- M&T Bank (Baltimore, MD)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Baltimore, MD)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- HUB International (Bethesda, MD)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... about our talent. We currently have an opportunity for a **Client Service Associate - Wealth Management** to join our Retirement and Private Wealth team in our… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... service support to an experienced team, which includes 3 Senior Financial Advisors. + Provides excellent Client Service to...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Carrington (Owings Mills, MD)
- …TPO Process flows, and Loan Operating Systems + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Cherry Bekaert (Bethesda, MD)
- …services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director,...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… 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 will be ... branch is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a...5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable… more
- Morgan Stanley (Baltimore, MD)
- …critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is a critical component of ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- IGT (MD)
- …and Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player insights, operational ... champion of the Deals Desk process and a trusted advisor to sales in the following areas: + Performs...- verbal, written and presentations. + Experience interacting with senior sales and executive management on a regular basis.… more
- Xerox (Annapolis, MD)
- …Job Level Individual Contributor Job Type Experienced Job Field Sales Seniority Level Mid- Senior Level Currency USD - United States - US Annual Base Salary Minimum ... drivers, and a strong financial understanding, along with a wealth of business, market and competitive knowledge, they are...business. + Building an effective working relationship at a senior level to build trust and engagement from the… more
- S&P Global (MD)
- …solutions for the biggest security challenges. We are looking for a Senior security engineer responsible for development and implementation of security architecture ... and work with cross functional teams to implement remediations. This position is a senior technical role and will drive the Secure SDLC roadmap, assist with maturing… more
- Bank of America (Columbia, MD)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in… more
- Bank of America (Baltimore, MD)
- …sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include ... other operational services offered by the bank. **Responsibilities:** + Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2… more
- Morgan Stanley (Bethesda, MD)
- …* At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management ... a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel… more
- Morgan Stanley (Baltimore, MD)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a… more