- Center on Budget and Policy Priorities (Washington, DC)
- …for 18-24 months (Visiting Scholar). The Chief Economist or Visiting Scholar will be a senior leader within CBPP's Federal Fiscal Policy team and will serve as an ... advisor to CBPP leaders, including the President, and as...the Chief Economist or Visiting Scholar and mid- and senior -level staff with expertise in budget issues, federal taxes,… more
- 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 ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… 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 ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… 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 ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Truist (Baltimore, MD)
- …not mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice ... 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
- Morgan Stanley (Baltimore, MD)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ... investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its ...advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is… more
- DHS Headquarters (Washington, DC)
- …primary purpose of this position is to serve as the principal legal advisor to the Program Accountability and Risk Management (PARM) Office, to Acquisition Policy ... Non-BU: This is a non-bargaining unit position. Responsibilities As a Attorney- Advisor (General), GS-0905-14/15, your typical work assignments may include: Providing… more
- JPMorgan Chase (Washington, DC)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Federal Emergency Management Agency (Washington, DC)
- …What will I do in this position if hired? The incumbent will serve as Senior Advisor in the Office of National Continuity Programs directly supporting two SES, ... Associate Administrator. Typical assignments include: Serving as the subject-matter expert advisor and senior -level program manager to executive leadership and… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …new client on-boarding, large client liquidity events, private placement investment monitoring. * Trading of both discretionary and non-discretionary products, ... setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking of Financial … more
- Morgan Stanley (Baltimore, MD)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ... investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its ...advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is… more
- Morgan Stanley (Columbia, MD)
- …and maintain and manage long term client relationships . Help manage client investment needs consistent with Firm policies and industry requirements . Keep current ... to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be… more
- Bank of America (Columbia, MD)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
