Client Services Manager Mitchell MartinClient Services ManagerMcLean, VA$105,000–$150,000 / yearBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. This role involves managing service delivery, enhancing client experiences, and ensuring operational efficiency.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerWashington, DC$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Financial Services Global Structuring - Senior Manager PwCFinancial Services Global Structuring - Senior ManagerWashington, DC$124,000–$335,000 / yearExamples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. 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 .
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.
Business Development Manager, Securities and Financial Services WilmerHaleBusiness Development Manager, Securities and Financial ServicesWashington, DC$162,700–$203,400Full timeOur lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Clients and Markets assists SFS and the firm’s legal departments with identifying and pursuing qualified opportunities for gaining new and expanding existing client relationships, and with planning and executing a wide range of strategic business development and marketing activities.
J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial CenterBethesda, MDFull timeAid 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.
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.
NewBrokerage Registered Client Service Associate - Alexandria, VA Truist Financial CorpBrokerage Registered Client Service Associate - Alexandria, VAAlexandria, VA$58,000–$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.
Tax Services Manager Hub InternationalTax Services ManagerMclean, VA$130,000–$150,000 / yearHUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Client Service Associate ChoreoClient Service AssociatePotomac, MDChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.
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 .
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerWashington, DC$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Director, Regulatory Practices - Enterprise Services Risk Operations Capital OneDirector, Regulatory Practices - Enterprise Services Risk OperationsMcLean, VirginiaConnect dots across regulatory interactions and driving internal awareness among Enterprise Services Risk, Regulatory Affairs, and business leadership across the enterprise, of focus areas and potential sensitivities to minimize regulatory risk, and ensuring the enterprise is meeting expectations set forth by law, regulation, and agency guidance. You will partner across Enterprise Services (ES) to develop and support successful, forward-thinking regulatory engagements and reporting in a manner that supports innovation, protects our customers, shareholders, and associates, and considers themes, opportunity patterns and scale across the function and enterprise.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorWashington, DC$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. 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 .
Senior Financial Planning Associate RangeSenior Financial Planning AssociateMcLean, VirginiaManage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members.
Management Consulting Partner - Government Contracting Advisory Services Contracting RSMManagement Consulting Partner - Government Contracting Advisory Services ContractingWashington DC, District of ColumbiaAs a managing consulting Partner/Managing Director in RSM’s growing Management Consulting Government Contracting Advisory Practice, you will have the opportunity to draw from your experience and knowledge while continuing to maximize your leadership skills and practice through a high degree of client exposure, people development and mentorship opportunities, with a diverse and inclusive culture. Draw upon your demonstrated Government Contracting technical knowledge and advisory skills to become a trusted advisor to our clients; incorporating emerging regulatory and global issues, risks, trends and concepts into client service.
Financial Services Managing Consultant Berkeley Research GroupFinancial Services Managing ConsultantWashington, District of ColumbiaThe work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business. Functional Capabilities Prior skills or experience working in the following topical areas is highly preferred: Risk and Control Assessments; Process mapping/flows; Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements); Business process remediation; Consumer compliance testing and financial harm analysis; Business analysts (user requirement development / user acceptance testing); Quantitative / Qualitative analysis; Valuation of financial instruments; Project / program managers.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistWashington, DCRemote$140,000–$160,000 / yearWe 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. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPManager - Transaction Advisory ServicesWashington, DC$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager - Transaction Advisory ServicesWashington, DC$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.