Student Services Coordinator and Undergraduate Academic Advisor University of MarylandStudent Services Coordinator and Undergraduate Academic AdvisorMarylandThis position represents the School of Music at undergraduate transfer meetings and fairs that take place throughout the state of Maryland (MACMA), and also makes public presentations at admissions and enrollment events as the undergraduate specialist. This position works with academic directors to coordinate and communicate a class schedule that meets the school's evolving curricular needs, including on-line scheduling of summer/winter terms with OES.
Financial Analyst Guidehouse IncFinancial AnalystRockville, MD$98,000–$163,000 / yearResponsibilities include forecasting, financial modeling, budgeting, reporting and managing billing, supporting financial operations across projects and units, identifying trends, and suggesting strategies for optimization and business models. Technology Enablement: Drive adoption of advanced tools and platforms (e.g., Power BI, Power Query) to build dashboards and automate workflows, with the potential for developing AI-driven models for financial data analysis going forward.
Chief Financial Officer Management Sciences for HealthChief Financial OfficerArlington, District of ColumbiaRemoteBeyond ensuring sound financial stewardship, the CFO helps the Leadership Team make better strategic decisions by translating financial information into clear insights, challenging assumptions, evaluating tradeoffs, and identifying opportunities to strengthen organizational performance. Reporting to the President and Chief Executive Officer (CEO), the Chief Financial Officer (CFO) is a strategic enterprise leader responsible for shaping the financial direction of Management Sciences for Health (MSH) and helping position the organization for long-term sustainability and growth.
Brokerage Registered Client Service Associate - Maryland Truist Financial CorporationBrokerage Registered Client Service Associate - MarylandBethesda, MD$60,000–$75,000 / yearGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Registered Client Service Associate - Maryland Truist BankBrokerage Registered Client Service Associate - MarylandBaltimore, MarylandGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Senior Portfolio Strategist Vanguard GroupSenior Portfolio StrategistSeverna Park, MDExcellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients.
Relationship Manager Bank of AmericaRelationship ManagerTowson, MarylandKey responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Wealth Management Specialist Bank of AmericaWealth Management SpecialistTowson, MarylandOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Sales Associate PotomacSales AssociateBethesda, MarylandWe’re a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results. Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.
Wealth Manager OsaicWealth ManagerFalls Church, VAAs a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MarylandOur 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. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Sales Support Associate Cetera InvestorsSales Support AssociateSilver Spring, MarylandAbout Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .
Entry-Level Investment Sales Associate Arrow Investment AdvisorsEntry-Level Investment Sales AssociateLaurel, MDAs candidates demonstrate readiness, they can take on greater responsibilities, pursue appropriate financial-industry licensing, participate more directly in advisor relationships, and progress toward a Regional Sales Consultant position. As a smaller, entrepreneurial firm, our employees have the opportunity to work directly with experienced professionals, learn different areas of the business, and take on greater responsibility as they develop.
Branch Manager, Non-Producing Morgan StanleyBranch Manager, Non-ProducingRockville, MarylandOur 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. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs.
Alternative Investments Internal Consultant - RRB T. Rowe PriceAlternative Investments Internal Consultant - RRBBaltimore, New YorkThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Finance Operations Support ApTaskFinance Operations SupportBaltimore, MD$27–$30 / hourThis role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties. The Clearing & Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms.
Trade Settlements - Baltimore, MD Hybrid eTeam Inc.Trade Settlements - Baltimore, MD HybridBaltimore, MD$28–$30 / hourOperations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateWashingtonOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateBethesda, MarylandOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Vice President, AI Risk and Governance LPL Financial Holdings IncVice President, AI Risk and GovernanceArlington, VA$137,093–$228,454 / yearThe role will lead the day-to-day execution and continued maturation of the firm's enterprise AI governance program, accountable for assessing and overseeing AI risk across LPL's business functions, maintaining a defensible governance framework, and partnering across functions to enable responsible AI adoption at pace. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.