Open Positions

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Headquartered in downtown Seattle, the company has just completed its second round of financing to fund continued expansion. Star performers who love cutting-edge software, the high-octane buzz of financial markets, and a fast-paced, entrepreneurial workplace are invited to apply to join our very customer-centric team.

Purpose: Create and maintain cutting edge software products for investment professionals that that enable them to transform the precision and efficiency of their back office operations including, trading, CRM and reporting and ensure our products achieve quality in terms of reliability, security, performance, stability, scalability, availability, and result accuracy.

Responsibilities:

• Create solutions for new features and enhancements to Tamarac products.
• Lead feature teams, own projects and feature areas.
• Work effectively with management and team members to clarify needs and plan delivery of major product changes, future versions, and new products.
• Accurately estimate development time.
• Provide responsive support to escalated customer issues.
• Ensure adequate testing of all product releases.
• Improve our development environment to promote reusable code, easy maintenance and extension of Tamarac software products.
• Continually grow skills that enhance your technical expertise and general organizational contribution.
• Demonstrated ability to successfully complete challenging software projects.

Qualifications:

• Bachelor's degree in computer science or equivalent field experience.
• 6+ years current software development experience.
• Strong web development skills using the .NET platform.
• Proficient C# programming skills.
• Strong expertise in TSQL and stored procedures.
• Solid grasp of Client/Server fundamentals and Browser/Server interaction and IIS.
• Familiarity with other tools, such as XML, JavaScript, and .NET Framework.

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Profitability

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Headquartered in downtown Seattle, the company has just completed its second round of financing to fund continued expansion. Star performers who love cutting-edge software, the high-octane buzz of financial markets, and a fast-paced, entrepreneurial workplace are invited to apply to join our very customer-centric team.

Purpose: Work on behalf of investment professionals with cutting edge software products that that enable trading with greater confidence and ensure our products achieve high quality in terms of reliability, security, performance, stability, scalability, availability, and result accuracy.

Responsibilities:

As a member of the team you will get to be involved in all aspects of testing. The role includes reviewing specifications, writing structured test specifications, implementing test cases/test suites and working to define features and product customizations. You will also be involved in bug and issue tracking and will be interacting regularly with your peers in Testing, Program Management and Development.

Qualifications:

• Bachelor's degree in computer science or related field.
• Minimum 3 years of current software testing experience.
• Solid grasp of Client/Server fundamentals and Browser/Server interaction.
• Familiarity with other development tools and languages, such as SQL, XML, C#, and the .NET Framework a plus.
• Demonstrated ability to successfully complete challenging software testing projects.

Critical Success Factors:

• Smart, hardworking, committed.
• Has excellent software testing skills.
• Can communicate technical ideas to non-technical persons.
• Works well in a team environment.
• Highly self-motivated, shows initiative, can work independently, and likes solving problems.
• Ability to prioritize and execute tasks.

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Reports To: CRM Program Manager

Responsibilities:

• Design, develop, document, and test changes to the system.
• Develop plug-ins, create workflows, and configure the integration of MS Dynamics CRM with our existing website
• Recommend and establish new software development, testing and documentation standards for the CRM system.
• Promote reusable code and easy maintenance with development.
• Resolves or assists with escalated software application issues as needed.
• Work effectively with management to clarify needs and plan delivery of major product changes, future versions, and new products.
• Accurately estimate time and costs.

Qualifications:

• Requires strong MS Dynamics CRM technical experience (4+ years)
• Expertise in developing for MS Dynamics CRM 4.0
• Bachelors in Computer Science or equivalent work experience
• Strong SQL development skills
• Solid web development skills in ASP.NET 3.5 with C#.
• Demonstrated ability to successfully complete challenging software projects.

Critical Success Factors:

• Smart, hardworking, committed
• Demonstrated ability to write solid code in a fast paced environment
• Adept at communicating technical ideas to non-technical persons
• Works well in a team environment
• Is self-motivated, can work independently, and enjoys the challenge of solving problems
• Works with a sense of urgency and carries projects through to completion in a timely manner
• An enthusiastic team player with a high level of energy and a positive, flexible attitude.

