Financial Advisor Northwestern MutualFinancial AdvisorWashington, Washington, DC$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)DCKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
INTERDISCIPLINARY COMMUNITY PLANNER/BIO SCIENTIST/GEN ENG/ENV ENG/PHY SCIENTIST (ENVIRONMENTAL) United States Air ForceINTERDISCIPLINARY COMMUNITY PLANNER/BIO SCIENTIST/GEN ENG/ENV ENG/PHY SCIENTIST (ENVIRONMENTAL)Washington, DC$76,463–$118,204 / yearBASIC REQUIREMENT OR INDIVIDUAL OCCUPATIONAL REQUIREMENT: 0020: Degree in community planning; or related field such as urban affairs, architecture, landscape architecture, engineering, sociology, geography, economics, political science, or public administration that included at least 12 semester hours in the planning process, socioeconomic and physical elements of planning, urban and regional economic analysis, and development finance. Examples of specialized experience includes the ability to interpret environmental regulatory requirements at the federal, state, and local levels; develop regional processes based on federal, state, and local requirements, participate in difficult compliance negotiations with regulatory agency officials, and works closely with, installation environmental staff to manage compliance issues such as adjudication of notices of violations (NOV) and/or other enforcement actions.
Financial Solutions Advisor Registration Candidate-Washington, DC Market Bank of AmericaFinancial Solutions Advisor Registration Candidate-Washington, DC MarketWashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeWashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Washington DC Market Bank of America CorpFinancial Solutions Advisor - Washington DC MarketWashington, DC$70,000–$80,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Washington, DC pay and benefits information Washington, DC pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Back to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Washington National Tax - Financial Instruments - Manager LS Deloitte Touche Tohmatsu LtdWashington National Tax - Financial Instruments - Manager LSWashington, DC$156,975–$261,625 / yearAs a Manager in our Washington National Tax practice, you will work with a team of specialists to analyze federal income tax issues faced by a wide variety of clients (such as multinational corporations, major financial institutions, investment funds and asset managers among others) in a variety of settings (such as debt workouts, mergers and acquisitions, and investment management). For example, on the same day, you may: Consider whether an instrument issued by a multinational corporation is debt or equity, and if such instrument is debt, how to tax account for interest accruals and whether any interest expense limitation provisions apply; Evaluate whether a derivative entered into by a hedge fund is properly classified as a notional principal contract and whether the straddle rules may impact the treatment of such activity; and.
Health System Specialist (Strategic Planner) (Detail not to exceed 120 Days) U.S. Department of Veterans AffairsHealth System Specialist (Strategic Planner) (Detail not to exceed 120 Days)Washington, DC$125,776–$197,200 / yearMajor duties include but are not limited to the following: Provides specialized staff support in the monitoring and analysis of changes in mission, goals, new legislation, and technological advances to assess the impact of these changes on work methods/procedures and to develop new systems which address these changes providing full staff assistance on strategic matters affecting the Network healthcare delivery system. Such a training program must have been conducted in an operating health care system and included: Assignments providing a knowledge of basic health system administration philosophies, practices, and procedures, and basic government administrative policies and requirements; Practical assignments providing an opportunity to apply health system administration skills and principles (as the individual progresses, work assignments must be characteristic of the grade level to which he or she is assigned); and.
NewSTRATEGIC PLANNER United States Air ForceSTRATEGIC PLANNERWashington, DC$104,349–$161,313 / yearPosition is designated special-sensitive and requires the employee obtain and maintain a TOP SECRET (TS) security clearance with eligibility for access to Sensitive Compartmented Information (SCI), other intelligence-related Special Sensitive information, or involvement in Top Secret Special Access Programs (SAP) to fully perform the duties and responsibilities of the position. ACTIVE DUTY SERVICE MEMBERS: The VOW Act requires federal agencies to treat an eligible active duty service member as a veteran, disabled veteran, and preference eligible (as applicable) when applying for civil service positions before the effective release or discharge date.
