Accounts Payable Specialist Legence CorpAccounts Payable SpecialistDC$28–$36 / hourEstablished in 1984, The Bowers Group is a trusted provider of mechanical construction, service, and repair solutions across Maryland, Virginia, and Washington, D.C. With over three decades of experience, we serve a wide range of clients-from general contractors and technology-driven organizations to healthcare facilities, government agencies, and property managers. Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations.
Tax Senior Manager - Washington National Tax - Financial Instruments RSMTax Senior Manager - Washington National Tax - Financial InstrumentsWashington DC, District of ColumbiaAssist clients on a range of financial instruments and related M&A tax issues such as recapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest, and hedging transactions. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Financial Reporting Manager Rockefeller Capital ManagementFinancial Reporting ManagerBethesda, Maryland$175,000–$200,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting.
Director, Commercial Accounts - CFA (Remote) Blue Cross and Blue Shield AssociationDirector, Commercial Accounts - CFA (Remote)Baltimore, MDRemote$140,000–$236,250 / yearExtensive knowledge of underwriting principles; group health/life insurance financial/funding mechanisms; healthcare delivery systems, including pricing methodologies and cost reimbursement mechanisms for both Health Maintenance Organizations (HMO) and indemnity systems; and health insurance products and networks. QUALIFICATIONS: Education Level: Bachelor''s Degree in Business, Marketing, Sales or related field OR n lieu of a Bachelor''s degree, an additional 4 years of relevant work experience is required in addition to the required work experience.
Staff Accountant UsalcoStaff AccountantBaltimore, MDUsalco, LLC, a rapidly growing national leader in the potable and industrial water/wastewater treatment chemistry industry, is looking to hire a Staff Accountant to support the company's robust growth plan. Responsible for processing payroll for employees, which includes collecting and verifying timesheet data, calculating wages, overtime, deductions, bonuses, and taxes according to federal, state, and local regulations.
Senior Staff Accountant Legence CorpSenior Staff AccountantDC$85,000–$120,000 / yearEstablished in 1984, The Bowers Group is a trusted provider of mechanical construction, service, and repair solutions across Maryland, Virginia, and Washington, D.C. With over three decades of experience, we serve a wide range of clients-from general contractors and technology-driven organizations to healthcare facilities, government agencies, and property managers. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities.
Financial Account Representative – State Farm Agent Team Member Chris Aguirre - State Farm AgentFinancial Account Representative – State Farm Agent Team MemberKensington, MDFull timeTo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Relationship Banker - Parole Financial Center Bank of America CorpRelationship Banker - Parole Financial CenterAnnapolis, MD$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Workday Certified Financials Accounting Center/Prism Consultant Accenture PlcWorkday Certified Financials Accounting Center/Prism ConsultantArlington, VAWhatever your unique qualities, a few key traits should apply: • You're passionate about technology and motivated to apply the latest technology trends • You're proactive and collaborative; a leader with effective communication skills • You're driven by new challenges and are motivated to improve • You're a creative problem solver with the flexibility to navigate uncertainty • You're focused on the future with a desire to develop inclusive, responsible and sustainable solutions to complex challenges. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Healthcare Financial/Actuarial Senior Director Willis Towers Watson PLCHealthcare Financial/Actuarial Senior DirectorArlington, VA$140,000–$225,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Accounting Assistant Manager, bilingual Korean Cesna RecruitmentAccounting Assistant Manager, bilingual KoreanWashington, DC$78,000Oversees the production of periodic financial reports; ensures that the reported results comply with K-IFRS for headquarters’ consolidated closing and IFRS for the US entity’s statutory audit. - Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.
Controller, Accounting Operations & FP&A (Remote) UrrlyController, Accounting Operations & FP&A (Remote)Washington, DCRemote$120,000–$150,000 / yearThis is an internal Controller role for someone who is already strong in accounting operations and wants a broader seat across faster close, cleaner reporting, FP&A support, acquisition integration, automation, and direct partnership with senior finance and executive leadership. You will likely enjoy this role if you are energized by a scaling sponsor-backed company, direct exposure to finance leadership, building structure without a fully built playbook, and making accounting faster, cleaner, and more useful to the business.
