Wealth Management Advisor
24 hours ago
We are seeking an ambitious and results-driven individual to fill the role of Senior Client Service Associate at Transcend Practice Management.
This is a challenging and rewarding opportunity for someone who wants to make a real difference in the lives of our clients.
The successful candidate will have a strong track record of providing exceptional client service and support, with a focus on delivering high-quality experiences that exceed client expectations.
A bachelor's degree in any field is required, and 4-6 years of experience in the financial services industry, including a minimum of 2 years in client service administration, is preferred.
Responsibilities:- Directly liaising with clients to understand their concerns and needs.
- Scheduling client meetings and reviews with advisors.
- Ensuring completeness and accuracy of client records.
- Maintaining updated client information in the CRM system.
- Providing coaching and guidance to colleagues as needed.
-
Wealth Management Relationship Expert
1 day ago
Arlington, Virginia, United States Transcend Practice Management Full timeWe welcome a diverse pool of applicants from various backgrounds to apply for the Wealth Management Relationship Expert position with Transcend Practice Management.About the OpportunityThis role requires a highly skilled and detail-oriented individual with a passion for delivering exceptional client experiences.The ideal candidate will have a strong...
-
Malaria Technical Advisor
1 day ago
Arlington, Virginia, United States Management Sciences for Health Full timeManagement Sciences for Health (MSH) is a global health nonprofit that makes foundational changes to health systems to protect people from diseases and improve their health.This position will be responsible for all malaria program and technical direction, ensuring that staffing is aligned with the project's vision, goals, and plans to achieve all...
-
Financial Services Associate Manager
1 day ago
Arlington, Virginia, United States Transcend Practice Management Full timeTranscend Practice Management is seeking an experienced Financial Services Associate Manager to join our team. As a key member of our wealth management advisory firm, you will be responsible for delivering high-quality, high-touch experiences to our clients.About the PositionWe are looking for a results-driven professional with effective communication and...
-
Cybersecurity Strategic Advisor
1 day ago
Arlington, Virginia, United States Novul Solutions Full timeCybersecurity Strategic Advisor at Novul SolutionsEstimated Salary: $120,000 - $180,000 per yearAs a Senior Cybersecurity Analyst at Novul Solutions, you will lead the effort to secure DoD communication systems and key management operations. You'll assess current policies, identify risks, and develop comprehensive strategies to strengthen cyber...
-
Clinical Advisor
1 week ago
Arlington, Virginia, United States Jushi Full timeAbout the CompanyJushi is a rapidly growing cannabis company with operations in multiple states. Our goal is to provide high-quality cannabis products and services to patients and caregivers while promoting a positive company culture.Job OverviewThis Clinical Advisor role will be responsible for ensuring that patients and caregivers receive accurate and...
-
Forward-Thinking Strategy Advisor
3 weeks ago
Arlington, Virginia, United States Toffler Associates, Inc. Full timeJob OverviewToffler Associates, a forward-thinking strategic advisory firm, is seeking a seasoned Strategy Consultant to join their team as an Engagement Leader.The ideal candidate will possess a strong project leadership background, with experience in strategy and management consulting services. They will be able to act as an advisor, providing deep and...
-
Senior Technical Advisor
1 day ago
Arlington, Virginia, United States Management Sciences for Health Full timeWe are seeking a highly experienced Deputy Project Director / Technical Director (DPD/TD) to join our team at Management Sciences for Health. As a key member of our team, you will lead the implementation of our Integrating HIV Services into Primary Health Care (INTEGRATE) program, funded by USAID.The DPD/TD will be responsible for providing strategic...
-
Technical Advisor
3 weeks ago
Arlington, Virginia, United States ECS Limited Full timeJob Description:We are seeking a highly skilled Technical Advisor for our team in Arlington, VA. The ideal candidate will provide on-site support for a portfolio of DARPA programs in remote sensing, radar systems, RF communications, and AI/ML.Responsibilities:Act as the action officer and organizational hub of a dynamic team. Track and manage multiple...
-
Technical Director for Global Health
1 day ago
Arlington, Virginia, United States Management Sciences for Health Full timeJob Title: Technical Director/Senior Malaria Technical AdvisorLocation: Democratic Republic of CongoJob Type: Full-timeAbout Us:Management Sciences for Health (MSH) is a global health nonprofit that makes foundational changes to health systems to protect people from diseases and improve their health. We are dedicated to saving lives and improving health by...
