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Banking and Financial Services Jobs in Lake Oswego, OR

6 positions found

Labor and Employment Counsel
🏒 Profound
Salary not disclosed
Portland, OR 2 days ago

ProFound Executive Search is serving as an external search partner to Relay Resources in its search for Labor and Employment Counsel. This position reports to the Chief Financial & Employee Operations Officer at Relay Resources.


About Relay Resources


Relay Resources is a leading disability social enterprise nonprofit in the Pacific Northwest, with a mission to transform workplaces and communities by championing disability inclusion.


The organization employs nearly 900 team members in four lines of business: building solutions, which includes janitorial, landscaping, and floor care services; document solutions; supply chain solutions; and disability inclusion and accessibility consulting services. Additionally, Relay operates three programs: Supported Employment, which places and supports disabled people in competitive jobs in the community; abilIT, a new cybersecurity and technology training and job placement program; and Affordable Housing, which manages 850 units for 1,500 residents, 27% of whom have a family member with a disability.


Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to its success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent or the organization from adjusting the work identified.


We welcome applications fromΒ disabledΒ people/peopleΒ with disabilities and neurodivergent individuals and are committed to providing accommodations throughout the hiring process.Β We are an equal opportunity employer.


Relay Resources Core Competencies

  • Focus on strengths
  • Prioritize informed action
  • Communicate clearly
  • Champion disability inclusion
  • Build supportive relationships


Position Summary


The Labor and Employment Counsel will serve as the primary legal advisor on all employment and labor matters for Relay Resources. This role will lead employee and union relations strategy and compliance with federal and state employment laws.Β The role will partner with Relay Resources HR leadership to foster a disability-centric, inclusive, and legally compliant workplace. The Counsel will act as a trusted advisor to executives and managers on labor negotiations, grievance handling, workforce policies, and internal investigations of employee complaints.Β Β 


Key Responsibilities


Labor Relations LeadershipΒ 

  • Serve as the lead strategist promoting collaborative labor relations and the lead negotiator for collective bargaining agreements.Β 
  • Manage union relationships with SEIU (Service Employees International Union) and LIUNA (Laborers’ International Union of North America), and ensure compliance with labor contracts.Β 
  • Advise on contract administration, grievance handling, and arbitration processes, including strategy, resolution, and prevention.Β 
  • Maintain effective relationships with union leadership and industry labor relations contacts, and monitor trends related to wages, hours, working conditions, and benefits.Β 
  • Ensure Relay Resources team leaders have the tools and training required to effectively create a disability-inclusive work environment, consistent with customer requirements and in compliance with the applicable collective bargaining agreement.Β 


Employment Law ComplianceΒ 

  • Provide guidance and ensure compliance with federal, state, and local employment and labor laws (including but not limited to FMLA, FLSA, ADA, ADEA, NLRA, and related wage/hour, leave, anti-discrimination, recruitment,Β onboarding, workplace safety, and data privacy requirements).Β 
  • Draft and review employment policies, handbooks, and procedures.Β 
  • Monitor regulatory changes and update practices accordingly.Β 
  • Manage investigations and responses to any federal or state employment claims or inquiries.Β 
  • Audit Relay Resources employment practices and records to ensure compliance and provide solutions for gaps, training needs, and / or compliance software or technology solutions.


Employee RelationsΒ 

  • Partner with HR and leadership on complex employee relations issues and dispute resolution.Β Provide consultation and support in disciplinary matters.Β Β 
  • Conduct internal investigations into workplace complaints and advise on corrective actions.Β 
  • Support Relay’s initiatives related to disability, equity, and inclusion from a legal perspective. Strengthen organizational effectiveness through clear policies, procedures, and practices.
  • Ensure team leaders have tools and training to manage employee situations consistent with Relay’s disability-centric values and culture.Β 
  • Use systems, tools, and data to identify trends, report findings, and recommend process improvements.


Risk Management & TrainingΒ 

  • Develop and deliver training for managers on labor and employment compliance.Β 
  • Mitigate legal risks through proactive strategies and documentation.Β 
  • Manage outside counsel relationships when specialized expertise is required.Β 


Leadership and Team Management

  • Lead, set goals, and provide direction for the Manager of Employee and Labor Relations and the Labor Relations Specialist.
  • Provide coaching and guidance for the HR team members in all legal and compliance matters.
  • Develop effective working partnerships with Relay Resources function leads and Relay Resources Team Leaders.Β Provide counsel on all legal and employment compliance matters.Β Recommend practices to mitigate employee and labor relations issues.Β 
  • Represent Relay’s values, culture, and policies with Union Leadership and representatives.


Disability Inclusion and Accessibility

  • Advance the Relay Resources mission to transform workplaces and communities by championing disability inclusion through legally sound and strategic practices.
  • Serve as the primary legal advisor across a disability-centric organization.
  • Guide and support leaders in implementing accessible, compliant, and equitable practices.
  • Actively engage with emerging issues and best practices in disability law and inclusion, and bring forward ideas and guidance that strengthen organizational impact and credibility.
  • Partner with internal and external stakeholders to share expertise and influence practice, such as participating in trainings, presentations, publications, or professional forums related to disability inclusion and employment law.


Qualifications

  • Juris Doctor (JD) from an accredited law school; active license to practice law in Oregon (or ability to obtain) within 6 months.Β 
  • Minimum 7 years of experience in employment and labor law, including union negotiations and grievance handling.Β 
  • Knowledge of FMLA, FLSA, ADA, ADEA, NLRA, wage/hour laws, and other employment regulations, with experience monitoring updates, interpreting, and applying laws and regulations in day-to-day workplace matters
  • Communication, negotiation, and problem-solving skills, with experience explaining complex legal guidance clearly, working collaboratively in negotiations, and identifying practical, compliant solutions.Β Commitment to Relay Resources’ mission of disability inclusion and workplace equity.Β 


Preferred Experience

  • Prior in-house counsel experience in a unionized environment.Β 
  • Familiarity with disability-centric employment practices.Β 
  • Experience in nonprofit or social enterprise settings.Β 


Salary Range

$160,000 - $180,000


ProFound Executive Search is serving as an external search partner to Relay Resources in its search for Labor and Employment Counsel. To express interest and learn more about the role from the ProFound team, please visit:

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Financial Consultant
Salary not disclosed
Portland, OR 1 week ago

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

Β 

The Opportunity:

Β 

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

Β 

The Day-to-Day:

Β 

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

Β 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidaysΒ 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
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International Investment Counselor (US Based) - Canadian Clients
🏒 Fisher Investments
Salary not disclosed
Portland, OR 1 week ago

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

Β 

The Opportunity:

Β 

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

Β 

The Day-to-Day:

Β 

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

Β 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidaysΒ 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Not Specified
View & Apply
International Investment Counselor (US Based) - UK Clients
🏒 Fisher Investments
Salary not disclosed
Portland, OR 1 week ago

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

Β 

The Opportunity:

Β 

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

Β 

The Day-to-Day:

Β 

As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities

Your Qualifications:

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

Β 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidaysΒ 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Commercial Finance Attorney
🏒 Jobot
Salary not disclosed
Portland 1 week ago
100% REMOTE Commercial Litigation Attorney / Associate Attorney Needed for Growing Law Firm! This Jobot Job is hosted by: Reed Kellick Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

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