Financial Manager Savantage SolutionsFinancial ManagerRockville, MD$110,000–$132,000 / yearSavantage Solutions is seeking a Financial Manager to join our professional services team supporting the mission of a federal government agency dedicated to enabling the Department of Defense, the U.S. Government, and international partners to counter and deter weapons of mass destruction and improvised threat networks. Document development efforts and produce guides, job aids and other information to support the Agency’s automated spend plan management system and other financial tools (to include but not limited to DAI, Joint Integrated CBRN Analytic Platform (JICAP), and Dormant Account Review Quarterly (DAR-Q).
Service Operations Manager - MEP/HVAC JobotService Operations Manager - MEP/HVACFairfax, VA$150,000–$220,000 / yearAs a Service Operations Manager, you will lead the day-to-day performance of a growing HVAC and Plumbing Service division, overseeing Field Teams, operational processes, customer relationships, and overall business performance across Commercial, Multifamily, and Residential service operations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
IT Project Manager (VMware / Broadcom Professional Services) Calibre SystemsIT Project Manager (VMware / Broadcom Professional Services)Alexandria, VACALIBRE Systems, inc, an employee owned mission focused solutions and digital transformation company, is seeking an IT Project Manager to support Broadcom (VMware) Professional Services engagements. This role ensures projects are delivered on time, within scope and budget, while maintaining high levels of customer satisfaction.
Software Engineer JobotSoftware EngineerArlington, VA$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you have a solid grounding in software engineering, continuous delivery, and computer science, and are looking for a career opportunity to grow and leverage those skills to the fullest while working on cutting edge technologies – Here is the place to be!
Financial Analyst Sparks GroupFinancial AnalystHerndon, VAThe ideal candidate will have a bachelor’s degree along with at least 3 years of financial analyst experience within large complex organizations, an interest in utilizing AI, proficient in MS Office and SAP as well as a demonstrated record of delivering value through continuous improvement and cost saving initiatives. Collaborate with Operations, Accounting, and Systems teams to ensure alignment across IFRS/US GAAP, develop overhead allocation models, and formulate unit costing and hourly rate structures for commercial pricing strategies.
Member Services Representative / Teller Sparks GroupMember Services Representative / TellerWashington, DC$20–$21.50 / hourResponsibilities : Provide a variety of services for members including receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording mail deposits, selling cashier's checks and traveler's checks in person or via phone, mail or email. Cross-sell credit union products by answering inquiries, informing members of new services and product promotions, ascertaining members' needs.
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.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceWashington, DC$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. 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.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceWashington, DCCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewBudget & Financial Analyst Air Line Pilots AssociationBudget & Financial AnalystTysons (McLean), VARemote$73,625–$115,549 / yearEmployees do not have to pay premiums if they enroll in the Aetna High Deductible Health Plan or the Kaiser HMO Plan; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid coverage for long term disability, life insurance, and accidental death & dismemberment; Flexible Spending and Health Savings accounts; Retiree health plan and a retiree health account (retiree HRA). The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Budget & Financial Analyst for our office in Tysons (McLean), Virginia.
NewMortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
Supervisor, Paralegal Services - Washington, DC Page GroupSupervisor, Paralegal Services - Washington, DCWashington, DC$135,000–$150,000 / yearFull timeThe position partners with legal and administrative leadership to optimize workflows, enhance team performance, and deliver high-quality support across practice areas. Our client is a globally recognized law firm operating at the forefront of complex legal matters, including transactions, litigation, and regulatory work.
NewManager, Business Tax Services - Employee Benefits Compliance KPMGManager, Business Tax Services - Employee Benefits ComplianceMcLean, VA$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewCustomer Service Representative TEKsystemsCustomer Service RepresentativeHerndon, VA$20–$21 / hourWe’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.
Member Experience Associate Sparks GroupMember Experience AssociateWashington, DC$19–$24 / hourSparks Group is partnering with a highly respected Washington, DC credit union to hire a Bilingual (Spanish/English) Member Experience Associate, a dynamic, people-centered role perfect for early-career professionals who love helping others and want to grow in the banking industry. From guiding members through everyday transactions to helping them navigate digital banking tools, you’ll play a key role in building trust, solving problems, and shaping a positive financial journey for the community you serve.
Senior Accountant Sparks GroupSenior AccountantRockville, MD$105,000–$125,000 / yearThe ideal candidate will have a bachelor’s degree in accounting with 7 years of accounting experience (to include working in public accounting and/or financial services highly preferred) and able to work in a fast past environment. As the Sr Accountant and Commissions Specialist, you will report to the CFO and work with a small team to oversee the daily accounting functions workflow to ensure accurate financial reporting of the department.
NewCybersecurity Risk Analyst ECLAROCybersecurity Risk AnalystManassas, VA$60–$62 / hourThe successful consultant will be the Subject Matter Expert (SME) for TPRM program, currently administered through the SAFe platform, and will be equally responsible for insider threat monitoring, custom cybersecurity awareness training development, awareness metrics reporting, Disaster Recovery (DR) coordination, and executive-level risk reporting. Develop audience-specific SharePoint pages tailored to the information needs of distinct stakeholder groups, including IT leadership, department managers, executive sponsors, audit / compliance teams, and general staff, applying role-based access controls and page permissions accordingly.
