Senior FP&A Director, Wealth Management Growth
$145k - $170kPathstone
Pathstone is seeking an Associate Director, FP&A to drive analytical rigor across the firm, focusing on profitability, capacity utilization, and pricing strategy. This role will provide insights into revenue drivers and operational efficiency, enabling leadership to enhance growth. The ideal candidate will have a bachelor’s degree in Finance and over 10 years of FP&A experience in financial services. Compensation ranges from $145,000 - $170,000 annually. #J-18808-Ljbffr Pathstone
- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor...Senior
$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ...their technical skills and professional growth Engaging in strategic questioning to...SeniorFull timeH1bLocal area- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through... ...will ensure compliance with KYC/AML regulations and effectively manage client interactions to provide a positive experience. This...Senior
- ...seeking an AVP, Advisor to craft tailored investment strategies and manage client engagements. This role involves executing complex... ...collaborative environment. The ideal candidate will have over 5 years in wealth management and strong problem-solving skills, along with the...Senior
- ...Walker Bowen Talent Partners is seeking a Director of Financial Planning & Wealth Management in Chevy Chase, MD. This onsite role offers flexible scheduling and the opportunity to build a client-centered financial planning platform. The ideal candidate has over 7 years...SeniorFlexible hours
$100k
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a...Senior- CyberCoders is seeking a Tax Senior to enhance its wealth management team in Rockville, Maryland. This role emphasizes collaborative wealth preservation... ...performance bonuses, exceptional work-life balance, and support for professional growth. #J-18808-Ljbffr CyberCodersSenior
$110k - $175k
...-Employment in Rockville, MD is seeking a Tax Supervisor / Tax Manager to join their dynamic team. This role offers a competitive salary... ...0,000 to $175,000 per year and is focused on providing tax and wealth management services. The firm values integrity and offers a...Senior$100k
...Senior Wealth Advisor The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment... ..., proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth...SeniorContract work$124k - $335k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A... ...and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1bLocal areaOverseas- ...Senior Financial Consultant--Wealth Management This position is responsible for providing investment solutions... ...revenue and asset under management growth goals, outlines partnership strategies... ...reports to the AUFC Managing Director with a dotted line to the AUFC Branch...SeniorBank staffWork at officeLocal area
- A growing healthcare IT company in Washington seeks a Senior Director of Financial Planning & Analysis. This leadership role involves developing and managing financial plans, collaborating with senior leaders, and providing strategic insights. Ideal candidates will have...SeniorRemote job
$68k - $120k
...PowerToFly is seeking Wealth Management Associates to provide exceptional client service and support Financial Advisors in Washington, DC. This role includes cultivating relationships and assisting in portfolio management and proposal tools. The ideal candidate should...Senior- Capital One in McLean, VA, is seeking a Director, Finance (FP&A) to lead financial leadership in Human Resources and Corporate Overhead functions... ...analytical problem-solving skills. The role involves managing a team, analyzing financial results, and supporting strategic...Senior
- Initial Therapeutics, Inc. is seeking a Senior Marketing Director to lead the growth strategy for USP standards within the Generic Medicine Manufacturers segment. This role is vital for managing a $180M portfolio and requires strong leadership and strategic marketing skills...Senior
$146k - $194k
Anduril is seeking a Compensation Partner in Washington, D.C. to architect their compensation strategy during a period of hyper growth. The role involves leading various compensation programs, collaborating closely with leadership, and resolving complex compensation issues...Senior$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...stands for Exceptional Delivery and Growth Engine because this team operates in a... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...GetReal Security LLC is seeking a Senior Account Manager to own and grow customer relationships post-sale. This founding role focuses on driving... ...customers, ensuring retention and identifying new growth opportunities. With 5+ years in Account Management, you're commercially...Senior
- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates will...Senior
$145k
Nelnet is looking for a Senior Manager of Product Portfolio Management in Washington, DC. This role is key in leading market-validated products... ...product performance, collaborating with teams for revenue growth, and ensuring successful product launches. The ideal candidate...Senior- Sunrise Senior Living is looking for an Area Director of Business Development in McLean, Virginia. This role involves developing business strategies to generate qualified referrals and drive growth. The ideal candidate has 3-5 years of B2B sales experience, particularly...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in Rockville, Maryland. This role involves applying in-depth disciplinary knowledge to improve processes and workflows and requires strong analytical and communication skills. The Sr. Analyst...Senior
$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...Senior- Capital One National Association is seeking a Sr. Manager for Business Development to enhance relationships with hotel partners. This role is integral to driving strategic growth and ensuring efficient onboarding within Capital One Travel. The ideal candidate will leverage...Senior
- Nashville Public Radio seeks an Associate Director of FP&A to lead financial planning and reporting processes, influencing business decisions across teams. You will manage a team of analysts and drive strategic growth through innovative financial models. The role requires...
- ...Pluralsight is looking for a Senior Enterprise Account Executive to drive growth among U.S. Federal Civilian agencies. This role will require enhancing prime... ...in enterprise SaaS sales, with a proven ability in managing C-level engagements and a deep understanding of federal...SeniorFor contractorsWork at officeRemote work
- Brightery is hiring a Senior Sales Executive to lead the sales team in Washington, D.C.... ...providing account plans and sales reports to management. Ideal candidates will have strong... ...environment, opportunities for professional growth, and requires a customer-focused...Senior
- Ericsson is seeking an experienced Senior Business Development Manager to drive business growth in Mobile Financial Services across North America. This hybrid position entails generating new business, managing sales processes, and collaborating with internal teams. The...Senior
- Insider, Inc. is seeking a Senior Account Manager in Washington, DC to own renewals and account growth across our customer base. You will manage renewals, expand strategic relationships, and drive adoption in collaboration with executive stakeholders. The ideal candidate...Senior
- Capital One is seeking a Senior Manager, Business Analysis to lead strategies that drive growth and profitability in McLean, Virginia. The successful candidate will collaborate with teams across the organization and oversee multiple projects, focusing on analytics to enhance...Senior
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