- 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
- 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
- Citigroup (Washington, DC)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… 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
- Bill and Melinda Gates Foundation (Washington, DC)
- …three complementary needs: Asian multilateral development bank engagement and relationship management, Regional economic and financial research and analysis, and ... DPAF-supported) special initiatives and projects. The role will require: Strong relationship management experience to support our foundation program teams in… more
- Wounded Warrior Project (Washington, DC)
- …communications within Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies. + Represent WWP and speak to ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors 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
- Georgetown Univerisity (Washington, DC)
- …within these portfolios should be retained, reassigned, or dropped. + Assist development officer to "tier" or "segment" the prospects in order of priority for ... current prospects. + Develop a thorough understanding of the development officer 's area/s of fundraising responsibility to participate meaningfully in the strategic… 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
- 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