Solutions Program Specialist (Wealth Management)

Location: On-site in Seattle, WA; Denver, CO; or Great Falls, MT

Salary: $68,000–$83,000 annual base salary

Company

Independent, employee-owned financial services firm supporting wealth management clients and advisors with a long-standing focus on service, integrity, and collaboration.

What you will do

• Support the operational execution of advisory fee changes, including coordination, progress monitoring, and accurate completion.
• Provide product guidance to Financial Professionals evaluating lending, cash management, and managed asset solutions.
• Partner with Wealth Management, Advisor Solutions, Operations, Compliance, and other internal teams on product programs and initiatives.
• Develop, maintain, and communicate product resources, process documentation, and advisor-facing materials.
• Identify opportunities to improve product offerings and the advisor experience.
• Monitor industry, marketplace, and competitive trends to inform product support and program recommendations.

Requirements

• Bachelor’s degree in business administration, finance, risk management, or a related field, or equivalent relevant experience.
• Series 7 and 66 licenses required, or the ability to obtain them within six months of hire.
• Strong written and verbal communication skills for explaining information to Financial Professionals, internal partners, and business leaders.
• Ability to manage details, coordinate multiple priorities, follow through on commitments, and support cross-functional projects.
• Strong analytical, problem-solving, judgment, interpersonal, and relationship-building skills.

Nice to have

• Experience in financial services, wealth management, financial planning, private banking, product support, or client and advisor support.

Culture & Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, maternity, and parental leave, plus paid holidays.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Discounted personal insurance and a company community-giving program.