- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... Client Relationship Management, Decision Making and Critical Thinking, Effective Communications , Investment Consulting, Portfolio Management, Products and… more
- T. Rowe Price (Baltimore, MD)
- …join us and grow your career with us. Primary Purpose: The primary responsibility of the Investment Communication Advisor to is to maximize the impact of ... investment communication mainly across the Equity Division (and broader organization...with Directors of Research to act as a trusted advisor on communication and leadership challenges. +… more
- Citigroup (Washington, DC)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Office of the Director of National Intelligence (Bethesda, MD)
- …complex technical integration programs. Serve as primary liaison and facilitate effective communications between the designated senior executive, other senior ... information technology. Responsibilities Major Duties and Responsibilities: As the Special Advisor to the CISO your work assignments may include: Development and… more
- Deloitte (Baltimore, MD)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Vanguard (Washington, DC)
- …Trusted policy advocacy and thought leadership is part of our identity, and as our Senior Policy Advisor , you'll ensure we maintain it. As a thought leader of ... fairly, and to give them the best chance for investment success. As a trusted representative for our company...trade association agendas and action plans. Lead conversations with Senior Leadership on the potential impact on our clients,… more
- Truist (Baltimore, MD)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... will let you see your application status and any communications . If you already have a profile with us,...appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including… more
- M&T Bank (Baltimore, MD)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... by the Company to current and new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing… more
- Deloitte (Baltimore, MD)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Maryland Department of Transportation (Baltimore City County, MD)
- …SEC licenses (eg, Series 7 General Securities Registered Representative, Series 65 Uniform Investment Advisor ). Experience : Seven (7) years of investment ... Investment Administrator (FISCAL SERVICES ADMINISTRATOR IV) Salary $89,913.00...relative to benchmark bond indices; + Trade execution, including senior management notification/justification, solicitation via trading platforms such as… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... will let you see your application status and any communications . If you already have a profile with us,...review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth… more
- Citigroup (Washington, DC)
- The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive ... both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide...maintain CPB's pre-eminent relevance and stated goal as trusted advisor to all target market clients. Provide leadership as… more
- General Dynamics Information Technology (Washington, DC)
- …Citizenship Required:** Yes **Job Description:** At GDIT, people are our differentiator. As a Senior Technology Advisor you will help ensure today is safe and ... tomorrow is smarter. We are seeking a Senior Technology Advisor with diverse experience in...key performance indicators, risk mitigation efforts, and return on investment for the SOC team's initiatives. + Requirements Analysis:… more
- DAI (Washington, DC)
- …day-to-day operational and administrative support to activity implementation. Working with a Senior Activity Advisor , Activity Managers in DC, and Activity ... **Activity Associate - USAID Africa Trade and Investment ** City/Country Location Details **Washington DC** Employment Status...common problems and escalate more complex issues to the Senior Activity Advisor /Activity Managers and follow up… more
- T. Rowe Price (Owings Mills, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... is seeking an innovative and experienced Product Owner to lead our Advisor Personalization strategies. Personalization strategy and tactics are integral to our… more
- Amazon (Arlington, VA)
- …a cross-functional team focused on assessing the comparative costs and Return on Investment (ROI) of migrating and running applications on AWS by engaging directly ... background, technical depth, program management, deep modeling & analytical skills and communication skills needed to help further establish Amazon as the leader in… more
- Amazon (Washington, DC)
- …a cross-functional team focused on assessing the comparative costs and Return on Investment (ROI) of migrating and running applications on AWS by engaging directly ... background, technical depth, program management, deep modeling & analytical skills and communication skills needed to help further establish Amazon as the leader in… more
- Deloitte (Baltimore, MD)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Deloitte (Baltimore, MD)
- …Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid ... partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- HUB International (Bethesda, MD)
- …Bachelor's degree. JD a plus. + Relevant compliance experience with a Registered Investment Advisor , including at least 5-7 years supporting a compliance program ... and enforcing appropriate policies and procedures. + Fluent in all SEC-registered investment advisor rules and regulations, including the Investment … more