- Citigroup (Washington, DC)
- 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
- HSBC (Vienna, VA)
- …we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide ... and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and… more
- Citigroup (Washington, DC)
- …to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, ... Citi Global Wealth brings together the full power of Citi...power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and… more
- M&T Bank (Washington, DC)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Citizens (Arlington, VA)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client...a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens… more
- JPMorgan Chase (Mclean, VA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for… more
- Bank of America (Columbia, MD)
- Business Banking Sr. Relationship Manager / Relationship Manager - Baltimore / Columbia, MD Columbia, Maryland;Baltimore, Maryland **Job Description:** ... Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as a … more
- TD Bank (Washington, DC)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year ... contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping...with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves… more
- Deloitte (Mclean, VA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... the Power of SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and technology. In this pivotal… more
- Citigroup (Bethesda, MD)
- The New Branch/De Novo Branch Manager SAFE Act is a senior management professional responsible driving the growth of a new branch (De Novo) through proactive ... grow balances, build customer loyalty, collaborate with key partners across Wealth , Lending, Business Banking and Community Engagement and recommend the development… more
- Deloitte (Mclean, VA)
- Manager - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects ... other money service businesses. Recruiting for this role ends 12/31/24. As a Manager , you will have opportunities to: + Apply data science, machine learning, network… more
- KPMG (Washington, DC)
- **Business Title:** Manager , Consumer Compliance **Requisition Number:** 118206 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **City:** Washington ... 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 (Washington, DC)
- **Business Title:** Manager , Workday Adaptive Planning Lead **Requisition Number:** 118138 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **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
- KPMG (Washington, DC)
- **Business Title:** Manager , SAP GRC **Requisition Number:** 118306 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **City:** Washington ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. We are currently seeking a Manager , SAP GRC in Enterprise Solutions for our Consulting… more
- KPMG (Washington, DC)
- **Business Title:** Manager , Workday Implementation - Payroll **Requisition Number:** 118139 - 21 **Function:** Advisory **Area of Interest:** **State:** 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… more
- KPMG (Washington, DC)
- **Business Title:** Manager , Supply Chain ESG **Requisition Number:** 118194 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **City:** Washington ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Manager , Supply Chain ESG to join our Environmental, Social… more
- KPMG (Washington, DC)
- **Business Title:** Manager , GRC Risk Transformation **Requisition Number:** 115845 - 21 **Function:** Advisory **Area of Interest:** **State:** DC **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Manager in GRC - Risk Transformation for our Consulting… more
- Truist (Washington, DC)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- Truist (Mount Airy, MD)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- American Humane (Washington, DC)
- …day-to-day management of and strategic guidance for the online client relationship management platform (Salesforce Nonprofit Cloud). They will be responsible for ... dollars. + Serve as liaison to vendors such as wealth screening, system data appends or address update services....regular telework schedule based on organizational policy, need and manager discretion. + While performing the duties of this… more