Investment Jobs in Seattle, WA - NOW HIRING

2,668 jobs found

- Northwestern Mutual
- Seattle, WA
$150,000 - $230,000
The Director of Investments provides firm-wide investment oversight, creating alignment and accountability in investment philosophy and trading techniques, while accounting for the needs to each individual client. ... Establish a high-net-worth ...
Full-Time / Part-Time / Permanent / Temporary / Contract
401(k)
Vision Insurance
Paid Time Off
Dental Insurance
Health Insurance
NEW
Today
- USI Insurance Services
- Seattle, WA 98127 (Downtown / Central Business District area)
$125,000 - $150,000a year
For current clients, review available investment options and the degree of participation in each investment choice. Make recommendations for proactive menu enhancements (i.e. additional investment options to be included as well as menu items in need ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Retirement Plan
Excel
30+ days ago
- Fidelity Investments
- Seattle, WA
- Remote
$56,000 - $82,000a year
... of various investment solutions, and can educate customers on the values and differences of each ... Investment Consultant ... Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
Internship
Flexible Schedule
On-Site Gym
Sabbatical Program
Life Insurance
Dental Insurance
30+ days ago
- Us Bank
- Seattle, WA 98127 (Downtown / Central Business District area)
$250,000a year
The ADI works collaboratively with the Managing Director, Investments (MDI) and the Director, Investments (DI) to implement, monitor and maintain investment discipline for an open architecture, multi-asset class, fast growing investment business.
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Adoption Assistance
Health Insurance
MBA
Life Insurance
Paid Time Off
30+ days ago
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- U.S. Bank
- Seattle, WA 98127 (Downtown / Central Business District area)
$250
... collaboratively with the Managing Director, Investments (MDI) and the Director, Investments (DI) to implement, monitor and maintain investment discipline for an open architecture, multi-asset class, fast growing investment business.
Full-Time / Part-Time / Permanent / Temporary / Contract
401(k) Matching
401(k)
MBA
Excel
PowerPoint
NEW
2 days ago
- Sikla USA Inc
- Seattle, WA 98127 (Downtown / Central Business District area)
- Remote
$250,000a year
Run end-to-end investment diligence processes, including quantitative and qualitative analysis and reference calls, culminating in clear and concise investment memos and Investment Committee presentations and legal/document review prior to fund ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
French
Health Insurance
401(k)
Health Savings Account
30+ days ago
- Morgan Stanley
- Seattle, WA 98127 (Downtown / Central Business District area)
- Remote
$125,000 - $150,000a year
The mission of the Investment Analyst is to develop foundational investment skills and an understanding of Parametric's investment philosophy and approach while supporting a variety of investment work for the firm. ... Morgan Stanley is a leading ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Short Term Disability Insurance
Parental Leave
Long Term Disability Insurance
Health Savings Account
Life Insurance
12 days ago
- Allocator Jobs
- Seattle, WA 98127 (Downtown / Central Business District area)
$150,000 - $200,000a year
As an investment generalist, the Investment Manager will assist in sourcing, underwriting, closing, and monitoring investments with external managers across asset classes including public equity, fixed income, and alternatives (e.
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Dental Insurance
MBA
Vision Insurance
Paid Time Off
Tuition Reimbursement
30+ days ago
- Morgan Stanley
- Seattle, WA
- Remote
$60,000 - $90,000a year
The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfol ... Morgan Stanley is a leading global financial services firm providing a wide ...
Internship
401(k)
Dental Insurance
Adoption Assistance
Parental Leave
Tuition Reimbursement
