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
- Employee Benefits Practice Leader The Employee Benefits Practice Leader will oversee the... ...on account management excellence, client satisfaction, team leadership, and strategic... ...claims, wellness, and benefits benchmarking strategies. Develop and implement both short- and...SeniorTemporary workWork at office
$48.08 - $52.88 per hour
CFA Institute is seeking a Wealth Management Advisor in Bethesda, Maryland. The ideal candidate will partner with affluent clients to identify financial goals and provide tailored financial solutions. A minimum of 5 years in relationship management is required, along with...Senior- Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Service Manager to join their Commercial team in McLean, Virginia. In this leadership role, you will manage complex renewals and identify growth opportunities, ensuring that clients receive tailored solutions that...SeniorRemote job
$121k - $145k
...Potomac, Maryland, is seeking a Tax Experienced Manager for Private Client & Family Office Services. This role involves managing finance... ...client relationships, and leading business development strategies. Candidates should have a Bachelor's degree in Accounting or Finance...SeniorWork at office- 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- Ernst & Young Oman is seeking a Senior Manager, Data Scientist to lead data science strategies across multiple AI initiatives. This role demands a hands-on leader with over 12 years of experience... ...learning. You'll work closely with clients and diverse teams, gaining...Senior
- Interactive Strategies is seeking a Senior Digital Strategist & Account Director in Washington, D.C. to shape digital strategies for key nonprofit organizations. The role involves owning client relationships, guiding stakeholders in digital decision-making, and leading...SeniorRemote jobFlexible hours
- ...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
- Media Cause is seeking an account team member to develop and execute integrated digital strategies. This role supports client partnerships, emphasizing nonprofit impact. Ideal candidates should have 2-18+ years of experience in digital marketing or account management, excellent...Remote jobFlexible hours
- ...seeking a seasoned professional to lead the Client Management Process and drive business... ...needs, ensuring a holistic approach to wealth management. The position requires Series... ...65 licenses and knowledge of client engagement strategies. #J-18808-Ljbffr Bank of AmericaSenior
- ...a Vice President to drive growth through strategic business development and exceptional client relationships. The individual will oversee client services, develop account strategies, and lead a team while fostering a culture of diversity, equity, and inclusion. This role...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$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$145k
Nelnet is looking for a Senior Manager of Product Portfolio Management in Washington, DC. This role is key in leading market-validated products, executing product and financial strategies. Responsibilities include managing product performance, collaborating with teams for...Senior$147k - $210k
Orrick, Herrington & Sutcliffe LLP is looking for a Senior Client Development Manager to lead client relationship growth initiatives. This US-based position requires over 8 years of experience in law firm marketing or professional services. The role focuses on strategic...SeniorFlexible hours- A leading financial institution in McLean, Virginia seeks a strategic leader to drive business growth and competitive success. This role requires managing a team, developing product strategies, and executing marketing efforts while collaborating across departments. Candidates...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$142.9k - $266k
Booz Allen Hamilton seeks a Senior Manager for Commercial Cybersecurity Business Development in Washington, DC. This role involves leveraging... ...to design and implement security solutions for Fortune 200 clients. The ideal candidate will have over 10 years of experience in...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
$145k - $170k
...looking for an Associate Director, FP&A to drive analytical rigor and deliver insights into profitability, capacity, and pricing strategy. The role requires a Bachelor's degree and over 10 years of relevant experience in FP&A or corporate finance, particularly in financial...SeniorFlexible hours- Humana Inc. is looking for a Strategy Advancement Senior Professional to optimize clinical operations and enhance care delivery. This remote position requires a Bachelor's degree and over 5 years of relevant experience. Responsibilities include identifying strategic opportunities...SeniorRemote job
$132.5k - $338.3k
...global consulting firm is seeking a Retirement Management Consulting Senior Manager based in California. The role involves designing and implementing business changes, with a strong focus on client engagement and project management. Applicants should have a minimum of...Senior- Getecube is seeking a Senior Business Manager - Digital Product Strategy to develop and implement growth strategies while leading high-performing teams. This role involves extensive collaboration across business units to enhance customer experiences and optimize product...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$99.75k - $262.5k
BDO USA is seeking a Tax Senior Manager, Partnerships in McLean, Virginia, to advise clients on tax implications and manage partnership-specific tax issues. The ideal... ..., conducting training, and developing tax strategies that maximize client benefits. Competitive salary...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
- A leading wealth management firm in Washington, D.C. is seeking a Wealth Management Associate. The role involves preparing wealth management deliverables, reviewing client portfolios, and managing day-to-day client service operations. Candidates must hold a bachelor’s degree...
$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- ...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
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