-
Financial Management Advisor
1 week ago
Arlington, Virginia, United States Lynch Consultants, LLC Full timeJob Title: Federal Financial Services ExpertWe are seeking a seasoned Financial Management Consultant to join our team for a long-term career opportunity. As a Federal Financial Services Expert, you will work closely with clients to analyze, develop, and implement effective financial strategies and solutions.Key Responsibilities:Provide comprehensive...
-
Administrative Program Manager
3 weeks ago
Arlington, Virginia, United States UpSlope Advisors Inc. Full timeAbout the RoleThe Administrative Program Manager will play a critical role in supporting a government agency's disaster recovery efforts. This position requires a detail-oriented individual with excellent communication skills to manage administrative tasks, ensure program efficiency, and provide exceptional customer service.Key Responsibilities:Support...
-
Arlington, Virginia, United States QED Enterprises Inc Full timeJob DescriptionWe are seeking a highly skilled Business Process Improvement Expert to join our team at QED Enterprises Inc. This is a unique opportunity to make a significant impact on the facilities management process within the National Science Foundation (NSF).Key Responsibilities:Work closely with NSF program officers and their awardees to establish and...
-
Arlington, Virginia, United States V2X Full timeAbout the Role:We are seeking a skilled Instructor to join our team at V2X. As an Instructor, you will be responsible for conducting exercises, seminars, workshops, and tutorials in resident and non-resident courses. You will serve as an advisor/mentor to student groups and individuals and act as a course manager and/or cohort manager during...
-
Cloud Transformation Manager
1 week ago
Arlington, Virginia, United States Disability Solutions Full timeUnlock the Power of Cloud Computing">Join Disability Solutions as an Enterprise Service Manager and embark on a transformative journey with Amazon Web Services (AWS).As an ESM, you will be responsible for developing long-term Professional Services strategies and executing them within key accounts. You will serve as a trusted advisor to our largest and most...
-
Arlington, Virginia, United States Booz Allen Hamilton Full timeCompany CultureOur people-first culture prioritizes flexibility and collaboration, whether that happens in person or remotely. As a member of our team, you will have the opportunity to work with colleagues and clients in a fast-paced and dynamic environment.Job Requirements5+ years of experience in office administrative management or executive support in a...
-
Chief Technology Strategist
3 weeks ago
Arlington, Virginia, United States Fisher Investments Full timeAbout Fisher Investments">Fisher Investments is a leading investment management firm dedicated to helping individuals and institutions achieve their financial goals. With a strong focus on innovation and technology, we're constantly looking for talented professionals to join our team.">Job Summary">We're seeking an experienced Chief Technology Strategist to...
-
Project Operations Manager
3 weeks ago
Arlington, Virginia, United States Tetra Tech, Inc. Full timeTetra Tech, Inc. is a leading global provider of consulting and engineering services with a reputation for delivering smart, scalable solutions for challenging projects.We are seeking an experienced Project Operations Manager to join our team in this critical role.The successful candidate will serve as the home office project manager on various large and...
-
Process Optimization Consultant
1 week ago
Arlington, Virginia, United States QED Enterprises Inc Full timeQED Enterprises Inc. is seeking a highly skilled Process Optimization Consultant to join our team. This role is an excellent opportunity for someone with experience in process optimization, change management, and knowledge management.Our estimated annual salary for this position is around $160,000 - $220,000, based on industry standards and the requirements...
-
Information Management Specialist
3 weeks ago
Arlington, Virginia, United States Office of Naval Research Full timeAbout the RoleWe are seeking an experienced Information Management Specialist to join our team at the Office of Naval Research. As an integral part of our Executive Secretariat, you will serve as a key advisor on all matters related to information management and governance.The successful candidate will have a deep understanding of record management...
-
Business Process Improvement Expert
5 days ago
Arlington, Virginia, United States QED Enterprises Inc Full timeAt QED Enterprises Inc., we are seeking a highly skilled Business Process Improvement Expert to join our team. This role is an excellent opportunity for someone with experience in process improvement, change management, and knowledge management.We estimate the annual salary for this position to be around $140,000 - $180,000, based on industry standards and...