- Deloitte (Washington, DC)
- …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 ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located… more
- Bank of America (Washington, DC)
- …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 (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
- JPMorgan Chase (Washington, DC)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and… 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
- 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
- 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
- DHS Headquarters (Washington, DC)
- …for senior officials which outline issues pertaining to foreign investment transactions and recommend courses of action. This involves in-depth analysis and ... of national and homeland security risks arising from foreign investment in the United States as part of DHS...in working groups and other activities relating to the management of stakeholders in a national security or foreign… more
- DHS Headquarters (Washington, DC)
- …and Legislation (APL); the DHS Suspension and Debarment Official; and other DHS Senior leadership on acquisition management , policy, and suspension and debarment ... serve as the principal legal advisor to the Program Accountability and Risk Management (PARM) Office, to Acquisition Policy and Legislation (APL), and to the… 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
- HUB International (Rockville, MD)
- …advisors across the country to preserve enduring family values through responsible wealth and risk management . AgencyONE works closely and collaboratively with ... to the following:** + Assist departments as directed by management or senior members of the team...providing property and casualty, life and health, employee benefits, investment and risk management products and services.… 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