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Our support across our client base is expanding rapidly and encompasses important services, such as data analytics and visualization, threat analysis, risk management, modeling and simulation, cost estimating, earned value management, program management, system engineering, independent evaluation, and High Consequence Event prevention.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Assists Client Services Manager in evaluating team bandwidth and delegation of tasks internally; Works with Client Services Manager in assessing potential candidates along with implementing and executing onboarding sessions.
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Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 7-8+ years of transaction services / due diligence experience.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Handles and completes work orders from client families as it pertains to individual grave and marker maintenance. Ability to communicate effectively with fellow associates, contractor personnel and client families Ability to lift heavy objects up to 30 lbs.
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Assist qualified consumers to become the firm's clients-you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios.
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
$103,320 - $235,170 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Depending on your areas of work, experiences and studies, and interests, you will have the opportunity to serve clients regarding China, in cybersecurity and cyber threat intelligence, OSINT, supply chain risk management, anti-money laundering and fraud, financial investigations, technology and solutions innovation, and much more.
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
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A minimum of 10+ years of Federal Sales experience within Civilian agencies (HHS, Social Security, EPA, DoE, DoJ, SEC, FEMA, etc) The Client Executive will be responsible for consultative selling and solution development efforts that best address Federal customer needs, while coordinating the involvement of all necessary company resources including sales operations, service, and management, in order to meet account performance objectives and customer expectations.
$132,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Security Compliance Manager , you will lead our security team in solving challenging problems for our client, the Division of Federal Systems (DFS) for the Office of Child Support Services (OCSS) under Health and Human Services (HHS) Administration for Children & Families (ACF.
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Nakupuna Consulting is seeking a Mid Financial Analyst to join our team of talented consultants providing professional services to NAVSEA PMS-317, who oversees a portfolio of weapon systems and capabilities within PEO Ships.
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Experience working with multiple financial services data sources/data source systems and awareness of data management and data integration principles. The ideal candidate would have an understanding of AML technology and demonstrated experience in the financial services industry.
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Experience of service/solution design in large complex international organizations for example financial services, consulting, software. ACAMS has operations across the Americas, EMEA and APAC regions and provides a wide range of anti-financial crime services including membership resources and networking, Certified Anti-Money Laundering Specialist (CAMS), Certified Global Sanctions Specialist (CGSS) certification, training and publications.
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experience financial services client jobs Company: Revolut in Brentwood, MD
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