Senior Wealth Advisor & Client Strategy Leader
NFP Corp
A leading financial services firm is seeking an AVP, Advisor to craft tailored investment strategies and manage client engagements. This role involves executing complex financial plans and nurturing client relationships in a supportive, collaborative environment. The ideal candidate will have over 5 years in wealth management and strong problem-solving skills, along with the ability to work creatively in a dynamic setting. #J-18808-Ljbffr NFP Corp
- A financial services firm is seeking an AVP, Advisor to lead investment strategies and manage client relationships in Potomac, Maryland. The successful candidate will have over 5 years of experience in wealth management and exemplify strong communication and project management...Suggested
$99k - $232k
PwC seeks a Corporate and Business Strategy Consultant in Washington, DC. You will analyze client needs, provide strategic consulting, and lead AI transformation projects. The role demands at least 5 years of experience, a Bachelor's degree, with a preference for a Master...Senior$70k
Citi is seeking a Wealth Relationship Advisor in Bethesda, Maryland, to develop new techniques and improve processes within their team. The advisor will build relationships with clients, provide investment advice, and ensure compliance with regulatory norms. Qualified candidates...Senior- ...platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform.... ...providing insights on investment and tax strategies. The ideal candidate holds certifications...Senior
$87.4k - $253k
...consulting firm based in California is seeking a Technology Strategy Manager/Sr. Manager to advise clients in the Products industry on technology strategies. The... ...business operations and developing relationships with senior clients. This position offers a competitive salary...Senior$125k - $175k
A bipartisan government relations firm is seeking a Senior Manager, Government Relations to provide strategic advice. Responsibilities... ...include managing deliverables and team leadership while fostering client relationships. Candidates should have 6-10 years of Capitol Hill...Senior$130k - $180k
Coakley & Williams Construction is seeking a Senior Preconstruction Manager in Bethesda, MD, responsible for securing new work, fostering client relationships, and leading bid strategies. Candidates should have a Bachelor's Degree and at least 5 years of experience in estimating...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$177.7k - $202.8k
COMFORT SYSTEMS in McLean, Virginia is seeking a Senior Manager, Client Success Lead to manage the delivery of marketing initiatives for the Branded Card business segment. This role involves overseeing a team, managing resources and risks, and fostering a culture of collaboration...Senior$200.7k - $229.1k
Capital One is looking for a Senior Manager, Product Design in McLean, Virginia, to join the Global Enterprise Affairs team. This role... ...ensuring that user needs inform creative solutions and product strategy. With a strong portfolio in product design, you will advocate...Senior- Passport Auto Group in Washington DC is looking for a Marketing Manager to lead their marketing strategy across dealership locations. This senior-level role demands a seasoned automotive professional capable of managing a team and driving results. The Marketing Manager...Senior
- A leading communications agency in Falls Church, VA, seeks a Senior Account Manager to oversee client accounts and media strategies. The role focuses on managing a team, engaging with clients, and ensuring seamless communications delivery. Ideal candidates should possess...Senior
- Phase2 Technology is looking for a Senior Manager, Digital Experience and Web Strategist in McLean, VA. You will define and deliver the... ...has over 10 years of experience in UX design and digital strategy. Strong leadership and stakeholder management skills are essential...Senior
- Harrison Gray Search is seeking an Employee Benefits Practice Leader to oversee the Employee Benefits department at a leading insurance... ...employee benefits. The ideal candidate will lead a team, ensure client satisfaction, and have a strong background in the Life & Health...Senior
- ...seeking a Middle Market Production Account Executive to join their team in Washington, DC. This role involves developing and managing client relationships in the middle market, ensuring profitability and delivering exceptional service. The ideal candidate will have...Senior
$196k - $245k
Fragomen LLP is seeking a Senior Business Immigration Associate in Washington, D.C. The ideal candidate will have 8+ years of immigration... ...experience and a JD or LLM. Responsibilities include managing client portfolios, overseeing immigration cases, and leading projects....Senior- Clients Blackbox, Inc. in Washington D.C. is seeking a Senior Paid Media Strategist to lead client accounts and execute Meta advertising campaigns. This role involves... ...include running bi-weekly client strategy calls, writing compelling ad copy, and optimizing...SeniorRemote jobFlexible hours
- A leading eDiscovery firm is seeking an experienced eDiscovery Senior Director in Washington, D.C. The role involves serving as the primary point of contact for clients, managing complex eDiscovery projects, and overseeing teams to ensure quality results. Candidates should...Senior
$90k - $98k
Middle Seat in Washington, D.C. is seeking a Senior Account Manager to lead client communications and manage digital strategies across various accounts. This key support role requires 4-5 years of experience in digital strategy, with responsibilities including project...SeniorRemote jobTemporary work$170k - $210k
The Slalom Build team in Washington, DC is seeking a Technology Solutions Leader (Senior Principal) to drive innovative solutions and build strategic client relationships. This role requires a minimum of 10+ years in consulting and proven abilities in solution design,...- Bank of America is seeking a Market Client Relationship Manager (MCRM) to lead its Wealth Management team in Washington. The MCRM will manage associates, oversee client service delivery, and ensure regulatory compliance while focusing on business growth initiatives. Ideal...
$95k - $105k
A leading digital marketing agency is looking for a Paid Media Lead to develop strategies that drive client growth across various channels. The role involves managing client relationships, optimizing paid media performance, and training junior team members. Offering competitive...Remote job$100k
...Senior Wealth Advisor The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering... ...Advisor, you will build and deepen client relationships, deliver comprehensive planning... ...accumulation, insurance, tax-aware strategies, and estate considerations to protect...SeniorContract work- A reputable wealth management firm in Virginia is seeking a Senior Financial Planner to serve as a technical expert and strategic partner. This role involves producing... ...a 401(k) retirement plan. Join a collaborative team dedicated to client success. #J-18808-Ljbffr Bogart WealthSenior
- Bank of America in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over 12 years of experience in private banking or complex financial services. Your main tasks...Senior
- ...Analyst in Washington, D.C. This role involves executing project workstreams, translating data into insights, and collaborating with clients to deliver strategic recommendations. Candidates should possess 1-3 years of relevant experience, strong analytical skills, and...SeniorWork at office
- Bank of America is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify new client opportunities, and foster relationships to deliver a branded client experience. The ideal candidate possesses...Senior
$161.5k - $184.3k
Senior Manager, Client Success Lead The Sr. Manager, Client Success Lead is responsible for the end-to-end delivery of marketing and messaging... ...leadership to align on roadmap priorities and execution strategy. Intent Management: Review and influence incoming business...SeniorFull timePart timeLocal areaShift work- ...Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess...Senior
$70k
Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned professional... ...relationships with new clients to add bank and brokerage... ...to segment partners such as Senior Wealth Advisor, Small Business... ...and financial planning strategies preferred. Self‑starter, problem...SeniorFull timeWork at office
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