As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Quick apply
Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Quick apply
Senior Wealth Management Associate
Portland, OR ยท Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Senior Wealth Management Associate
Portland, OR ยท On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Senior Wealth Management Associate
Portland, OR ยท On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... cash flow, long-term plan, and asset allocation decisions * Prepare analysis for clients to provide ...
Real Estate Asset Management Associate
Dallas, OR ยท On-site
$120K - $150K/yr
The Role This is a full-time associate role based in Dallas, San Francisco or New York City. This ... Drive and coordinate internal operations processes (cash management, recommending and processing ...
Real Estate Asset Management Associate
Dallas, OR ยท On-site
$120K - $150K/yr
The Role This is a full-time associate role based in Dallas, San Francisco or New York City. This ... Drive and coordinate internal operations processes (cash management, recommending and processing ...
Treasury Associate
OR ยท Remote
$65K - $71K/yr
We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team. The ... Cash Management and Forecasting: * Monitor and manage daily cash flows, ensuring adequate liquidity ...
Treasury Associate
OR ยท Remote
$65K - $71K/yr
We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team. The ... Cash Management and Forecasting: * Monitor and manage daily cash flows, ensuring adequate liquidity ...
Treasury Associate
OR ยท Remote
$65K - $71K/yr
We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team. The ... Cash Management and Forecasting: * Monitor and manage daily cash flows, ensuring adequate liquidity ...
Quick apply
Treasury Associate
OR ยท Remote
$65K - $71K/yr
We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team. The ... Cash Management and Forecasting: * Monitor and manage daily cash flows, ensuring adequate liquidity ...
Business Operations Associate - Full Time
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Business Operations Associate - Full Time
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Business Operations Associate - Full Time
Milwaukie, OR ยท On-site
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Business Operations Associate - Full Time
Milwaukie, OR ยท On-site
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Business Operations Associate - Full Time
Milwaukie, OR ยท On-site
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Business Operations Associate - Full Time
Milwaukie, OR ยท On-site
$16.81 - $25.60/hr
Position Overview As a Business Operations Associate, you will be the backbone of our store ... You'll handle cash management, audit and process critical paperwork, and provide clear ...
Store Support
Phoenix, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Phoenix, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Roseburg, OR ยท On-site
$15.25 - $19/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Roseburg, OR ยท On-site
$15.25 - $19/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Ontario, OR ยท On-site
$13.25 - $16.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Ontario, OR ยท On-site
$13.25 - $16.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Redmond, OR ยท On-site
$16 - $19.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Redmond, OR ยท On-site
$16 - $19.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Corvallis, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Corvallis, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Albany, OR ยท On-site
$15 - $18.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Albany, OR ยท On-site
$15 - $18.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Portland, OR ยท On-site
$16 - $20/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Portland, OR ยท On-site
$16 - $20/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
$15 - $18.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
$15 - $18.75/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Roseburg, OR ยท On-site
$15.25 - $19/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Roseburg, OR ยท On-site
$15.25 - $19/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Hermiston, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Store Support
Hermiston, OR ยท On-site
$15.50 - $19.50/hr
Associates in Store Support positions are responsible for a variety of non-sales functions. This ... handling cash management or program compliance, these positions play a critical role in ensuring ...
Cash Management Associate information
See Oregon salary details
$15.50 - $17.07
4% of jobs
$17.07 - $18.65
15% of jobs
$19.25 is the 25th percentile. Wages below this are outliers.
$18.65 - $20.22
16% of jobs
$20.22 - $21.79
7% of jobs
The median wage is $22.44 / hr.
$21.79 - $23.36
19% of jobs
$24.10 is the 75th percentile. Wages above this are outliers.
$23.36 - $24.93
29% of jobs
$24.93 - $26.50
5% of jobs
$26.50 - $28.07
1% of jobs
$28.07 - $29.64
1% of jobs
$29.64 - $31.21
1% of jobs
$31.21 - $32.79
1% of jobs
$15
$22
$32
How much do cash management associate jobs pay per hour?
What challenges do cash management associates face and how can they be addressed?
What is the difference between Cash Management Associate vs Treasury Analyst?
| Aspect | Cash Management Associate | Treasury Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, accounting, or related field | Usually requires a bachelor's degree in finance, economics, or related discipline; certifications like CFA may be preferred |
| Work Environment | Banking or corporate finance departments focusing on cash flow, payments, and liquidity | Corporate treasury teams managing company funds, investments, and financial risk |
| Employer & Industry Usage | Common in banks, financial institutions, and large corporations | Primarily in corporate finance departments across various industries |
| Search & Comparison Intent | Often compared for entry-level cash management roles | Compared for roles involving financial strategy and risk management |
The main difference is that a Cash Management Associate focuses on daily cash flow, payments, and liquidity management, often in banking or corporate settings. A Treasury Analyst, while similar, typically handles broader financial strategies, investments, and risk management within a company's treasury department.
What skills and qualifications are needed to be a cash management associate?
Is cash management a good career?
What is a cash management associate?

Full-time
Re-posted 2 days ago
Job description
If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.
This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
- Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
- Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
- Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
- Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
- Coordinate, manage and delegate workflow to the team's Client Service Associates
- Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
- Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
- Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts
About Coldstream Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Bellevue, WA, US
Year founded
1996