- 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
- World Insurance Associates, LLC. (Virginia Beach, VA)
- …bring value to clients + Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, ... World Insurance Associates ("World") is a unique financial services organization with a global network of...Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus… more
- Truist (Virginia Beach, VA)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the...Wealth and Insurance. 7. Oversee the use of contact management tools to track all business and prospecting activities.… more
- Deloitte (Richmond, VA)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... Lead IPO readiness and execution engagements, including project planning, stakeholder management , and delivery of key milestones. + Strengthen client relationships… more
- Capital One (Mclean, VA)
- …and strategic advisor for Capital One's Cyber Identity and Access Management (IAM) team, within our Enterprise Services Risk (ESR) Tech and Product Risk ... issues) throughout their lifecycle** + **Act as a trusted advisor , leading and driving effective risk conversations with IAM...5 years of experience in project, program, or portfolio management ** + **At least 1 year of Financial… more
- H&R Block (Vienna, VA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide...Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth… more
- Microsoft Corporation (Reston, VA)
- …inclusion where everyone can thrive at work and beyond. **Responsibilities** **Account Management ** + Develops and oversees the execution of account plans utilizing ... to and how to invest resources of the account management team and other stakeholders, engaging internal and external...to influence for impact and acts as a trusted advisor to help the customer transform its business model.… more
- EAB (Richmond, VA)
- …Effectiveness team primarily works on research topics related to cost management , revenue generation, and efficiency and effectiveness. Recent research topics in ... this terrain have included financial planning, university space optimization, organizational transformation, and workforce...fast-moving settings + Bring the mindset of a strategic advisor , not just a researcher, combining analytical rigor with… more
- Truist (Richmond, VA)
- …regulations 5. Knowledge of key technology rules/regulations and technology risk management practices (eg Federal Financial Institutions Examination Council ... and strategically **Preferred Qualifications:** 1. Twenty years of experience in a financial institution with emphasis on risk management or equivalent work… more