- Lincoln Financial (Richmond, VA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Guidehouse (Mclean, VA)
- …You can expect that your learning and development matter through the investment Guidehouse makes in your personal and professional growth. **_Strategy:_** Strategy ... at Guidehouse works with C-suite executives, business leaders, and boards of directors of the nation's leading commercial and public sector organizations. With a relentless focus on helping them 'Outwit Complexity' facing their industry, business, workforce,… more
- Truist (Herndon, VA)
- …(TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small ... Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential… more
- Infinitive Inc (Ashburn, VA)
- …bringing the right mix of talent and skills to enable high return on investment . Infinitive has been named "Best Small Firms to Work For" by Consulting Magazine ... 8 times most recently in 2025. Infinitive has also been named a Washington Post "Top Workplace", Washington Business Journal "Best Places to Work", and Virginia Business "Best Places to Work." Role Summary: We are looking for a proactive and detail-driven… more
- Truist (Richmond, VA)
- …and/or administration. 3. Extensive knowledge of the broker/dealer and registered investment adviser industry. 4. Excellent written, verbal and presentation skills, ... combined with exceptional decision-making and collaboration abilities. 5. Detail-oriented and able to work independently while managing multiple priorities. 6. FINRA Series 7, 66, 24, and Life, Health and Variable insurance licenses. **Preferred… more
- Deloitte (Arlington, VA)
- …real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, 2026 Work ... You'll Do As a Senior Tax Consultant , you will work within an engagement team and...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Lumen (Richmond, VA)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Truist (Arlington, VA)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Deloitte (Richmond, VA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... the world. What You'll Do As a Tax Senior Consultant , you will be a valuable member on engagements...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
- Kyndryl (Richmond, VA)
- …our customers and our communities. **The Role** Join Kyndryl as an Application Consultant and become a catalyst for innovation and transformation. In this role, ... transformation puzzles through technology. Your Future at Kyndryl As an Application Consultant at Kyndryl you will join the Kyndryl Consultant Profession,… more