Top 105 Investment manager Jobs in Tacoma Wa

Inside Customer Success Manager
ShareBuilder Advisors —Seattle, WA
- $70,000 - $75,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Assistant Credit Manager – Construction Credit & Multi-State Operations
Steeler Inc —Seattle, WA
- $65,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
PROPERTY MANAGER
Howe Investments —Gig Harbor, WA
- $53,000 - $58,000 a year
- Weekends as needed
- Mid-level
- High school diploma or GED
- Driver's License
- Health insurance
- 401(k)
Quick Apply
Property Manager
Crossbeam Investments —Seattle, WA
- $30 - $35 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7d
Regional Portfolio Manager – Multi-Family Properties
NW Recruiting Partners —Tacoma, WA
- $130,000 - $150,000 a year
- Full-time
- 5 years
- Research
- Finance
- Profit sharing
- Paid holidays
Quick Apply
1d
Principal Product Manager, Mobile
Coursera —Seattle, WA
- $180,000 - $273,000 a year
- Remote
- 8 years
- Product management
- Senior level
- Health insurance
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PORTFOLIO MANAGER
Edison47, Inc. —Gig Harbor, WA
- $115,000 - $122,000 a year
- Weekends as needed
- Construction site
- Inventory management
- Office
- Health savings account
- Disability insurance
10d
Senior Manager, Operations
Western Union —Seattle, WA
- $114,000 - $152,000 a year
- Full-time
- 3 years
- Finance
- Analysis skills
- Health insurance
- Dental insurance
4d
General Manager (GM) Federal Way WA
WINPIN 85 INVESTMENTS LLC —Federal Way, WA
- $30.75 - $31.25 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- Ability to lift 50 pounds
- Paid training
- Health insurance
Quick Apply
Portfolio Manager
Winebow —Kent, WA
- Overtime
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
Portfolio Manager (Fred Hutch / UW Medicine)
University of Washington —Seattle, WA
- $135,000 - $160,008 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Research
- 403(b) matching
- Paid holidays
Associate Portfolio Manager - Parametric
Morgan Stanley —Seattle, WA
- $70,000 - $140,000 a year
- Hybrid work
- Computer Science
- Mid-level
- Office
- Health savings account
- Paid holidays
14d
Finance Manager I, Technology Infrastructure
Pinterest —Seattle, WA
- $98,561 - $202,918 a year
- Remote
- 5 years
- Office
- Finance
2d
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)
Logic —Seattle, WA
- $87,400 - $253,000 a year
- Full-time
- Management
- Computer Science
- 5 years
- Paid holidays
- Disability insurance
General Manager - Fastener Manufacturing
BLACKHAWK INDUSTRIAL OPERATING CO —Seattle, WA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Office
- Travel
Quick Apply
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
Alaska Product Manager
Princess Cruise Line —Seattle, WA
- $80,169 - $97,500 a year
- Weekends as needed
- Hybrid work
- Writing skills
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Quick Apply
8d
Marketing Analytics Manager
Stanley 1913 —Seattle, WA
- $125,000 - $155,000 a year
- Email
- 5 years
- Senior level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Investment Banking Senior Manager
Accenture —Seattle, WA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
Senior Product Manager
Novogradac & Company —Seattle, WA
- $158,000 - $213,000 a year
- Full-time
- Hybrid work
- Computer Science
- System design
- Finance
- Profit sharing
- Paid holidays

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investment manager jobs near tacoma wa

Inside Customer Success Manager

ShareBuilder Advisors
Seattle, WA

Quick Apply

Job Details

Full-time
$70,000 - $75,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Defined contribution retirement plans
Client relationship management
Customer communication
Teamwork
Financial services customer support
Bachelor's degree
Attention to detail
Problem-solving
Financial services
Time management

Full Job Description

Customer Success All-Star Wanted

Do you have a passion for helping others? Do you love teaching people new things that can make a big difference in their lives? Do you enjoy helping clients improve their results and solve their problems? If so, we have a great opportunity for you.

ShareBuilder 401k is looking for a Customer Success Manager to service our business clients and help them run a great 401k program for their employees. You’ll be the first point of contact and dedicated to providing support and superior service to 401(k) employers and employees. You’ll help lead Americans to save better and smarter. You’ll be working with our plans, sponsors, and participants to help drive participation, usage, and efficient plan design. You’ll build client relationships and loyalty by doing what’s right to help them save for retirement.

As a 401k Customer Success Manager, you will work directly with employers (aka. plan sponsors), HR representatives, and internal ShareBuilder 401k partners to drive greater employee participation and increased saving rates within an assigned book of business. This book of business is comprised of emerging value clients with locations across the US. You will serve as a key service contact for plan sponsors and business partners, focusing on driving client success and community by reinforcing ShareBuilder 401k’s value and sound investing and plan management. Additionally, the Success Manager provides information and education to employees through webinars, one-on-one conversations, and other communications. The Success Manager strives to ensure that participants are prepared to make informed decisions regarding their 401k accounts while ensuring a positive customer experience.

Your Daily Adventures

Your typical day will include dozens of interactions with clients and employees on the phone, webinars, etc. You’ll engage with record keepers and internal data systems to provide information, provide solutions, and offer recommendations to clients. You’ll also conduct meetings for groups of employees. You will be the primary messenger spreading the word about how to save for retirement and how ShareBuilder 401k's leading solution helps them get there.

We work to pair great products with exceptional services to provide what we believe is the best 401(k) offering on the market. Building powerful relationships with your clients is paramount to our value. This will include gaining an understanding of the culture, participant and plan design needs, and appropriate content delivery method for each plan. You’ll collaborate with team members to drive customer love and client loyalty.

Skills & Qualifications that Help Make this Gig a Great Match

Exceptional communicator.
Loves interacting with people, educating, and solving problems.
Demonstrated excellence in consultative and influencing skills.
Avid, quick learner – preference for retirement plan product knowledge.
Proactive approach to time management and organizational skills.
You are collaborative and flexible in working with diverse teams and with shifting priorities.
Strong attention to detail.
BA or BS.
Series 65 or 66 desired.
CRPS and/or AIF is great if you have either or both.
3 years minimum 401k/financial services industry experience.

Salary Range: $70-$75K (depending on experience)

Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Preferred)

Location:

Seattle, WA 98104 (Required)

Work Location: Hybrid remote in Seattle, WA 98104

Quick Apply

Refine Your Search

investment manager jobs in tacoma wa

Inside Customer Success Manager

Assistant Credit Manager – Construction Credit & Multi-State Operations

PROPERTY MANAGER

Property Manager

Regional Portfolio Manager – Multi-Family Properties

Principal Product Manager, Mobile

PORTFOLIO MANAGER

Senior Manager, Operations

General Manager (GM) Federal Way WA

Portfolio Manager

Portfolio Manager (Fred Hutch / UW Medicine)

Associate Portfolio Manager - Parametric

Finance Manager I, Technology Infrastructure

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

General Manager - Fastener Manufacturing

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

Alaska Product Manager

Marketing Analytics Manager

Investment Banking Senior Manager

Senior Product Manager

I want to receive the latest job alert for investment manager in tacoma wa

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