, dashboards, and project updates for internal stakeholders., • Monitor progress and follow up with team members to ensure tasks are completed on time., • Facilitate cross-team communication and support alignment across internal and client stakeholders., • Coordinate meetings, workshops, and reviews, including agenda preparation and post-meeting documentation., • Identify and escalate potential risks or issues that may impact project timelines or deliverables., • Support process improvements to streamline workflows and enhance project efficiency., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications, • Bachelor’s degree in Business, Communications, Project Management, or a related field (or equivalent experience)., • 1-2 years of experience in project coordination or operations within a fast-paced environment., • Strong organizational and time-management skills with the ability to manage multiple priorities simultaneously., • Excellent written and verbal communication skills., • Proficiency in project management tools (e.g., P6 or Microsoft Projects, Smartsheets, Excel) and standard productivity tools (Google Workspace, Microsoft Office, etc.)., • Detail-oriented, proactive, and comfortable working independently as well as collaboratively., • Ability to build positive working relationships across different teams and stakeholder groups. Additional Information The salary range for this full-time role is $60K-$110K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programs as we turn challenge into opportunity and complexity into success. Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier program, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking an experienced Senior Estimator to join our Data Center team in support of a major hyperscale data center construction program. These projects include large-scale land development, new builds, retrofits, and leased facilities, all designed to meet the growing demand for advanced technology infrastructure. As a Senior Estimator, you will play a critical role in developing accurate cost plans and estimates for complex, multi-phase projects that involve significant site development and cutting-edge construction methods. This position requires strong analytical skills, deep knowledge of estimating practices, and the ability to collaborate across design, procurement, and construction teams. Responsibilities • Lead and support preconstruction budget development, including pricing revisions through GMP., • Develop and refine detailed estimates for hyperscale data center projects across multiple regions., • Present cost plans and estimates to stakeholders, ensuring clarity and alignment with project objectives., • Manage cost planning from concept through detailed design, incorporating land development and new build considerations., • Deliver updated cost plans at key design milestones and provide program-level estimates for specific scopes., • Drive value engineering exercises to identify cost-saving opportunities without compromising performance., • Analyze design changes, new technologies, and construction methods to assess cost impacts., • Collaborate with design, procurement, and construction teams to ensure alignment between scope, budget, and schedule., • Coordinate estimating efforts with internal teams and external consultants/vendors., • Mentor junior estimating staff and promote best practices., • Maintain historical cost data and contribute to benchmarking and cost model development., • Evaluate cost-effectiveness of alternative materials, systems, and construction methods., • Support training initiatives for internal and client-side estimating teams., • Prepare executive-level presentations for preconstruction and estimating leadership., • Deliver life cycle cost models and support total cost of ownership analysis., • Participate in risk assessments and contingency planning related to cost and scope changes., • SOX control responsibilities may be part of this role and must be adhered to where applicable.Qualifications, • Bachelor’s degree in Construction Management, Quantity Surveying, Engineering, or related field., • 10+ years of experience in estimating for large-scale construction projects; data center or mission-critical experience strongly preferred., • Expertise in preconstruction estimating, cost planning, and GMP development., • Strong understanding of land development, site work, and large-scale building systems., • Ability to analyze complex design documents and provide accurate cost impacts., • Excellent communication and presentation skills for client-facing interactions., • Proficiency in industry-standard estimating tools and software., • Strong analytical and problem-solving skills with attention to detail., • Ability to work effectively in a fast-paced environment with multiple priorities. Additional Information The salary range for this full-time role is $130K-$150K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionCompany Description Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses. Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit: . Job Description The Vice President of Customer Success at Acumatica will lead the strategy and execution of a partner-first Customer Success model, ensuring every customer becomes a “customer for life.” Reporting to the Chief Revenue Officer, this role is accountable for driving retention, adoption, and advocacy across the customer lifecycle. The VP will architect scalable programs for partners, build and lead a high-performing Customer Success team, and leverage data-driven insights to improve Net Dollar Retention, Net Promoter Score, and overall customer satisfaction. This is a strategic leadership role requiring a blend of customer empathy, operational excellence, and growth mindset to deliver exceptional experiences and long-term value. Retention & Growth • Drive YoY Net Dollar Retention by improving renewal rates and expanding add-on adoption., • Map the full customer lifecycle (onboarding, adoption, usage, expansion, renewal) and implement technology-driven touchpoints., • Architect partner methodologies for managing Acumatica customers and enable programs that deliver world-class experiences., • Develop a structure for managing strategic accounts collaboratively with partners., • Leverage analytics to design strategies for increasing product usage and train partners on adoption best practices., • Identify friction points and provide actionable recommendations to the Executive team., • Align closely with Partner Enablement, Partner Sales, Product, and Education teams to drive adoption and resolve customer issues., • Manage escalations across functions, ensuring timely and complete resolution.Qualifications, • 15+ years overall experience working in SaaS companies., • Bachelor's degree in business administration, marketing or related field., • 5+ years in Customer Success, including 2+ years in a leadership role., • Proven track record building modern Customer Success organizations for SMB customers, focusing on retention, expansion, and adoption., • Strong customer empathy combined with a passion for revenue growth and recurring business models., • Strategic thinker with the ability to create actionable plans (goals, strategies, tactics, timelines)., • Analytical and process-oriented mindset; excellent communication and presentation skills., • Ability to build executive-level relationships and influence cross-functional teams. • Creative, enthusiastic leader who inspires teams and drives continuous improvement. Additional Information Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail . This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. For this role, the salary range is $255,000-$280,000 annually. This range represents the low and high end of the salary range for this job and may vary based on location. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and other relevant elements. At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee’s role. Benefits/perks listed here may vary depending on the nature of your employment with Acumatica and the country where you work. US-based employees gain access to healthcare benefits (medical, dental and vision insurance for you and your dependents), employer paid Short-Term/Long-Term Disability and Basic life coverage, 401(k) plan with company match, Flexible time off, sick and safe leave, among others.

