- City of Norfolk, Virginia (Norfolk, VA)
- …Collaboration & Leadership: Work closely with various City departments and the City's Financial Advisor to understand their financial needs, provide ... the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff....+ Monitor key issues impacting the City's debt, including financial policy, market trends, credit developments, and… more
- City National Bank (Richmond, VA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Truist (Richmond, VA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
- Truist (Vienna, VA)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region. Essential Duties and… more
- Wells Fargo (Mclean, VA)
- …are accountable for execution of all applicable risk programs (Credit, Market , Financial Crimes, Operational, Regulatory Compliance), which includes effectively ... by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing… more
- Palo Alto Networks (Reston, VA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... healthcare industry use cases and cybersecurity trends in today's market and correlate how top use cases impact Palo...will be responsible for being a strategic and technology advisor to drive adoption and sales for Palo Altos… more
- TD Bank (Vienna, VA)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Amazon (Arlington, VA)
- …such as GenAI and Agentic AI applications in industry-specific contexts - Strong financial modeling and market research skills, with the ability to conduct ... cloud technology. This strategic role will influence leaders across industries, market segments, and technical domains to drive transformative business outcomes. As… more
- Capital One (Mclean, VA)
- …client management, offer negotiations and executive onboarding including: + Act as a trusted advisor and expert on trends within the market & industries, as well ... our business. This role will focus on attracting passive market -leading talent within the Tech and Product spaces to...and excellent client services. You will be the key advisor and partner with senior stakeholders to design, coordinate… more
- Amazon (Arlington, VA)
- …and deliver measurable business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail & CPG customers, representing AWS ... CPG sector. * Act as a technical Executive Sponsor and trusted CxO-level advisor -helping leading brands accelerate their adoption of Generative and Agentic AI to… more