- HUB International (Bethesda, MD)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to ... have an opportunity for a **Client Service Associate - Wealth Management ** to join our Retirement and...providing property and casualty, life and health, employee benefits, investment and risk management products and services.… more
- Deloitte (Mclean, VA)
- …per week + 8+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax… more
- KPMG (Washington, DC)
- …at a publication quality level to communicate findings and recommendations to the clients senior management team + Ability to travel as required to support firm ... **Business Title:** Senior Associate, Federal Tech Risk Management ...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Wells Fargo (Sterling, VA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- Wells Fargo (Washington, DC)
- …Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management . Wells Fargo ranked No. 47 on ... small business growth, financial health, and a low-carbon economy. ** Wealth & Investment Management ** ...goals. + Serve as a strategic legal advisor to senior business and staff leaders of the Wealth… more
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... Operations & Technology Transformation Senior Consultant, Guidewire Data Migration - ETL Developer...serving over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting… more
- HUB International (Rockville, MD)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located… more
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... transformational change to their specific organization. Work Y ou'll Do Senior Consultants work within an engagement team.Key responsibilities will include: +… more
- KPMG (Washington, DC)
- **Business Title:** Senior Associate, WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 111440 - 21 **Function:** Tax Services **Area ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... well-being + Community engagement opportunities + And more! The Senior Manager, FP&A will play a pivotal role in...VA. Responsibilities + Effectively use technology to coordinate the management of financial data and definitions to enable improved… more
- Atria Wealth Solutions (Rockville, MD)
- Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... products, and satisfied customers. Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path… more
- Atria Wealth Solutions (Fairfax, VA)
- …their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to help ... to hear from you! Responsibilities: + Provide comprehensive financial planning and investment advisory services to clients, tailored to their unique financial goals… more
- Morgan Stanley (Columbia, MD)
- …to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit ... branch is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale,...Strong attention to detail . Ability to interact with senior management team, Financial Advisors, support staff,… more
- HUB International (Vienna, VA)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. HUB has more ... skills + Strong ability to build relationships, especially with senior leadership + High attention to detail + Ability...providing property and casualty, life and health, employee benefits, investment and risk management products and services.… more
- S&P Global (Washington, DC)
- …analyzing policy issues- specifically trade and FTA policies, trade economics, direct investment flows, economic impact, and scenario analysis. The Middle East is ... you:** + Be an integral part of the development, management , and growth of the European and Middle East...ministries, multi-national corporations, and financial institutions + Engage with senior client leaders, from senior government policy… more
- Bank of America (Washington, DC)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... + Referral Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as… more
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... product innovation, and growth strategy development. Using a combination of direct management and hands-on delivery, you will craft solutions for clients, guide and… more