Cyber Policy and Strategy Planner U.S. Department of Homeland SecurityCyber Policy and Strategy PlannerWashington, DC$70,623–$133,142 / yearCustomer Service - Works with clients and customers (that is, any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services. You qualify at the GS-12 grade level, if you have: EXPERIENCE: At least one (1) year of specialized experience at the GS-11 grade level (or equivalent) performing all the following duties: Reviewing and analyzing Executive Orders, Presidential memorandums, legislation, and other national policies related to national security, cybersecurity, and critical infrastructure protection; Communicating to senior government officials on complex issues in a clear, concise manner; AND.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Washington, DC$140,000–$160,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.
Lead Meeting Planner FINRALead Meeting PlannerWashington, DCFull timeFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
RN Inpatient Case Manager - Discharge Planner MedStar Health Research InstituteRN Inpatient Case Manager - Discharge PlannerDC$89,065–$162,801 / yearDeveloping a Plan of Care Demonstrates the ability to develop a plan of care that addresses needs across the continuum; have an intervention for problems identified; develop long- and short-term goals with specific time frames for resolution; identify specific services to be provided in the care plan; include the family/care-giver in the plan of care; and show life planning contingencies such as power of attorney and/or advance directives. Monitors the care and services delivered to selected patient populations during the acute hospital stay promotes effective case management and utilization of resources and works to achieve optimal clinical and resource outcomes for the acute and post-hospital phases of care.
Senior Meeting Planner/Event Facilitator Acquisition Professionals LLCSenior Meeting Planner/Event FacilitatorWashington, DCFull timeAcquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management. We leverage technology, tools, and industry best practices through our experienced personnel to create cross-functional results and navigate the complex and high-risk areas for our clients' projects and programs.
Sr Health Education Planner HOK Group IncSr Health Education PlannerDC$100,000–$125,000 / yearIn this role, you will collaborate closely with the Health Education Practice Leader and the Science & Technology Market Business Unit (MBU) to advance thought leadership, deliver high‑quality project outcomes, and contribute to client engagement and business development efforts. Support Science & Technology business unit leadership in developing annual strategic plans and budgets with a focus on market opportunities and strategies for successful project delivery.
Senior Meeting Planner - Onsite EDJ Associates,Senior Meeting Planner - OnsiteWashington DC, Washington DCFounded in 1999, EDJ has established a solid track record of success in the planning, design, and implementation of a wide range of projects in the areas of event planning, peer review support, and information management. · Manage vendor requirements including audio visual and catering; develops and manages overall conference budget relative to event costs to ensure meetings are completed within budget parameters.
Senior Program Planner - Enterprise Security Capital Planning and Systems Integration - Enterprise Physical Operations Washington University in St LouisSenior Program Planner - Enterprise Security Capital Planning and Systems Integration - Enterprise Physical OperationsWashingtonAdministrative Support Services, Capital Planning, Change Management, Complexity Management, Coordinating Programs, Cross-Functional Initiatives, Effective Written Communication, Electronic Access Control Systems, Facility Operations, Fast-Paced Environments, Higher Education Administration, Key Performance Indicators (KPI), Key Stakeholder Relationships, Leading Project Teams, Managing Ambiguity, Operations Support, Physical Security Systems, Program Coordination, Project Portfolio Management (PPM), Public Safety Technology, Reporting Systems, Risk Management, Security System Integration, Sound Judgment, Strategic InitiativeGrade. Operating in a complex, multi-campus, multi-mission environment, the position facilitates coordination across WashU Medicine’s Protective Services, the WashU Police Department, Emergency Management, Facilities, Information Technology, University Services, Residential Life, and external partners.
