Financial Services Professional
4 hours ago
Sandy Spring Bank is a leading financial services company dedicated to providing exceptional investment advisory services to individual and institutional investors. With a strong presence in Falls Church, Virginia, and a nationwide reach, we have been serving clients from around the nation's capital and over 45 states since 1974, and non-profit organizations since 1994. Our team of experienced professionals, with over 210 years of combined expertise, is committed to delivering tailored investment solutions that meet our clients' unique needs and goals.
About the JobWe are seeking a highly skilled Relationship Manager to join our team. The successful candidate will possess strong financial planning, analytical, and business development skills, with a proven track record of providing exceptional client service and driving business growth. As a Relationship Manager, you will be responsible for managing and deepening relationships with our clients, developing new business opportunities, and promoting the growth and profitability of our firm. You will work closely with our team to expand our service offerings and attract new clients.
Key Responsibilities- Relationship Management: Provide ongoing client communication and investment reviews, supervise the implementation of investment strategies, and offer financial planning advice.
- Business Development: Cultivate and maintain relationships with new business sources, meet with prospects to explain our services, and prepare and deliver proposals to prospective clients.
- Investment Policy and Market Research: Assist in the development of company investment policies and strategies, stay informed of market developments, and participate in Investment Committee meetings.
To be successful in this role, you will need:
- Excellent analytical and problem-solving skills, with a strong understanding of financial planning principles and investment strategies.
- A minimum of five years of experience in financial planning, advising, or client service, with a proven track record of driving business growth and delivering exceptional client service.
- Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
- Proficiency in Microsoft Office and other relevant software applications.
- A Series 65 license and a CFP certification are preferred.
We offer a comprehensive benefits package, including competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance, and volunteer opportunities. We are proud to offer a remarkable work environment that values our employees and supports their growth and development.
-
Financial Services Representative
2 weeks ago
Vienna, Virginia, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a highly skilled and motivated individual to join our team as a Branch Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesAcquire and deepen the branch customer base through...
-
Financial Services Professional
4 days ago
Vienna, Virginia, United States Sandy Spring Bancorp Full timeAbout UsSandy Spring Bank is a leading financial services company dedicated to providing exceptional investment advisory services to individual and institutional investors. With a rich history dating back to 1974, our firm has established itself as a trusted partner for clients across the nation's capital and beyond.Our team of experienced professionals,...
-
Financial Services Professional
5 days ago
Vienna, Virginia, United States Sandy Spring Bancorp Full timeAbout UsSandy Spring Bank is a leading financial services company dedicated to providing exceptional investment advisory services to individual and institutional investors. With a rich history dating back to 1974, our firm has established itself as a trusted partner for clients across the nation's capital and beyond.Our team of experienced professionals,...
-
Accounting and Financial Services Professional
4 weeks ago
Vienna, Virginia, United States ENSCO Full timeJob SummaryENSCO, Inc. is seeking a highly skilled Senior Accountant to join our Finance Division. As a key member of our team, you will be responsible for providing financial expertise and support to ensure the company's financial operations run smoothly.Key ResponsibilitiesProvide financial support for external and government audits, including preparation...
-
Financial Professional
4 days ago
Vienna, Virginia, United States ALTA IT Services Full timeAbout ALTA IT ServicesALTA IT Services is a subsidiary of System One, a leading provider of specialized workforce solutions and integrated services.We are a trusted partner for government and commercial enterprises across the United States, delivering expert IT staffing and services.Our team of professionals specializes in program management, ensuring...
-
Financial Professional
1 week ago
Vienna, Virginia, United States ALTA IT Services Full timeAbout ALTA IT ServicesALTA IT Services is a subsidiary of System One, a leading provider of specialized workforce solutions and integrated services.We are an established leader in IT Staffing and Services, serving government and commercial enterprises across the United States.Our expertise lies in Program & Project Management, where we deliver tailored...
-
Financial Analyst
4 days ago
Vienna, Virginia, United States ALTA IT Services Full timeJob Title: Financial AnalystALTA IT Services is a leading provider of specialized workforce solutions and integrated services. We are seeking a highly skilled Financial Analyst to join our team.Responsibilities:Perform financial analysis and reporting to ensure accurate and timely financial information.Review and analyze financial statements, ledgers, and...
-
Financial Analyst
3 weeks ago
Vienna, Virginia, United States ALTA IT Services Full timeJob SummaryALTA IT Services, a leading provider of specialized workforce solutions and integrated services, is seeking a highly skilled Financial Reporting Professional to join our team. As a key member of our accounting department, you will be responsible for performing financial analysis, preparing financial statements, and ensuring compliance with...
