Top 183 Investment manager Jobs in Bothell, Wa

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Condominium Association Portfolio Manager
TRF Pacific Management Services, LLC —Seattle, WA
- $80,000 a year
- Full-time
- Office
- Driver's License
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Property Manager
KG Investment Properties, LLC —Bellevue, WA
- $90,000 - $95,000 a year
- Extended hours
- Microsoft Word
- Background check
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Property Manager
Crossbeam Investments —Seattle, WA
- $30 - $35 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
Manager, Data Center Investment and Partnerships
Meta —Bellevue, WA
- $170,000 - $238,000 a year
- 5 years
- Analysis skills
- Bachelor's degree
Energy Portfolio Manager, Energy Supply and Interconnection Contracts
Meta —Bellevue, WA
- $160,000 - $232,000 a year
- Google Workspace
- 6 years
- Analysis skills
Business Relationship Manager
East West Bank —Bellevue, WA
- $80,200 - $120,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
WMAS Relationship Manager III/IV
Washington Trust Bank —Seattle, WA
- $138,567 - $241,107 a year
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
Sr. Client Portfolio Manager
Washington Trust Bank —Bellevue, WA
- $188,253 - $282,471 a year
- Research
- Office
- Finance
Quick Apply
Senior Manager, Strategic Partnerships - Drones and Counter-Drone
Axon —Seattle, WA
- $133,688 - $213,900 a year
- Email
- Hybrid work
- 8 years
- US work authorization
- Senior level
- Paid parental leave
- Health insurance
Quick Apply
5d
Portfolio Manager
Housing Authority of Snohomish County —Everett, WA
- $43.68 an hour
- Full-time
- Hybrid work
- Clean driving record
- Ability to walk for extended periods
- Organizational skills
- Health insurance
- Dental insurance
Manager, Industry Solutions, Investment Wealth Management
Deloitte —Seattle, WA
- $155,600 - $306,800 a year
- Full-time
- 6 years
- Up to 50% travel
- Salesforce
Sr Manager, Prepaid Portfolio & Growth Strategy
T-Mobile USA, Inc. —Bellevue, WA
- $131,800 - $237,700 a year
- Full-time
- 18 years or older
- 6 years
- Presentation skills
- Paid parental leave
- AD&D insurance
5d
Investment Management - Business Strategy Manager
Deloitte —Seattle, WA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
General Manager - Fastener Manufacturing
BLACKHAWK INDUSTRIAL OPERATING CO —Seattle, WA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Office
- Travel
Quick Apply
11d
Regional Portfolio Manager I
Legacy Partners —Seattle, WA
- $130,000 - $145,000 a year
- Full-time
- Hybrid work
- Pass drug screening
- Business development
- Criminal background check
- Paid jury duty
- Health savings account
Senior Product Manager, Provider UM
MCG Health —Seattle, WA
- $150,000 - $210,000 a year
- Remote
- Analysis skills
- Continuous improvement
- Product management
- Paid parental leave
- Health savings account
Quick Apply
Premier Relationship Manager
East West Bank —Seattle, WA
- $80,500 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Technical Program Manager, AI Enablement, Supply Strategy and Portfolio Planning
Google —Kirkland, WA
- $163,000 - $237,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)
Accenture —Seattle, WA
- $87,400 - $253,000 a year
- Full-time
- Management
- Computer Science
- 5 years
- Paid holidays
- Disability insurance

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investment manager jobs near bothell, wa

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Bellevue, WA

Apply Now

Job Details

$168,000 - $228,000 a year
1 day ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Scenario analysis

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What You Have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

What you have

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

investment manager jobs in bothell, wa

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Condominium Association Portfolio Manager

Property Manager

Property Manager

Manager, Data Center Investment and Partnerships

Energy Portfolio Manager, Energy Supply and Interconnection Contracts

Business Relationship Manager

WMAS Relationship Manager III/IV

Sr. Client Portfolio Manager

Senior Manager, Strategic Partnerships - Drones and Counter-Drone

Portfolio Manager

Manager, Industry Solutions, Investment Wealth Management

Sr Manager, Prepaid Portfolio & Growth Strategy

Investment Management - Business Strategy Manager

General Manager - Fastener Manufacturing

Regional Portfolio Manager I

Senior Product Manager, Provider UM

Premier Relationship Manager

Technical Program Manager, AI Enablement, Supply Strategy and Portfolio Planning

Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)

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