Planner I (Administration & Operations) - Enterprise Physical Operations Washington University in St LouisPlanner I (Administration & Operations) - Enterprise Physical OperationsWashingtonAccountability, Client Consulting, Client Facing, Communication, Computer Literacy, Customer Service, Database Systems, Decision Making, Detail-Oriented, Independent Judgment, Microsoft Windows, Multitasking, Organizational Commitment, Organizing, Planning Ability, Problem Sensitivity, Professional Integrity, Project Development, Project Tracking, Strive for Excellence, Teamwork, Technical Knowledge, Technical Procedures Grade . Our teams provide strategic leadership and operational expertise in facility management, infrastructure services, capital project delivery, real estate operations, planning, sustainability, engineering, maintenance, environmental services, public safety support, and enterprise operational services.
J.P. Morgan Wealth Management - Vice President, Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Wealth PlannerWashington, DCFull timeKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Strategic Budget Planner FASStrategic Budget PlannerWashington DC, District of ColumbiaThe FAS Talent Hub is seeking a fellow for a 1-year term (with potential opportunity to extend, contingent on funding) to join the Wildland Fire Service team within the Department of the Interior with specific work supporting strategic budget planning and evaluation for the Wildland Fire Service. This combination of external experience, program familiarity, and deep understanding of government and congressional processes will significantly strengthen DOI’s Wildland Fire Service’s strategic financial planning and support well-grounded decision-making moving forward.
NewSTINGRAI Strategic Planner (Military Operations Analyst 3) - 29230 Huntington Ingalls Industries IncSTINGRAI Strategic Planner (Military Operations Analyst 3) - 29230Washington, DC$82,757–$125,000 / yearJoin our team on STINGRAI and support mission-critical operations through advanced intelligence, surveillance, cyber, engineering, and all-domain capabilities that strengthen regional security, enable informed decision-making, and help defend our nation today while preparing for tomorrows challenges. Level 4: 9 years relevant experience with Bachelors in related field; 7 years relevant experience with Masters in related field; 4 years relevant experience with PhD or Juris Doctorate in related field; or High School Diploma or equivalent and 13 years relevant experience.
RN Inpatient Case Manager - Discharge Planner MedStar HealthRN Inpatient Case Manager - Discharge PlannerDC$89,065–$162,801 / yearDeveloping a Plan of Care Demonstrates the ability to develop a plan of care that addresses needs across the continuum; have an intervention for problems identified; develop long- and short-term goals with specific time frames for resolution; identify specific services to be provided in the care plan; include the family/care-giver in the plan of care; and show life planning contingencies such as power of attorney and/or advance directives. Monitors the care and services delivered to selected patient populations during the acute hospital stay promotes effective case management and utilization of resources and works to achieve optimal clinical and resource outcomes for the acute and post-hospital phases of care.
Senior Meeting Planner/Event Facilitator Terrestris Global SolutionsSenior Meeting Planner/Event FacilitatorWashington, DCRemoteAs the Senior Meeting Planner/Event Facilitator you will plan, coordinate, and execute meetings and conferences, manage logistics and vendors, facilitate event activities, oversee registration and audiovisual support, and deliver meeting documentation and stakeholder communications. We are seeking a Senior Meeting Planner/Event Facilitator to provide logistical and conference planning support for meetings in support of the United States (U.S.) Department of Transportation's (DOT) Federal Transit Administration (FTA).
Event Planner Terrestris Global SolutionsEvent PlannerWashington, DCRemoteAs the Event Planner you will coordinate meeting and conference logistics, manage registrations, prepare event materials, support venue and vendor activities, track schedules, resolve logistical issues, and ensure successful event execution and documentation. We are seeking an Event Planner to provide logistical and conference planning support for meetings in support of the United States (U.S.) Department of Transportation's (DOT) Federal Transit Administration (FTA).
