- Citigroup (Falls Church, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Wells Fargo (Washington, DC)
- **About this role:** Wells Fargo is seeking a Divisional Governance Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial… more
- Bank of America (Reston, VA)
- …Demonstrated track record of success + Proficiency in using Sales Force / Client Relationship Manager Tool + Strong understanding of the Financial Advisor role ... Blue Bell, Pennsylvania;Reston, Virginia; Virginia Beach, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Truist (Rockville, MD)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass...and retail lending solutions. (Banking experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) OR, 3 years'… more
- Georgetown Univerisity (Washington, DC)
- …prospective donors via statistical or other creative means. They act as a project manager on projects and requests related to our internal clients. In concert with ... Development Professionals: Prospect Research Essentials; Financial Capacity Evaluation and Wealth Indicators; Prospect Interests and Networks/Relationships; Research Checklist and… more
- Kiewit (Washington, DC)
- …best practices for all projects that we support. Our participation leads to safe , cost effective, and innovative designs that achieve client expectations and further ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more