- HSBC (Vienna, VA)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... activities which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting… more
- HSBC (Vienna, VA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… more
- Citigroup (Washington, DC)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Morgan Stanley (Potomac, MD)
- …investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with ... *POSITION SUMMARY:* The Wealth Management Analyst/Associate is often the first point...a fast-paced, evolving environment *REPORTS TO:* * Business Service Officer For Maryland-Expected base pay rates for the role… more
- Citigroup (Washington, DC)
- The Community Mortgage Lending Officer is an experienced level position responsible for driving mortgage sales and client relationships through engagement with ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- Truist (Washington, DC)
- …new business mandates. + Supporting and cultivating our Truist Integrated Relationship Management Partners for opportunities within Commercial, Wealth teams, ... description:** The Foundations & Endowments Specialty Practice (FESP) Business Development Officer is primarily responsible for the selling of investment products to… more
- Citizens (Arlington, VA)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more
- City National Bank (Washington, DC)
- …asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… 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, ... Vice President of Operations reporting to the Chief Operating Officer , will lead the clinical and nonclinical functions of...Serve as the operations support for the health plan relationship , including but not limited to leading Joint Operating… more
- Federal Emergency Management Agency (Washington, DC)
- …position collaborates with the Office of the Chief Administrative Officer , Installation and Infrastructure Division, Federal Emergency Management Agency, Department ... The ideal candidate for this position will have experience maintaining cooperative relationship and initiate contacts for the purpose of planning and coordinating a… more
- KPMG (Washington, DC)
- …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 ... and safety and soundness regulations, (such as a compliance manager and/or officer , auditor, examiner, advisor, consultant, or regulatory counselor) at a large… more