• IT Project Management Advisor

    Sedgwick (Alexandria, VA)
    …to optimize performance + Ability to meet or exceed Performance Competencies CFA Project Manager Summary Overview/Expectations The Client Facing Applications ( ... CFA ) project manager serves as the primary liaison between project stakeholders...and documentation are current in Change Point and in CFA Project Portfolio SharePoint site. + Ensure… more
    Sedgwick (12/10/25)
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  • Manager , Financial Analysis - GPN

    Capital One (Mclean, VA)
    Manager , Financial Analysis - GPN As a Manager on the newly formed **Global Payments Network (GPN) Tech Finance Team** , you will help create the long term ... reporting and variance analysis + Financial forecasting and analytics to support portfolio growth and strategic initiatives + Ensure financial management of full P&L… more
    Capital One (01/10/26)
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  • Tax Manager - Tax Analysis & Debt…

    Deloitte (Mclean, VA)
    …needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone ... Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Ability to travel up to 25%, on average, based on the… more
    Deloitte (10/25/25)
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  • Corporate Banking PM II

    Citizens (Falls Church, VA)
    Description As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and ... with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In… more
    Citizens (11/21/25)
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  • Premier Advisor- Arlington/Georgetown

    Truist (Arlington, VA)
    …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
    Truist (01/14/26)
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  • Retirement Client Advisor

    UMB Bank (Richmond, VA)
    …Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact ... a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager … more
    UMB Bank (11/21/25)
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