Job DescriptionThis Position is located in Denver, Colorado, but is open to fully remote candidates.Title: Senior Tax Manager with Partner/Equity Shareholder Track Salary : $150k to $200k + Bonus Schedule: In-office is preferred, but we are open to hybrid or fully-remote candidates. Busy Season Hours range from 50 hours to 60 hours per week. About the firm: This is a boutique public accounting firm located in Denver, CO, and a member of the BDO Alliance. This firm provides Advisory, Tax Compliance, and Accounting Services to small and mid-sized businesses across the country. Clients served are in the Real Estate, Construction, Manufacturing, and various other industries. Responsibilities : • Develop and maintain effective client and staff relationships and actively participate in and manage client engagements – including presentations, planning, and execution., • Prepare and review complex federal and multi-state tax returns and workpapers for individuals, partnerships, trusts, and corporations as well as estimated payments and extensions, and communicate directly with clients on various related matters., • Proactively work with staff to ensure individual and business tax returns are completed accurately and on time while providing ongoing learning opportunities that encourage growth., • Work with clients to gather relevant tax-related information from the client so an accurate tax return can be prepared., • Conduct research and evaluate tax situations from various angles to ensure the maximum tax benefit is applied, enhancing business owner cash flows., • Review and respond to federal and state inquiries and tax notices., • Participate in collaboration between departments and alongside the executive team to ensure the firm continues its positive growth trajectory.Qualifications :, • Bachelor’s Degree in a related field as well as an active CPA license., • Master's Degree a plus., • 7 + years of relevant income tax experience with an advanced understanding of S-corp basis, partnership allocations, tax liability analysis, and planning., • Advanced technical tax skills with a focus on pass-through entities and their principals, especially with real estate expertise in 1031s, TICs, QOZ/Fs, funds, and investment syndications., • 1041 experience is a plus., • High Net Worth experience., • Business Advisory Skills, • Exceptional written and oral communications., • Advanced technology proficiency with expert-level proficiency in Microsoft Excel., • Recent experience using CCH ProSystems Fx or Axcess. To be considered for this position, please send your resume to or call/text 307.533.5788. Fresh Squeezed Talent, LLC does not engage in discriminatory practices in the acceptance or denial of Candidates based on race, age, gender, color, religion, sexual orientation, gender identity, disability, marital status, military status, genetic information, or any other legally protected characteristics. #hc149221

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is looking for a Project Coordinator to join our team. This individual will work to support project management services for our clients. Responsibilities: • Assist the Project Manager in ensuring the project is managed to the right quality standards and completed efficiently and on time., • Assist with establishing effective project governance, processes and systems to be utilized throughout project., • Ensure that key information and data is effectively shared and appropriately retained., • Build & maintain strong relationships with the client and team members., • Interface with multiple stakeholders, including executive management, project team members, consultants and vendors., • Assist with the flow of project information between team members / stakeholders., • Attend relevant meetings, update and maintain issues/actions logs as current., • Development of detailed project plans, attendance at status meetings and follow-up with team members on completion status, close-out of open items., • Contribute to monthly reporting on various aspects of the Client's program., • Preparation of various reports for multiple audiences, including formal project management reports, executive dashboards and other reporting requirements., • Assist with the preparation of proposals for new projects or variations to existing projects., • Provide clear, consistent communication to stakeholders regarding project financial health, risks, and required actions to ensure smooth project execution., • The PC roles will be based out of the Seattle office. These are the most critical.Qualifications, • Experience working in a Project Coordination or administrative role within the construction industry is preferred., • BA/BS in Business, Construction, Architecture, or a related field. Relevant work experience will also be considered in lieu of degree., • Minimum of (3) year’s professional experience in project controls or administration., • Strong collaboration and relationship building skills., • Excellent communication skills and presentation skills., • A problem-solving mindset., • Expert in Microsoft and Google Suite of software products; especially Excel, • Corporate Interiors and Tenant Improvement experience is a plus. Additional Information The salary range for this full-time role is $60K-$110 per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue, WA branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $70,000.00 per year. Also, certain positions are eligible for additional forms of compensation, including discretionary bonuses and payments totaling up to an additional $50,000.00 per year. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required, • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $85,000 - $135,000 per year

