- 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
- 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
- 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
- Parsons Corporation (Centreville, VA)
- …National Security & Operations (NSO) Sector Finance Lead, responsible for a complex portfolio with roughly ~$0.3M of yearly revenue. This includes 2 complex IDIQ ... D&I team, including the Senior Vice President / Sector Manager , Sector Operations Lead, Sector Business Development Lead, Sector...manage a $0.3M revenue sector comprised of complex contract portfolio with a variety of contract types, mix of… more
- 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