Careers at Bear Mountain Capital

Overview

• Full-Time Salaried (W-2) Position: $90,000/year
• Benefits: 401(k) matching, health insurance and employer-paid parking
• Location: This is an in-office position in downtown Seattle, WA
• Start Date: January 2027

About Bear Mountain Capital

Bear Mountain Capital is a holistic wealth management firm serving clients through comprehensive financial planning and investment management. Our goal is to consistently deliver value, taking heart in our client’s satisfaction in all matters finance. We are seeking individuals who want to be a part of a team who strives to be efficient, organized, collaborative, self-motivated, all the while creating a nurturing culture focused on our clients.

About The Position

This role supports Bear Mountain Capital’s operational and client service functions, reporting directly to the Director of Operations. The Operations team plays a central role in keeping the firm running effectively, supporting advisors and clients while maintaining high standards for accuracy, compliance, and execution. The Associate’s responsibilities will include equal parts operations and client servicing, such as the following:

• Maintain data integrity across operational systems
• Manage trade preparation, rebalancing, and trade entry
• Support alternative investment operations, including subscriptions, redemptions, distributions, documentation and recurring reporting
• Maintain client files in accordance with firm and regulatory requirements
• Track required documentation and regulatory deadlines
• Coordinate office administration and facilities needs
• Identify ways to streamline workflows and strengthen controls
• Process account openings, transfers, and maintenance requests
• Communicate directly with clients regarding account paperwork, money movements, other service requests and coordinate follow up with advisors and custodians as needed
• Coordinate required documentation with clients, advisors, and custodians
• Process and monitor cash and asset movements

This position is designed for someone interested in building expertise and growing within wealth management operations. The Associate will be required to pass the Series 65 exam within a timeframe determined by the firm, consistent with our regulatory and compliance standards.

About You

• Experience: Minimum 3+ years of operations, client service, or related experience in wealth management,  financial services, banking or a similarly regulated environment
• Self-Motivated: You take ownership of your work, manage competing priorities, and follow tasks through to completion
• Process-Oriented: You look for ways to standardize, document, and improve workflows rather than simply complete tasks as assigned
• Detail-Oriented: You are precise, organized, and comfortable managing data across multiple systems and formats, including Excel, Word, Google Sheets, Salesforce, emerging AI technology and custodial platforms
• Service-Minded: You communicate clearly and handle client and advisor requests thoughtfully, accurately, and with appropriate follow-through
• Persistent: You work through operational obstacles, investigate discrepancies, and follow issues through to resolution

Compensation & Benefits

• Salary: $90,000/year
• 401(k): Full 401(k) offering with employer matching
• Health Insurance: Full health insurance benefits, including dental
• Vacation Policy: 3 weeks plus all major holidays
• Parking: Employer-paid parking

How to Apply

• Please e-mail Nicole Northcutt at northcutt@bearmountaincapital.com
• Enter “Application for Operations Associate” in the subject line
• Provide a brief introduction of yourself and why you are interested in this role