NewInsurance Agent - Columbia, MD Horace MannInsurance Agent - Columbia, MDColumbia, MDFocused on continuing to build from an existing book of business while expanding market access within the educator community through school events, networking, and referrals, with renewal income earned as new business is written. Assumes and expands an existing book of educator clients with in-force policies and immediate renewal income , while continuing to grow relationships and deepen market presence.
NewVice President of Marketing & Communications HITT ContractingVice President of Marketing & CommunicationsFalls Church, VA$160,000–$220,000 / yearThis is a senior leadership role for a marketing executive with a builder's mindset: someone who understands that a strong brand is lived as much as it is seen — expressed through every client interaction, every employee moment, and every touchpoint in between. Demonstrated success leading, developing, and retaining a large, multi-disciplinary marketing team; experience managing director-level leaders and building a department culture of accountability and excellence.
NewSenior Branch Office Administrator Edward JonesSenior Branch Office AdministratorBethesda, MDEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewBranch Office Administrator Edward JonesBranch Office AdministratorWaldorf, MDEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewSenior Data Scientist JobotSenior Data ScientistArlington, VA$130,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role will partner cross-functionally with business and technical teams to build scalable data solutions, translate complex insights, and help shape AI-driven strategy.
Audit Senior JobotAudit SeniorRockville, MD$65,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a regional full service accounting and consulting firm with offices located Rockville, MD serving businesses in real estate, construction, financial services, high net worth individuals, etc.
Sr Tax Manager JobotSr Tax ManagerRockville, MD$180,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a regional full service accounting and consulting firm with offices located Rockville, MD serving businesses in real estate, construction, financial services, high net worth individuals, etc.
Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
Commercial Tenant Services & Events Coordinator EastBanc IncCommercial Tenant Services & Events CoordinatorWashington, DC$60,000–$70,000 / yearThe Coordinator manages tenant requests, oversees conference center reservations and billing, maintains insurance compliance records, and helps plan tenant events and community programs. The ideal candidate is organized, customer-focused, detail-oriented, and enjoys building strong relationships while keeping day-to-day operations running smoothly.
Financial Services Representative - State Farm Agent Team Member Tianya Edgerton - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLanham, MDROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tianya Edgerton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAThe Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Insurance and Financial Services Position - State Farm Agent Team Member Renee' Montague - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberArlington, VARemoteROLE DESCRIPTION: As an Insurance AND Financial Service Team Member for Renee' Montague - State Farm Agent, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerArlington, VAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Services Position - State Farm Agent Team Member Jose Herrera - State Farm AgentFinancial Services Position - State Farm Agent Team MemberArlington, VABy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Insurance and Financial Services Position - State Farm Agent Team Member Anh Nguyen - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberAlexandria, VAAnh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Financial Services Representative – State Farm Agent Team Member Anh Nguyen - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberAlexandria, VAAnh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Financial Services Assistant – State Farm Agent Team Member Anh Nguyen - State Farm AgentFinancial Services Assistant – State Farm Agent Team MemberAlexandria, VAAnh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Financial Services Administrator – State Farm Agent Team Member Anh Nguyen - State Farm AgentFinancial Services Administrator – State Farm Agent Team MemberAnnandale, VAAnh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Senior Vice President (SVP), CFO Services CyberData TechnologiesSenior Vice President (SVP), CFO ServicesAlexandria, VirginiaThe ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerWashington, DC$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our 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.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateDC$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.
Sales Enablement Specialist - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MDThe Financial Services Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Under the general supervision of a Partner or Director of Sales, you will begin with an in-depth training program to gain technical knowledge of retirement plan solutions, financial services offerings, and effective advisor support practices, as well as learn the firm's value proposition to support our clients' needs and passions.
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.
Insurance and Financial Services Position - State Farm Team Member Neil Mckinnon - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberFairfax, VAAs Insurance and Financial Services Position - State Farm Team Member for Neil Mckinnon - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Services Representative – State Farm Agent Team Member Jose Herrera - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberArlington, VAROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Jose Herrera - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member David Munson AgencyFinancial Services Representative - State Farm Agent Team MemberBethesda, MDBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience.
NewSenior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Services Position – State Farm Agent Team Member Jose Herrera - State Farm AgentFinancial Services Position – State Farm Agent Team MemberArlington, VASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance and Financial Services Position - State Farm Team Member Thomas Ntuk - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberHerndon, VAAs Insurance and Financial Services Position - State Farm Team Member for Thomas Ntuk - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
NewSenior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingDCWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
NewSales Enablement Specialist - The Baldwin Group Financial Services Baldwin Group ColleagueSales Enablement Specialist - The Baldwin Group Financial ServicesBethesda, MarylandThe Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.