Senior Meeting Planner Financial Industry Regulatory Authority IncSenior Meeting PlannerWashington, DCFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Community Planner (SMS Coordinator) U.S. Department of TransportationCommunity Planner (SMS Coordinator)DC$113,603–$176,120 / yearDegree: community planning; or related field such as urban affairs, architecture, landscape architecture, engineering, sociology, geography, economics, political science, or public administration that included at least 12 semester hours in the planning process, socioeconomic and physical elements of planning, urban and regional economic analysis, and development finance. Significant investments are advancing the research and development of autonomous vehicles, environmentally friendly electric aircraft, high-speed and long-endurance solar-powered aircraft, and new types of space vehicles.
NewIntelligence Planner Booz Allen Hamilton IncIntelligence PlannerWashington, DC$62,000–$141,000 / yearAs an intelligence planner, you'll employ intelligence expertise and knowledge to assist in the integration of Defense and National intelligence support capabilities, including collection, analytic and targeting activities, into overarching operational planning functions and efforts across the DoD. Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.
Event Planner Acquisition Professionals LLCEvent PlannerWashington, DCFull timeResponsibilities for taking notes, preparing meeting materials (name badges, table tents), assembling binders, preparing posters, compiling CDs or other electronic media concerning meeting materials for attendees, locating and providing a meeting attendees, facilitating satisfaction surveys at the conclusion of the meeting, setting up a link for event registration, hotel arrangements and/or travel required for the meetings. Acquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management.
Engineering Planner Specialist for Facilities Group BAE SystemsEngineering Planner Specialist for Facilities GroupWashington, DC$56,401–$95,881 / yearWillingness to learn business operations of a complex logistics enterprise + Ability to work on own initiative and also with cross-functional teams + Demonstrated self-motivation and ability to work independently + Strong interest in building a career in Project Management + Excellent communication skills, both written and verbal + Excellent problem-solving skills utilizing quality assurance + Maintain a safe, clean, warm and welcoming environment + Ability to communicate effectively both orally and in writing + Excellent interpersonal skills used when interfacing, coordinating, and negotiating with colleagues, auditors, customers and vendors + Good planning, time management and organization skills **Preferred Education, Experience, & Skills** + Ability to gather and translate the current program's processes into automated solutions + Familiarity of SSP contracts and U.S. Navy submarines + Familiarity with basic project management principles + Desire to learn about analysis of contract task orders, subcontract expenses, purchasing requests, forecasting and master schedules **Pay Information** Full-Time Salary Range: $56401 - $95881 Please note: This range is based on our market pay structures. Responsibilities: + Compile weekly and monthly reporting on the activities associated with the SP25 Facilities Engineering contract + Support the generation of Contract Data Requirements Lists (CDRLs) + Track and reconcile expenses for overall budget support + Generate Work Authorization Documents (WADs) and provide variance analysis + Update the business reporting package with attrition, tasking, and project information + Provide quality control checks for reports, papers, spreadsheets, and presentations prepared by the Program's Team + Perform as back-up for the Facilities Engineering Data Repository Lead + Refilling out-of-place items or routing them to the proper location + Assist the Program Area Manager (PAM) with ad-hoc tasking as required The candidate will be required to manage and/or support other disciple tasks as needed.
Engineering Planner Specialist for Facilities Group BAE Systems PlcEngineering Planner Specialist for Facilities GroupWashington, DC$56,401–$95,881 / yearAbout BAE Systems Intelligence & Security BAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company which delivers a full range of products and services for air, land and naval forces, as well as advanced electronics, security, information technology solutions and customer support services. This Engineering Planner position will support the Navy Program Manager responsible for Strategic Systems Planning (SSP) Facilities Acquisition at TRIDENT Submarine Bases, primarily at Kings Bay, Georgia and Bangor, Washington.