-
Financial Analyst
1 week ago
Vienna, Virginia, United States ALTA IT Services Full time{"Responsibilities": "Key ResponsibilitiesPerform financial analysis and review of financial statements, ledgers, and reconciliations to ensure accuracy and compliance with industry standards.Conduct monthly close activities, including reviewing and monitoring entries to the Trial Balance, Balance Sheet, and Income Statement accounts, and posting adjustments...
-
Financial Intelligence Analyst
4 weeks ago
Vienna, Virginia, United States Treasury, Financial Crimes Enforcement Network Full timeAbout the RoleWe are seeking a highly skilled Intelligence Research Specialist to join our team at the Treasury, Financial Crimes Enforcement Network. As a key member of our team, you will play a critical role in safeguarding the financial system from financial crime.Key ResponsibilitiesConduct large-scale analysis of Bank Secrecy Act (BSA) data using...
-
Financial Operations Analyst
1 month ago
Vienna, Virginia, United States ALTA IT Services Full timeJob OverviewALTA IT Services is in search of a Financial Operations Analyst to join our team in a long-term contracting role.The successful candidate will take on the role of a key analyst, focusing on the meticulous examination of financial transactions and workflows to guarantee accurate accounting of expenses.This position involves the development and...
-
Financial Analyst
3 weeks ago
Vienna, Virginia, United States Alta It Services Full timeAccountant Contract Hybrid in VAAt ALTA IT Services, a subsidiary of System One, we are seeking a highly skilled Accountant Contract Hybrid to join our team. As a key member of our financial team, you will be responsible for performing accounting activities, including review and analysis of financial statements, ledgers, reconciliations, and associated...
-
Senior Financial Services Consultant
7 days ago
Vienna, Virginia, United States Cordia Resources by Cherry Bekaert Full timeSenior Financial Services ConsultantJob Summary:Cordia Resources by Cherry Bekaert is seeking a seasoned Senior Financial Services Consultant to join our dynamic team. As a key member of our financial services practice, you will work closely with clients to understand their financial goals and develop tailored strategies to drive growth and success.Key...
-
Intelligence Research Specialist
4 weeks ago
Vienna, Virginia, United States Treasury, Financial Crimes Enforcement Network Full timeAbout the RoleWe are seeking a highly skilled Intelligence Research Specialist to join our team at the Treasury, Financial Crimes Enforcement Network. As a key member of our team, you will play a critical role in analyzing and interpreting complex financial data to identify potential illicit financial activity.Key ResponsibilitiesConduct Advanced Data...
-
Financial Services Associate
2 weeks ago
Vienna, West Virginia, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Audit Staff
3 weeks ago
Vienna, Virginia, United States Cherry Bekaert Full timeAbout the RoleAs a valued member of our team at Cherry Bekaert, you will play a critical role in delivering high-quality audit services to our clients across various industries. Your expertise will be essential in ensuring the accuracy and reliability of financial statements, while also providing valuable insights to our clients.Key ResponsibilitiesEngage...
-
Senior Accounting Professional
1 month ago
Vienna, Virginia, United States ALTA IT Services Full timeALTA IT Services is a prominent subsidiary of System One, recognized for delivering specialized workforce solutions and integrated services. As a leader in IT Staffing and Services, ALTA caters to both governmental and commercial sectors across the United States, with a focus on Program & Project Management, Application Development, Cybersecurity, Data &...
-
Senior Accounting Professional
1 month ago
Vienna, Virginia, United States ALTA IT Services Full timeALTA IT Services is a prominent entity under System One, recognized for delivering specialized workforce solutions and integrated services. With a strong foothold in IT Staffing and Services, ALTA caters to both governmental and commercial sectors across the United States, focusing on areas such as Program & Project Management, Application Development,...
-
Financial Services Representative
4 weeks ago
Vienna, Virginia, United States Navy Federal Credit Union Full timeAbout the RoleNavy Federal Credit Union is seeking a highly skilled Investment Services Coordinator to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our members, responding to their inquiries, and resolving issues in a timely and professional manner.Key ResponsibilitiesMember...
-
Financial Analyst
2 weeks ago
Vienna, Virginia, United States Tandym Group Full timeFinancial Reporting Professional **Job Summary:** Tandym Group is seeking a highly motivated Financial Reporting Professional to join their team in McLean, VA. As a key member of the financial services team, you will be responsible for preparing bank reconciliations, posting revenue and expense accruals, and reconciling general ledger...