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

Tamarac provides an integrated web-based suite of portfolio and client management software and outsourced services to over 450 independent registered investment advisors, collectively managing over $220B in assets. Tamarac has the unique perspective of consulting with thousands of advisors since its inception in 2000 to drive greater efficiencies throughout their practice and help them achieve a more scalable and profitable business model.

Tamarac is looking for an Operations Manager to manage daily operations of Advisor Services including resource management, client service, technical training and direction.

Purpose: Create and maintain cutting edge software products for investment professionals that that enable them to transform the precision and efficiency of their back office operations including, trading, CRM and reporting and ensure our products achieve quality in terms of reliability, security, performance, stability, scalability, availability, and result accuracy.

Responsibilities:

• Partner with executive team to determine departmental goals and future operations.
• Manage a team of Operation and Implementation Associates, and Implementation Consultants including recruiting and performance management
• Manage client goals, expectations, interactions, and assign resources accordingly
• Ensure team adheres to establish controls and procedures
• Continuously review and initiate new processes to ensure continued growth of Advisor Services offerings
• Partner with other departmental managers to develop internal best practices and ensure consistency across the organization

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Qualifications:

• 5+ years’ experience as a systems or operations role in a financial advisory or wealth management environment
• Domain knowledge of data flows within the PortfolioCenter portfolio accounting system
• Strong client relationship, communication and analytical skills
• Experience in writing basic SQL commands and comfort navigating databases
• Working knowledge of Microsoft Office products
• Detail oriented to ensure all transactions are handled properly
• Ability and willingness to work in a fast-paced, mission-critical environment with rapidly changing priorities
• Change Agent, creative, innovative and focused on continuous improvements

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

The Operations Associate is responsible for reconciling portfolios, trade postings, performance calculations and reporting, and other duties as assigned.

Responsibilities:

• Become highly proficient with using Portfolio Center, Tamarac Advisor and Advisor View.
• Reconcile client portfolios against custody statements.
• Resolve variances in a timely manner.
• Assist in the automation of the reconciliation process.
• Trade Posting.
• Security Maintenance.
• Performance calculations and reporting.
• Corporate Actions.
• New Accounts.
• Custodian Interface.
• Broker Interface.
• Maintain written procedures.
• Maintain client records and files.
• Client interaction/Client servicing.
• Internal and external Reporting.

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Qualifications:

• College Degree (Finance, Financial Planning, or Accounting degree preferred).
• 2+ years experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry.
• Proficiency in Microsoft Office programs required. Familiarity with Portfolio Center, Advent or other accounting software a plus.
• Ability to work independently under tight deadlines.
• Strong interpersonal, verbal and written communication skills.
• Exceptional organizational skills with a keen attention to detail.
• Self-starter with strong leadership skills.
• Ability to act as a fiduciary for our customers. Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.
  Due to nature of the above position, the Operations Associate position may require an off-hours. Only those candidates able to work a nontraditional working schedule should apply.
  
  Benefits include medical, dental, vision, paid time off, holiday pay, 401K, subsidized parking fees/bus pass and more.
  
  Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Tamarac is looking for an Account Manager to manage client accounts for the full life cycle of their contracts, as well as be the main point of contact between the client and internal departments.

Responsibilities:

• Establish and maintain a positive and professional relationship with clients.
• Initiate welcome calls and act as liaison between clients and internal Tamarac departments during client implementations and beyond.
• Perform quarterly analysis of product usage, identify issues and create action plans by enrolling them in Tamarac University or other Tamarac events, extending contracts, or discovering interest in new products.
• Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate.
• Assist in managing communication with key clients regarding new product releases and enhancements
• Resolve one-off customer requests and situations.
• Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments.
• Become knowledgeable and proficient using all Tamarac products.
• Maintain client records in Dynamics CRM
• Manage consulting call scheduling as well as data gathering and publishing
• Identify client interest in other Tamarac products and be able to clearly communicate the potential opportunity to the appropriate sales person
• Coordinate appropriate internal resources needed to deliver on up-sale opportunities

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Critical Success Factors:

• 1-3 years’ experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
• Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
• Experience in account management or service and support
• Ability to pick up new technology quickly
• Strong verbal and written communication skills
• Detail oriented and excellent multi-tasking skills
• Exceptional interpersonal and organizational skills
• Must work well in a team environment and present a professional demeanor
• Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
• Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
• Ability to travel at least 10% of the time.

Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System.

Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Purpose:

This role is responsible for responding to client requests for assistance with Advisor CRM. Client issues and requests for information are to be addressed in a timely manner. As part of the role, the CRM Client Service Associate will manage the CRM Implementation inbox, helping to coordinate the escalation and follow-up of client requests. This role is further responsible for helping educate the Client Service organization on general CRM support issues and to generate and maintain Advisor CRM knowledge base articles for both internal and external use.

Responsibilities:

• Become highly proficient with using Advisor CRM in conjunction with the other Tamarac products
• Establish and maintain a positive and professional relationship with clients.
• Review customer configuration and workflow requests and provide appropriate solutions and support
• Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products.
• Manage client technical service requests. Ensure timely resolution of customer issues, escalating when necessary. Ensure clients receive responses to phone/on-line requests within service level response times, as specified per contractual agreements and in service delivery plans.
• Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate.
• Participate in individual or team projects, as needed, to expand client support offerings.
• Review daily reports on user access and server performance
• Manage and respond to CRM Implementation inbox
• Address tier 1 and tier 2 Advisor CRM questions from clients
• Provide 1st point of contact to Advisor Support team for CRM issues
• Provide QA support for pre-release feature testing
• Reproduce client issues that require escalation and escalate appropriately to the development team
• Maintain Advisor CRM knowledge base articles

Behavioral Competencies:

• Client Focus
• Accountability
• Innovation
• Team Work & Collaboration
• Technical Aptitude
• Leadership
• Integrity
• Adaptability & Continuous Improvement
• Positive & Empowering Attitude
• Focus on Profitability

Qualifications:

• College Degree (Finance, Financial Planning, or Accounting degree preferred).
• 3+ years experience in supporting Windows/Office/Internet applications.
• Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way.
• Experience in client service and support.
• Strong verbal and written communication skills.
• Detail oriented and excellent multi-tasking skills.
• Exceptional interpersonal and organizational skills.
• Must work well in a team environment and present a professional demeanor.
• Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.

Located on First and Columbia, Tamarac is accessible by most major bus routes and the Washington State Ferry System.

Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.

Tamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac's web-based software application, Advisor™, enables financial advisors to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. The result is that our clients see lower operational costs, more time for client interaction and strategic research, increased confidence in trading and higher returns for client portfolios.

Reports To: CRM Program Manager

Responsibilities:

• Determine clients use of current systems
• Analyze the structure and content of the data in current systems
• Identify and assess all customizations required to our system (a productized web-hosted offering of Microsoft Dynamics CRM 4.0)
• Map the migration of current data to our system
• Gain customer approval for the data migration and customization plan (our consultants lead this aspect)
• Make and test the customizations to our system
• Develop a repeatable process for migrating the current data to the our system, as customized (may have to be done several times to test results before a final go live migration)
• Work to resolution escalated technical issues from migration, customizations or our base system
• Log time and notes on migration, customization and escalation (for customer billing)
• Place copy of customization and planning documents under source code control
• Asses the effort, make a plan and complete assigned development projects as needed (e.g., new features to our base system)
• Manage expectations for time, effort, and content of assigned development projects and track effort and notes
• Document client-specific changes made to the system for use in user acceptance testing and hand-off to support
• Continue to grow programming and communication skills

Qualifications:

• Bachelors in Computer Science or equivalent work experience
• Knowledge of T-SQL (Microsoft SQL Server) required.
• Knowledge of MS Dynamics CRM 4.0, ASP.NET, C#, Javascript, SRS, and analysis a plus.

Critical Success Factors:

• Smart, hardworking, committed
• Demonstrated ability to write solid code in a fast paced environment
• Adept at communicating technical ideas to non-technical persons
• Works well in a team environment
• Is self-motivated, can work independently, and enjoys the challenge of solving problems
• Works with a sense of urgency and carries projects through to completion in a timely manner
• An enthusiastic team player with a high level of energy and a positive, flexible attitude.

We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.