Intelligence Planner, Senior Booz Allen Hamilton IncIntelligence Planner, SeniorDC$77,600–$176,000 / yearYou will build POAMs, determine projects' objectives and scope, schedule and assess projects' success, facilitate working groups, communicate with senior leadership, and leverage your skills in analytic or planning methodologies to find faster and better ways for the agency to work together. Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)DCAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Senior Program Planner - Strategy & Programs Washington University in St LouisSenior Program Planner - Strategy & ProgramsWashingtonAdministrative Support Services, Capital Planning, Change Management, Complexity Management, Coordinating Programs, Cross-Functional Initiatives, Database Systems, Effective Written Communication, Facility Operations, Facility Planning, Fast-Paced Environments, Higher Education Administration, Key Performance Indicators (KPI), Key Stakeholder Relationships, Leading Project Teams, Managing Ambiguity, Operations Support, Organizational Communications, Program Coordination, Reporting Systems, Risk Management, Sound Judgment, Strategic Initiative, Supervisory ManagementGrade. Serves as a central integrator across WashU Medicine and the Danforth Campus, working closely with facilities leadership teams, schools, departments, academic chairs, executive administration, and cross-functional partners.
Join Our Talent Network - Counter Threat Finance Planner (Expert) (Washington, DC) Amentum Services IncJoin Our Talent Network - Counter Threat Finance Planner (Expert) (Washington, DC)Washington, DCfor more description see https://www.amentumcareers.com/jobs/join-our-talent-network-counter-threat-finance-planner-expert-washington-dc-washington-district-of-columbia-united-states+. Join Our Talent Network - Counter Threat Finance Planner (Expert) (Washington, DC).
Architectural Planner II - Enterprise Physical Operations Washington University in St LouisArchitectural Planner II - Enterprise Physical OperationsWashingtonArchitecture (Buildings and Structures), Civil Engineering, Clinical Development Plan, Cross-Team Coordination, Customer Service, Detail-Oriented, Electrical Engineering, Excel Databases, Fast-Paced Environments, Interdepartmental Coordination, Interpersonal Communication, Leadership, Mechanical Engineering, Microsoft Excel, Microsoft Office, Oral Communications, Organizational Commitment, Professional Integrity, Project Schedule Management, Strive for Excellence, Task Management, Teamwork, Urban Planning, Working Independently, Written CommunicationGrade. Participate in supporting complex scheduling planning projects, monitor work in progress, and complete all documentation related to these efforts utilizing assigned technology, tools, processes, and templates.
Architectural Planner II - Facilities Planning and Management Washington University in St LouisArchitectural Planner II - Facilities Planning and ManagementWashingtonArchitecture (Buildings and Structures), Civil Engineering, Complex Systems, Data Management, Deadline Management, Electrical Engineering, Fast-Paced Environments, High Accuracy, Interpersonal Communication, Leadership, Mechanical Engineering, Medical Planning, Microsoft Office, Multitasking, Oral Communications, Spreadsheets, Urban Planning, Working Independently, Workplace Productivity, Written Communication Grade . Participate in supporting complex scheduling planning projects, monitor work in progress, and complete all documentation related to these efforts utilizing assigned technology, tools, processes, and templates.
NewSenior Retirement Planner Territory Leader (Travel Vehicle) Nationwide InsuranceSenior Retirement Planner Territory Leader (Travel Vehicle)Washington, DCNationwide is seeking a Senior Retirement Specialist in Washington, DC to drive sales and provide financial education for retirement plans. The role involves managing relationships with participants, conducting seminars, and supporting program functions.
Congress Planner Global Business Travel Group IncCongress PlannerDC$55,300–$102,700 / yearDevelop the skills you want when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate's relevant experience, skills, knowledge, and work location.
Chief Financial Officer Chief Administrative Officer U.S. Department of CommerceChief Financial Officer Chief Administrative OfficerWashington, DC$151,661–$228,000 / yearnNote: Applicants who are current or former members of the SES, have SES reinstatement eligibility, or have been certified through successful participation in an OPM-approved SES Candidate Development Program (SESCDP) should submit supporting documentation (e.g., SF-50 or OPM Qualifications Review Board (QRB) certification) reflecting their eligibility for noncompetitive appointment to the SES.n n. PTQ 2: Direct knowledge of and experience with budgeting concepts; financial and cost accounting and reporting concepts and principles; performance measurement concepts and internal control processes; and substantial familiarity with the design or operation of large financial budget and management information systems, including familiarity with automated management environments.
