- Deloitte (Mclean, VA)
- …days per week + 8+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + One of the ... 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
- 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 ... **Client Service Associate** to join our Retirement and Private Wealth team in our **Bethesda, MD** office. The selected...forms + Run reports and provide status updates to senior client service associate(s) on new account forms, confirming… more
- Bank of America (Mclean, VA)
- …This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... include overseeing the administration and business development of complex investment management and trust accounts and working...Risk Management * Business Development * Client Management * Wealth Planning * Customer and… more
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... Power, Utilities & Renewables Advanced Distribution Management Systems Senior Manager What we do Operations and Technology Transformation delivers market leading… more
- KPMG (Mclean, VA)
- …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 (Chantilly, 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
- 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
- KPMG (Mclean, VA)
- **Business Title:** Senior Associate, Complex Valuation **Requisition Number:** 111989 - 97 **Function:** Tax Services **Area of Interest:** **State:** VA **City:** ... 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
- Morgan Stanley (Washington, DC)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk… more
- Bank of America (Washington, DC)
- …and client interaction. + Support revenue growth of the market by meeting individual investment management , credit and deposit goals. + May be responsible for ... and prestigious financial services firm, most likely in a wealth management , private banking and/or trust field.... Management + Customer and Client Focus + Investment Management + Presentation Skills + Active… 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
- 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
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... Recruiting for this role ends on June 3, 2024. Work You'll Do Senior Consultants work within an engagement team.Key responsibilities will include: + Function as… 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
- Cayuse Holdings (Washington, DC)
- …Tribes of the Umatilla Indian Reservation (CTUIR), and the CFO will interact directly with senior management and the Board of Trustees for the CTUIR. All duties ... influence future direction of the company. + Structuring debt investment to optimize working capital with company growth. +...Must have significant experience working with treasury and strategic wealth management and growth which will be… more
- Deloitte (Mclean, VA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... on June 3, 2024. Work You'll Do As a Senior Consultant, you will help lead and deliver small...of reusable collateral + Ability to effectively communicate with senior client stakeholders, project sponsors and client teams +… 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