Relationship Banker - Mountain Road Financial Center Bank of America CorpRelationship Banker - Mountain Road Financial CenterGlen Burnie, MD$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - Annapolis Mall Financial Center Bank of America CorpRelationship Banker - Annapolis Mall Financial CenterAnnapolis, MD$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Financial Analyst AerovironmentSenior Financial AnalystArlington, VA$101,000–$154,000 / yearIn order to comply with the requirements of the ITAR and/or the EAR, applicants must qualify as a U.S. person under the ITAR and the EAR, or a person to be approved for an export license by the governing agency whose technology comes under its jurisdiction. Please understand that any job offer that requires approval of an export license will be conditional on AeroVironment's determination that it will be able to obtain an export license in a time frame consistent with AeroVironment's business requirements.
Senior Analyst, Fund Management Global Private Equity The Carlyle Group Inc.Senior Analyst, Fund Management Global Private EquityWashington, DC$105,000–$110,000 / yearFM: (1) partners with segment and fund leadership in setting strategic direction and decision-making; (2) collaborates with the business to ensure strong risk management and high performance; (3) connects the business to the broader organization to leverage the full breadth of Carlyle resources; (4) supports business and investor relations teams in proactively managing and growing investor relationships; and (5) brings a combined finance and operational skillset to managing risk and compliance. Carlyle's purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations.
Budget / Acquisition / Financial Analysts Cybermedia Technologies LLCBudget / Acquisition / Financial AnalystsDC$105,383–$161,889 / yearHeadquartered in McLean, VA, CTEC has over 300 team members working on mission-critical systems and projects for agencies such as the Department of Homeland Security, Internal Revenue Service, and the Office of Personnel Management. The ideal candidates will provide acquisition consulting, budget tracking, financial analysis, data management, and reporting support to ensure successful program execution and compliance with federal acquisition regulations and policies.
Manager, Internal Controls KBRManager, Internal ControlsArlington, VAPartnering closely with Accounting, Finance, Internal Audit, IT, and business stakeholders, the Manager will help drive control readiness activities, support SOX compliance efforts, identify opportunities for process improvement, and contribute to the development of a scalable and sustainable control framework as the organization continues to evolve. While KBR strives to maintain a global, flexible, diverse, and sustainable work environment for our people, we currently offer flexible working arrangements, including hybrid, remote working, and virtual delivery to help reinforce and strengthen our strong commitment to becoming a more socially sustainable company, allowing us to provide greater work-life balance and flexibility.
Cost Accounting Compliance Analyst Shield AI IncCost Accounting Compliance AnalystWashington, DCYou will partner closely with Accounting, Finance, Legal, Contracts, and Program Management teams to ensure accurate cost reporting, support audits, and maintain compliant pricing structures across programs. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
FINANCIAL ANALYST IV MindlanceFINANCIAL ANALYST IVBaltimore, MDThe ideal candidate will have strong commercial acumen, the ability to communicate with senior stakeholders and customer decision-makers, and experience supporting financing documentation, regulatory or contractual requirements, and cross-functional deal execution. Experience in energy project finance, distributed energy assets, energy efficiency transactions, project finance, tax equity, capital lease finance, or related commercial financing structures is highly preferred.
Director of Finance HEALTH CARE FOR THE HOMELESS, INC.Director of FinanceBaltimore, MDIn collaboration with other members of management and leadership, the Director of Finance ensures legal and regulatory financial compliance, routinely evaluates financial processes throughout a multi-sited organization, and continually seeks new ways to improve financial performance and oversight in support of leadership, staff, and clients. Five years of management experience with accounting and control systems, maintaining financial records, controlling budgetary expenditures, directing account reconciliations, and cash management.
CAS Supervisor SorrenCAS SupervisorAnnapolis, MarylandSorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Accounts Payable Accountant 16826194 Cherry BekaertAccounts Payable Accountant 16826194MarylandOur client is a rapidly growing private equity-backed organization seeking a high-performing Accounts Payable Specialist to join its finance team. This is an excellent opportunity for an accounting professional who enjoys working in a fast-paced environment, improving processes, and contributing beyond traditional invoice processing.