28 days ago
- Morgan Stanley
- Seattle, WA
- Remote
$70,000 - $150,000a year
... morgan stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. ... work within our dynamic investment team.
Full-Time
Long Term Disability Insurance
Life Insurance
Parental Leave
React.js
Health Savings Account
26 days ago
- Royal Bank of Canada
- Seattle, WA
$50,000 - $83,000a year
... clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. ... At the FA's request, research and communicate investment strategies and ...
Full-Time
Retirement Plan
Health Insurance
401(k)
Commission
Salesforce
19 days ago
- Havium, Inc
- Seattle, WA 98127 (Downtown / Central Business District area)
$125,000 - $150,000a year
As an Investment Analyst, you will review property listings for rental investment potential, research and propose promising expansion geographies, and assist in structuring investment opportunities to achieve any investor’s unique goals.
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
30+ days ago
- Amazon
- Seattle, WA 98127 (Downtown / Central Business District area)
From $133,200a year
The Private Pricing Investments pillar focuses on improving governance of the investments, ensuring the right type of investment, and amount are invested to drive joint outcomes for Private Pricing customers. ... Develop and enhance Private Pricing ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
AWS
Bachelor's Degree
NEW
1 day ago
- Crux Climate Inc
- Seattle, WA 98127 (Downtown / Central Business District area)
- Fully Remote
$165,000 - $250,000a year
Origination, execution, underwriting, and investment committee process for renewable energy tax equity investments ... and corporate tax teams - transact in debt, tax equity, and preferred equity investments. In our 2024 Market Intelligence Report, ...
Immediately Hiring
Paid Time Off
Health Insurance
Excel
17 days ago
- Morgan Stanley
- Seattle, WA
- Remote
$70,000 - $150,000a year
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. ... The Investment Proposal team serves as the hub through which information ...
Internship
On-Site Gym
Health Savings Account
Paid Time Off
Parental Leave
Adoption Assistance
30+ days ago
- Havium, Inc
- Seattle, WA 98127 (Downtown / Central Business District area)
$125,000 - $150,000a year
We are looking for an ambitious Investment Property Specialist team member with a passion for real estate and passive income investing. ... Review real estate investment opportunities daily, curate and send matching recommendations to your clients ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
30+ days ago
- Jobleads-US
- Seattle, WA 98127 (Downtown / Central Business District area)
- Remote
$70,000 - $150,000a year
The mission of the Investment Analyst is to develop foundational investment skills and an understanding of Parametric's investment philosophy and approach while supporting a variety of investment work for the firm. ... Morgan Stanley is a leading ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Parental Leave
Short Term Disability Insurance
Life Insurance
Paid Time Off
Health Savings Account
NEW
3 days ago
- Sikla USA Inc
- Seattle, WA 98127 (Downtown / Central Business District area)
$250,000a year
Define Strategy for Investment Thesis and Make InvestmentsDefine and develop the investment strategy for one or more key thesis area(s) by performing market research and analysis. Utilize insights from industry experts (including founders, venture ...
Full-Time / Part-Time / Permanent / Temporary / Contract
30+ days ago
- Deloitte
- Seattle, WA
$63,420 - $144,300a year
Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, ...
Entry Level
Training Provided
HTML
Bachelor's Degree
NEW
3 days ago
- Amazon
- Seattle, WA 98127 (Downtown / Central Business District area)
$125,000 - $150,000a year
Senior Portfolio Analyst, CorpDev Finance, Minority Investment and Warrant Portfolio Management ... Investing & Investment Banking Import, Export & Retail no
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Bachelor's Degree
Excel
30+ days ago

