- Bank of America (Vienna, VA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Capital One (Richmond, VA)
- …Senior Manager, Know Your Customer (KYC) Advisory Governance performs a key risk management role (second line of defense) to help ensure corporate initiatives and ... (AML) laws, regulations and guidance. While working within the Compliance Management Program framework, the Senior Manager is responsible for delivering quality… more
- Deloitte (Mclean, VA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: * 5+ years of ... in software architecture and design, software development, and project or program management + Master's Degree in Information Systems, Computer Science or related… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree such ... develop internal and external working relationships + Strong organizational and time management skills with a demonstrated ability to work independently and manage… more
- Deloitte (Mclean, VA)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing… more
- Deloitte (Mclean, VA)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... MST, LLM, or JD, or related field + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing… more
- EPAM Systems (Mclean, VA)
- …excellence, client satisfaction, and multi-year growth + Act as a trusted advisor at the intersection of business, customer, and technology, bringing forward ... value creation in the CPG and retail space + Oversee the financial , contractual, and performance aspects of your accounts, ensuring profitable, sustainable growth… more
- Raymond James Financial, Inc. (Richmond, VA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors… more
- Capital One (Richmond, VA)
- …+ Juris Doctor + 6+ years of experience in compliance, legal, or risk management within a Financial Services organization + 2+ years of experience working ... nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and...company to drive the continuous improvement of our compliance management program. The specific focus areas for this role… more
- City National Bank (Richmond, VA)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more