NewLoan Fund, Assistant Controller Enterprise ResidentialLoan Fund, Assistant ControllerColumbia, MarylandIn addition to working closely with internal operations team members within ECLF, this role interfaces regularly with investors, auditors, and other third parties, ensuring accurate financial reporting, compliance with debt agreements, and effective financial management of fund structures. Since 1982, we have invested $92.0 billion and created 1.1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands – all to make home and community places of pride, power and belonging.
Accounting Coordinator - Bethesda, MD The Children's Inn at NIHAccounting Coordinator - Bethesda, MDBethesda, MD$27.88–$29.81 / hourOverview: The Accounting Coordinator supports all Finance Department functions including accounting system data entry, electronic accounts payable and workflow system, spreadsheet development and other tasks as assigned by the CFO. Ensure that internal control procedures and all new vendor and vendor change policies and procedures are followed; taking care to be alert to, and report, any suspicious or fraudulent activity to protect The Inn’s assets.
NewManagement Analyst District Of ColumbiaManagement AnalystWashington, DCThe chief functions of the management analyst include assisting with the preparation of budget estimates and justifications for all agency program areas; development of cross-agency policies to ensure consistent and compliant grant management practices; provision of regular support and guidance to grant managers; coordination of fiscal monitoring activities conducted by OSSE grant managers to ensure consistent and compliant practices; development and maintenance of fiscal performance profiles of OSSE sub-grantees and vendors. OSSE's Business Operations division provides and facilitates a wide array of services for both agency employees and external customers, including building and facility management, the resolution of parental disputes involving residency status and special education hearings, grants management and compliance oversight, coordination and oversight of the District's annual enrollment audit, management of residency investigations, and formulation for and implementation of agency-wide budget and finance activities.
NewDirector, Accounting Advisory Services (Insurance) KPMGDirector, Accounting Advisory Services (Insurance)Washington, DCAssist with Securities and Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings and other acquisition filings for both domestic and cross-border transactions. Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.
CFO - ACUTE University Health Services IncCFO - ACUTEWASHINGTON, DCMust be skilled at interpreting the abstract pieces of financial analysis and performance; preparing schedules and reports, using source data and compiling reports from others' schedules; skill in use of electronic spreadsheets and ability to manipulate data within proprietary and acquired data bases, using ACCESS, ECLYPSIS, or other databases; adept at skillfully communicating ideas and facts, packaging information and concepts in a way that increases understanding by others. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. States, Washington, D.C., Puerto Rico and the United Kingdom.
Senior Accountant-Sage Intacct Cherry BekaertSenior Accountant-Sage IntacctDistrict of ColumbiaCherry Bekaert Recruiting is seeking a hands-on and detail-oriented Senior Accountant to support the financial operations of a mission-driven non-profit organization . The ideal candidate brings strong technical accounting experience, leadership capability, and proficiency in Bill.com and Sage Intacct .
Deals Services - Manager, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Manager, Strategic Finance And Fp&A, Advanced Decision ModelingBaltimore, MD$112,100–$225,500 / yearThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
Financial Analyst Unity Health Care IncFinancial AnalystWashington, DCUnder the supervision of the Senior Director of Finance, the Financial Analyst is directly responsible for, but not limited to, performing statistical, cost and financial analysis, preparing and providing monthly, periodic and/or ad-hoc reports and dashboards. assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership.
Senior Accountant-Sage Intacct and Bill.com Cherry BekaertSenior Accountant-Sage Intacct and Bill.comDistrict of ColumbiaCherry Bekaert Recruiting is seeking a hands-on and detail-oriented Senior Accountant to support the financial operations of a mission-driven non-profit organization . The ideal candidate brings strong technical accounting experience, leadership capability, and proficiency in Bill.com and Sage Intacct .
Audit Letter Analyst Cooley LLPAudit Letter AnalystWashington DC, DC$68,640–$99,840 / hourWe offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year.
NewIndustrial Accountant ADP Middleware Test CompanyIndustrial AccountantAnnapolis, MDSkillsThe required skills in pharmaceutical formulations and product formulation are essential for accurately assessing the costs associated with manufacturing processes. The accountant will analyze cost structures related to pharmaceutical formulations and batch manufacturing, providing insights that drive strategic decision-making.
