VP, Investment Officer - Data Centers (Central/East) Prologis IncVP, Investment Officer - Data Centers (Central/East)Columbia, MD$206,400–$283,800 / yearKey responsibilities include: Partner with local Investment Officers, Project Managers, Market Officers and Leasing teams to drive deal flow by directly identifying new capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of data center and industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial CenterBethesda, MDAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment Analyst Pennington Partners and CoInvestment AnalystBethesda, MarylandThe Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. Working knowledge of global security types including equities, loans, bonds, OTC securities, alternative investments, etc.
VP, Investment Officer - Data Centers (Central/East) ProLogisVP, Investment Officer - Data Centers (Central/East)Columbia, MD$206,400–$283,800 / yearKey responsibilities include: Partner with local Investment Officers, Project Managers, Market Officers and Leasing teams to drive deal flow by directly identifying new capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of data center and industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
Senior Analyst, Marketing Investment & Planning GEICO GENERAL INSURANCE COMPANYSenior Analyst, Marketing Investment & PlanningBethesda, MD$100,450–$157,850 / yearThis role reports to the Director of Investment Strategy and partners with Product Owners, Channel Owners, and Finance/FP&A to manage annual and quarterly budgets, oversee purchase workflows, improve forecast accuracy, and deliver insights on variances, risks, and cost efficiency. Manage monthly, quarterly, and annual rhythms within the Marketing org to enable transparent budget management across the team holding budget managers accountability for reforecasts and identification of risks and opportunities for spend optimizations.
NewTreasury & Investment Manager United EducatorsTreasury & Investment ManagerBethesda, MD$140,000–$160,000 / yearLead day-to-day treasury activities, including cash positioning, liquidity management, bank account oversight, and short- and long-term cash forecasting. Develop and maintain forecasts of investment income, cash flows, and portfolio activity for use in financial planning, capital management, and strategic decision-making.
Investment Consultant - Hybrid (North Bethesda, MD) OneDigital Investment AdvisorsInvestment Consultant - Hybrid (North Bethesda, MD)Bethesda, Maryland$50,000–$55,000 / yearOneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).· Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.·
Investment Advisor, Wealth & Retirement (Remote) NFP CorpInvestment Advisor, Wealth & Retirement (Remote)Potomac, MDRemote$70,000–$110,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
NewAssistant Director, Family Investment Administration (Program Manager I) State of MarylandAssistant Director, Family Investment Administration (Program Manager I)Frederick, MDThis includes ensuring compliance with all applicable federal and state laws and regulations, direct and indirect supervision of all staff responsible for eligibility determination, employment activities, other local initiatives, distribution of staff and workload to accomplish required results, assuring services are provided in an equitable, accurate and timely manner to eligible Frederick County residents, and establishing and maintaining community partnerships in support of customer service needs and agency goals. Programs include: Temporary Cash Assistance (TCA), Temporary Disability Assistance Program (TDAP), Maryland Medical Assistance (MA) --Families and Children, Maryland Children''s Health Program, Long Term Care, Aged Blind, Disabled, Supplemental Security Income, Qualified Medicare Beneficiary, Supplemental Limited Medicare Beneficiary and others--, Emergency Assistance to Families with Children (EAFC), and Child and Adult Care Food Program.
Market Leader, Wealth & Investment Management United Bank, Inc. (Inactive)Market Leader, Wealth & Investment ManagementBethesda, MD$165,818–$290,182 / yearJOB SUMMARY: The Market Leader's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as managing complex fiduciary accounts and relationships. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.
Director, Investments & Property Management Park Hotels & Resorts IncDirector, Investments & Property ManagementBethesda, MD$175,000–$190,000 / yearThe Director, Investments & Portfolio Management position is responsible for implementing the company's investment strategies (including acquisition, disposition, joint venture and ground lease transaction work) and managing the company's portfolio management program. Coordinate execution of dispositions aligning with company's strategic investment initiatives, including coordination of brokerage team, deal negotiation, buyer due diligence support, investment committee preparation and closing planning.
Entry-Level Investment Sales Associate Arrow Investment Advisors, LLCEntry-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.
Head of Investment Data & AI ChoreoHead of Investment Data & AIColumbia, MDThis role sits deliberately at the intersection of investment process and technology — it does not own enterprise IT, security, or firm-wide vendor contracts (those remain with Firm Operations and Technology), and it does not own investment judgment calls (those remain with the Manager Research Leads, Portfolio Strategy Lead, and CIO per a decision-rights matrix). This role is accountable for agentic workflows (initially focusing on research summarization, meeting documentation, the shared research knowledge base, due diligence data-gathering, advisor content drafting, portfolio monitoring and more) both in terms of development and guardrails, and compound in value as the platform scales.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsBethesda, MarylandKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Investment Consultant - Hybrid (North Bethesda, MD) OneDigital Health and Benefits, Inc.Investment Consultant - Hybrid (North Bethesda, MD)Bethesda, MD$50,000–$55,000 / yearOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Our Newest Opportunity: The Investment Consultant plays a critical role in supporting OneDigital's retirement plan services by providing advanced investment expertise, analysis, and solutions.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementMontgomery County, MD$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
Tax Experienced Manager, Alternative Investments BDO USA PCTax Experienced Manager, Alternative InvestmentsPotomac, MD$136,000–$165,000 / yearJob Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.