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Director of Investments

Apply on Company Site

Company
Northwestern Mutual
Location
Seattle, WA
Job Type
Full-Time / Part-Time / Permanent / Temporary / Contract
Salary
$150,000 - $230,000

401(k)

Vision Insurance

Paid Time Off

Dental Insurance

Health Insurance

Description

The Director of Investments provides firm-wide investment oversight, creating alignment and accountability in investment philosophy and trading techniques, while accounting for the needs to each individual client. This person works closely with all partners, lead advisors, and the investment operations team, to efficiently manage client accounts.

The Director of Investments is responsible for the Investment Operations Committee (Service Advisors) execution of investment account rebalancing, trading, and tracking. This role should provide ongoing education, materials, and model portfolio investment talking points to team members. Consistent implementation and creation of systems to create an enduring firm is of top priority.

RESPONSIBILITIES

• Design and implement firm wide Model Portfolios, with rate of return beating Northwestern Mutual’s Signature Portfolio by a defined benchmark. (Competitive benchmarks to measure performance by).

• Chair Investment Committee and drive Objectives and Key Results (OKR’s) forward, holding committee members accountable to their commitments, and presenting to the Executive Committee progress once per quarter.

• Establish a high-net-worth portfolio to include the use of SMA / UMA and Alternative Investments available through Northwestern Mutual’s platform.

• Create high net worth proposals and presentations for prospective clients, joining client meetings to help close the business, including discussing tax consequences and investment costs.

• Joining existing high net worth client meetings to present economic and market updates, discuss portfolio nuances, with the primary goal of developing deep relationships with clients and establishing yourself as a specialist.

• Joining 401(k) Plan Review meetings to present economic and market updates.

• Advise 401(k) Plan trustees on available investment options and aide in making selections. Includes monitoring fund watch or replace list.

• Explaining investment products and performance to clients.

• Lead firm education on the economy, market, and current portfolio. This includes publishing quarterly Economic Update Deck with corresponding talking points.

• Produce a periodic economic perspective letter to be distributed to firm clients.

• Utilizing the Investment Operations Team, holding them accountable to the following:

o Implementation of new portfolio strategies

o Model Portfolio Alignment (on qualified and non-qualified accounts)

o Rebalance cadence and implementation

o Tax-Loss Harvesting – Monitoring opportunities and providing the team with replacement solutions

o RMD Management

o Monitoring Alerts such as high-cash, NSF, check signature mismatch, etc.

o Ensuring compliance requirements are implemented and followed.

• Leading implementation of new processes that will benefit the clients and team members, including staying up to date on technology enhancements.

• All other projects as assigned by management.

INVESTMENT PHILOSOPHY

1. Solve your risk-based needs.

2. Provide expert guidance to create a personalized investment strategy consistent with your risk tolerance, time horizon and goals.

3. Utilize diversification through asset allocation to reduce unsystematic risk while maximizing risk-adjusted returns.

4. Implement periodic rebalancing to remove emotion from decision making.

5. Manage the impact of taxes and inflation through tax efficient investments and avoidance strategies.

6. Help you resist the temptation to change your strategy during up or down-markets.

7. Encourage you to start early, invest regularly, and use dollar cost averaging.

QUALIFICATIONS

• Currently holds Series 7 license

• Currently holds Series 63 or 65 license

• Currently holds Chartered Financial Analyst (CFA)

• Currently holds (or obtain within 30 days) state Life & Health Insurance license

• A strong background in high touch service

• Previous experience with financial planning and giving recommendations

• Extensive experience with retail investments

• Extensive knowledge of various account types including trusts, various IRA types, 401(k), defined benefit, etc.

• Experience holding others accountable to take action and lead a committee or team

• Knowledge of U.S. tax system and tax treatment of various investments and account types

• Excellent oral and written communication skills

• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

• Strong attention to detail with the ability to work with a high degree of accuracy

• Ability to proactively identify what needs to be accomplished and take action as appropriate

• Ability to embrace change and work in a fast-paced environment

• Ability to work both independently and in a team environment

• Ability to maintain confidentiality

SALARY AND BENEFITS

• Total compensation range of $150,000 - $230,000 is based on location, experience, licensing, and professional designations

• Quarterly variable bonus for performance towards goals

• Health insurance benefits (including vision and dental)

• 4% 401(k) employer match

• Long-term disability policy

• Paid tuition towards required industry licensing, including continuing education and applicable professional designations

• Competitive PTO based on industry tenure

• 11 Paid Holidays

WHO WE ARE

Pillar Financial Group is a specialty planning firm dedicated to delivering a lifetime of sound financial strategy and investment management. One of only 40 original Northwestern Mutual Private Client Groups, Pillar Financial Group pairs Northwestern Mutual’s best-in-class financial products with their own multi-generational team of specialized experts to offer clients comprehensive planning and management services to enrich every stage of their personal and professional lives. At Pillar Financial Group, we focus on the best interests of our clients to improve their lives and the communities we serve. Our core values of integrity, excellence, service, growth, and collaboration drive the work that we do and the relationships we build with our clients each and every day. Pillar Financial Group has experience in all areas of financial planning, including trust, fee based, advisory, business, retirement, tax strategies, and insurance.

To learn more about Pillar Financial Group visit our website:

: Location
Seattle, WA

: Company
Northwestern Mutual

Apply on Company Site

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