Accounting Manager-New Jersey Ave-DC-Full Time Unity Health Care IncAccounting Manager-New Jersey Ave-DC-Full TimeWashington, DCKey duties include maintaining the general ledger, developing and recommending accounting policies and procedures, ensuring effective internal controls, preparing monthly financial reports, and supervising accounts payable and general accounting functions. Assists the Controller in monitoring the Company's financial performance by performing financial analysis that helps to identify and explain context, trends, relationships of business activities.
Global Head, Client Finance Sodexo SAGlobal Head, Client FinanceNorth Bethesda, MDServe as a highly client-facing partner, demonstrating executive presence while proactively managing client relationships, stewarding financial investments, and delivering solutions that support business objectives. This is not a traditional finance role-this is an opportunity to influence strategy, shape partnerships, and drive real business transformation across a complex, multi-region environment.
Manager Of External Audits And Financial Controls- Finance- Hybrid Opportunity University of Maryland Faculty PhysiciansManager Of External Audits And Financial Controls- Finance- Hybrid OpportunityBaltimore, MDExact salary will ultimately depend on multiple factors, which may include the successful candidate's geographical location, skills, work experience, market conditions, internal equity, responsibility factor and span of control, education/ training and other qualifications. The referenced base salary range represents the low and high end of University of Maryland's Faculty Physician's Inc. salary range for this position.
NewProperty Accountant (Hybrid) - Real Estate Portfolio Spectrum Financial ServicesProperty Accountant (Hybrid) - Real Estate PortfolioWashington, DCThe role supports month-end, quarter-end, and year-end closings, prepares monthly statements and variance analyses, and reconciles banks and tenant receivables.#J-18808-Ljbffr. You will prepare journal entries, reconciliations, and GL analyses, and collaborate with property management and operations to ensure timely, GAAP-compliant financial reporting.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateWashington, DC$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateBaltimore, MD$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Life Service - Financial Service Representative Bank of AmericaLife Service - Financial Service RepresentativeHunt Valley, MarylandWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Management Consultant-II (MC-II) – Sensitive Activities Analyst – Hybrid BizFirstManagement Consultant-II (MC-II) – Sensitive Activities Analyst – HybridWashington, District of ColumbiaOur client is a boutique consulting firm that employs consultants and professionals with unique skill sets to support the federal government with strategic execution, financial process enablement, IT systems, and Enterprise Resource Planning (ERP) software implementation. BizFirst is assisting our client with recruiting a Full-time Management Consultant-II – Sensitive Activities Analyst– Hybrid (2 days on-site at Mark Center in Alexandria).
NewDirector, Oracle Accounting Hub KPMGDirector, Oracle Accounting HubWashington, DCResponsibilities: Lead Oracle Cloud Financials projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Finance and Procurement functions, business processes, security, and data integrity for the Oracle Cloud applications. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerBaltimore, MD$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerWashington, DC$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Gift & Estate Valuation Associate WithumGift & Estate Valuation AssociateColumbia, MD$65,000–$90,000 / yearThe Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Burlington, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Providence, RI; Columbia, MD; Tysons Corner, VA Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). The team's work spans gift and estate tax planning, financial reporting, transaction advisory, lender and SBA services, ESOPs, litigation support, and corporate planning, serving a client base that includes closely held businesses, high-net-worth individuals, private equity and venture capital funds, and healthcare organizations.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateBaltimore, MD$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Manager, Investment Funds DLA Piper LLP (US)Manager, Investment FundsBaltimore, MD$118,523–$164,525 / yearThe Manager, Investment Funds, working in collaboration with and in support of the firm's strategic initiatives, plays a pivotal role in fund administration, partnering with internal and external partners to ensure a best-in class fund management platform, including reporting, governance, capital activity, investor communications, and ongoing investment operations. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of AmericaFinancial Solutions Advisor - Participant Services (Series 7 required)Hunt Valley, MarylandMerrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Key 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.
Strategic Account Executive SunboundStrategic Account ExecutiveWashington, DCSuccess requires executive presence, disciplined pipeline management, and a consultative approach to complex, multi-stakeholder sales cycles. Strategic Pipeline & Revenue Ownership Build, qualify, and manage your high-quality pipeline across mid-market, enterprise senior living accounts.