NewSenior Marketing Specialist CFP BoardSenior Marketing SpecialistWashington, DC$80,000–$95,000 / yearManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise. Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars.
Managing Director, Professional Practice CFP BOARDManaging Director, Professional PracticeDC$240,000–$260,000 / yearEnsures stakeholders receive accurate, prompt, and professional service across all professional practice departments, with a strong focus on delivering high-touch, customer-focused support. CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.
Sr. Systems and Cloud Engineer CFP BOARDSr. Systems and Cloud EngineerDC$115,000–$130,000 / yearCFP certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. The Senior Systems and Cloud Engineer is responsible for the design, implementation, maintenance, and optimization of the organization's IT infrastructure, including servers, storage, networking, virtualization platforms, and cloud services.
Senior Marketing Specialist CFP BOARDSenior Marketing SpecialistDC$80,000–$95,000 / yearManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise. Essential Functions: Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars.
Sr. Analyst, Continuing Education, Quality & Compliance CFP BOARDSr. Analyst, Continuing Education, Quality & ComplianceDC$80,500–$95,000 / yearCFP certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. Additionally, this role identifies systemic risks, informs CE policy evolution, and enhances the experience and effectiveness of CE Sponsors through clear guidance, proactive communication, and continuous improvement.
Administrator, Finance CFP BOARDAdministrator, FinanceDC$55,000–$65,000 / yearCFP certification is held by nearly 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge. CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.
Business Systems Analyst CFP BOARDBusiness Systems AnalystDC$135,000–$155,000 / yearThis role is responsible for eliciting and documenting business requirements, identifying system and process improvement opportunities, supporting system configurations, developing test plans and conducting testing activities with department staff, coordinating and conducting staff training on business systems, resolving business application support tickets and helping ensure business systems align with organizational goals. Under limited supervision, the Business Systems Analyst serves as a strategic partner between business and technology teams, supporting the optimization, enhancement, and ongoing management of enterprise business systems and operational processes.
Development Operations Manager CFP BOARDDevelopment Operations ManagerDC$66,000–$80,000 / yearHigh level of professionalism and ability to work well with all levels of internal management, staff and volunteers Strong donor focus, attention to detail and high-quality work Passion for the mission of the Center for Financial Planning and the ability to communicate its urgency and impact Excellent time and project management skills; self-starter able to work independently, accurately and on schedule and serve as an effective member of a team Tactful exercise of judgment and discretion with sensitive and highly confidential information Excellent interpersonal skills; high degree of emotional intelligence; demonstrated ability to relate well with individuals, both internally and externally Entrepreneurially inclined; resourceful, proactive, and results-driven About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. Background/Skills/Abilities Preferred: Bachelor's degree from an accredited institution, preferably in a related field A minimum of 4-5 years of experience in nonprofit development, fundraising operations and/or donor relations Proficiency with donor management systems (Salesforce experience strongly preferred) Exceptional writing and editing skills, with experience in proposal and impact report development.
Wealth Advisor Curi CapitalWealth AdvisorWashingtonAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxDC$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Washington National Tax (GES - Compensation and Benefits) Deloitte Touche Tohmatsu LtdTax Manager - Washington National Tax (GES - Compensation and Benefits)Washington, DC$156,975–$261,625 / yearOur team offers highly integrated, high-value advice to Tax and Human Resources professionals and client leadership teams that are focused on developing and managing compensation and benefits plans that are meaningful and cost effective, designed to meet corporate objectives, and deliver employee satisfaction. In today's world, compensation, and benefits (including executive compensation, retirement plans, and health and welfare plans), employment taxes, and global mobility tax services, play a strategic role in helping a business attract and retain top-performing employees.