Job Description Senior Family Office Advisor Seattle, Washington Our client is a growing Multi-Family Office looking to hire two key Advisory roles – both of which are open due to new clients coming on board and growth within the firm. The Senior Family Office Advisor will lead relationships with affluent families and entrepreneurs navigating significant wealth events. This is a senior-level position, suited for someone who can bring sophisticated planning knowledge, a consultative approach, and leadership within the firm. Responsibilities: • Serve as the primary advisor for complex client relationships, overseeing all aspects of planning and wealth strategy., • Guide conversations on succession, legacy, philanthropy, risk management, and investment planning., • Lead the development of detailed planning proposals, financial models, and customized family presentations., • Partner with internal planning teams while also coordinating with external tax, legal, and insurance professionals., • Facilitate family meetings, governance discussions, and multi-generational planning initiatives., • Mentor and coach junior advisors, contributing to the growth of the firm’s advisory bench. Requirements: • Bachelor’s degree required; advanced credentials strongly valued., • At least 8 years of client-facing advisory experience with UHNW families, preferably in an RIA, family office, or private bank., • Series 65 (or equivalent) required., • CFP®, CFA®, or CIMA® designation strongly preferred., • Deep knowledge of advanced planning techniques, including donor-advised funds, foundations, complex estate structures, and risk management solutions., • Excellent interpersonal and presentation skills; able to engage comfortably with clients and their professional teams., • Leadership qualities with a collaborative approach and strong professional integrity. Compensation & Benefits • Salary range: $185,000 – $250,000, plus incentive compensation., • Comprehensive medical, dental, vision, disability, and life insurance — premiums fully covered by the firm., • 401(k) plan with company match., • Ample paid time off and holiday schedule., • Professional development support, executive coaching, and firm-sponsored education programs., • A collegial environment with retreats, wellness perks, and firm-wide gatherings.

Job Description One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking a Private Investment Funds Associate Attorney to join its Investment Management group. Experience in the structuring and formation of private equity funds or venture capital funds and negotiation with limited partners is required. Additional experience with structuring general partner and management companies as well as experience with real estate funds and/or hedge funds is also helpful. In addition, experience with the Investment Company Act of 1940 and the Investment Advisers Act of 1940 and related issues, representing institutional investors in their investments into private investment funds and various other corporate and partnership matters is ideal. Candidates should have solid academic credentials and at least 4 years of experience.

Job Description Senior Client Service Associate (Full-Time, In-Office — Seattle Headquarters) We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow management, and driving operational excellence in a fast-paced, UHNW-focused environment. In this role, you will: • Direct and balance the workflow for advisors and associates, ensuring all client service tasks are completed accurately and on schedule., • Act as a trusted point of contact for clients and their families, providing anticipatory guidance and a smooth, high-touch experience., • Manage onboarding, account updates, cash movements, documentation, and reporting with strong attention to detail and operational discipline., • Drive complex client initiatives and special assignments, maintaining transparent communication and strong execution throughout each phase., • Partner with attorneys, CPAs, bankers, and other external professionals to coordinate financial, estate, and investment needs with discretion and professionalism., • Offer hands-on support, coaching, and daily structure to junior staff while consistently demonstrating top-tier service expectations., • Spot opportunities to refine workflows, boost efficiency, and strengthen the team’s overall service delivery. What we’re looking for: • Bachelor’s degree required, • 8+ years of client service experience within financial services or wealth management., • Exceptional organizational skills—highly detail-oriented and structured, • Familiarity with Fidelity and Schwab custodian workflows strongly preferred., • Experience with Tamarac reporting, Salesforce-based CRM systems, and Microsoft Office Suite. Why explore? You’ll step into a central, highly visible role with substantial responsibility, working closely with senior advisors and firm leadership. This is an opportunity to shape client experience, strengthen team operations, and contribute meaningfully to a growing, service-driven wealth management firm.