Branch Support Manager
4 weeks ago
We are seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. This role is responsible for acting as a liaison between Market Leaders, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology.
Key Responsibilities:- Collaborate with the Brokerage Support Manager and other support team members to ensure consistent and efficient execution of operational, compliance policies and procedures.
- Be responsible for execution of various supervisory approvals for the Support team, including supervisory review and approval of operational transaction requests.
- Serve as the main point of contact for operational, service, and technology inquiries from Financial Advisors, the branches, and other Support Center associates.
- Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets.
- 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations, or FINRA recognized equivalents.
- Desired Qualifications: 1+ years of leadership experience, successfully completed FINRA Series 9/10, familiarity with Support Center model, knowledge and understanding of branch exams and regulatory requirements.
- Comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance.
- Parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.
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Branch Manager
4 weeks ago
Bethesda, Maryland, United States Truist Inc Full timeAs a Branch Manager at Truist Inc, you will be responsible for driving branch performance through leading, coaching, and managing. You will have expertise in small business development, critical to Truist's Purpose of inspiring and building better lives and communities.Key responsibilities include:Managing all aspects of assigned branch, ensuring compliance...
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Branch Manager
4 weeks ago
Bethesda, Maryland, United States Citizens Full timeJob SummaryAs a Branch Manager at Citizens, you will be responsible for driving branch performance, sales growth, and colleague and customer experience through inspirational leadership, highly collaborative partnerships, and sound operational practices.The ideal candidate will have experience working in the digital space to showcase customers the easy...
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Branch Manager
4 weeks ago
Bethesda, Maryland, United States Citizens Full timeAs a Branch Manager at Citizens, you will be responsible for driving branch performance, sales growth, and colleague and customer experience through inspirational leadership, highly collaborative partnerships, and sound operational practices.The Branch Manager is directly responsible for creating and maintaining a strong customer-centric culture and is the...
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Branch Manager
4 weeks ago
Bethesda, Maryland, United States Citizens Financial Group, Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Branch Manager to lead our retail banking team. As a Branch Manager, you will be responsible for driving branch performance, sales growth, and customer experience through inspirational leadership and operational excellence.The ideal candidate will have a proven track record of managing a...
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Branch Leader II or III
4 weeks ago
Bethesda, Maryland, United States Truist Inc Full timeJob Summary:The Branch Leader II or III role at Truist Inc is a leadership position responsible for managing all aspects of assigned branches. This includes driving branch performance through leading, coaching, and managing, as well as business development. The ideal candidate will have a strong background in financial services and consumer/small business...
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Branch Leader II or III
1 month ago
Bethesda, Maryland, United States Truist Inc Full timeJob DescriptionThe Branch Leader II or III is responsible for managing all aspects of the assigned branch, driving business development, and ensuring compliance with internal controls and risk management policies.Key ResponsibilitiesLead, coach, and manage branch performance to drive business growth and development.Develop and implement strategies to promote...
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Branch Leader II or III
4 weeks ago
Bethesda, Maryland, United States Truist Inc Full timeJob SummaryThe Branch Leader II or III is responsible for managing all aspects of assigned branch, driving branch performance through leading, coaching and managing, and business development. The ideal candidate will have a strong background in financial services and consumer/small business expertise, with a proven track record of success in branch...
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Scientific Computing Support Specialist
4 weeks ago
Bethesda, Maryland, United States JCS Solutions LLC Full timeJob DescriptionJCS Solutions LLC is seeking a highly skilled Scientific Computing Support Specialist to join our team. As a key member of our IT department, you will provide comprehensive support for desktop, scientific computing, and outreach functions to ensure that our research environments are equipped with reliable IT solutions that enhance scientific...
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Program Planning and Development Manager
4 weeks ago
Bethesda, Maryland, United States NIH-NLM-LH Full timeBlack Canyon Consulting (BCC) is currently seeking a highly skilled and experienced Program Planning and Development Manager to support our work at the Lister Hill National Center for Biomedical Communications at the National Library of Medicine (NLM), an institute of the National Institutes of Health. This opportunity is part-time with BCC and it is on-site...
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Financial Business Development Specialist
3 weeks ago
Bethesda, Maryland, United States Fidelity Investments Full timeFidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We believe it is our mission for the Financial Representative, also known as the Financial...
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UiPath Automation Engineer
4 weeks ago
Bethesda, Maryland, United States National Heart, Lung, and Blood Institute Full timeJob Title: UiPath Automation EngineerJob Summary:We are seeking a highly skilled UiPath Automation Engineer to join our team at the National Heart, Lung, and Blood Institute. As a UiPath Automation Engineer, you will be responsible for designing, developing, and executing automated test scripts to validate and verify that application functionalities meet...
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Customer Service Representative
4 weeks ago
Bethesda, Maryland, United States EagleBank Full timeWe are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. At EagleBank, we deliver the most compelling and valuable service to our customers by being Flexible, Involved, Responsive, Strong, and Trusted.As a Customer Care Representative, you will deliver support and assistance to business and...
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Scientific Program Manager
4 weeks ago
Bethesda, Maryland, United States Guidehouse Full timeJob Summary:We are seeking a highly skilled Scientific Program Manager to join our team at Guidehouse. The successful candidate will provide support services to satisfy the overall operational objectives of the National Heart, Lung, and Blood Institute. This is a full-time opportunity located in Bethesda, MD.Key Responsibilities:Collaborate with staff on...
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IT Support Specialist
4 weeks ago
Bethesda, Maryland, United States Links Global Full timeJob DescriptionLinks Global is seeking a skilled IT Support Specialist to provide technical assistance and support related to computer systems, hardware, and software. The ideal candidate will diagnose and resolve technical issues, ensure the efficient operation of computer systems, and assist end-users in maximizing the use of technology resources.Key...
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Relationship Development Specialist
3 weeks ago
Bethesda, Maryland, United States Fidelity Investments Full timeJob Description:As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering client relationships and identifying opportunities to deepen these relationships in meaningful ways. You will work closely with the Financial Consultants to ensure that daily work is carried out with the client's needs at the forefront.The Expertise...
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Financial Representative
4 weeks ago
Bethesda, Maryland, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our most valuable clients.Key ResponsibilitiesProvide personalized service to clients, identifying their needs and...
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Administrative Support Specialist
4 weeks ago
Bethesda, Maryland, United States Boutique Recruiting Full timeA highly organized and proactive Executive Assistant is needed to support the Managing Directors, VPs, and finance team at a specialized private equity firm in Washington, D.C. The ideal candidate will have experience in calendar management, event planning, and task delegation in a fast-paced environment.Minimum of 5 years of EA experience in PE, HF, VC,...
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Administrative Support Specialist
4 weeks ago
Bethesda, Maryland, United States Zimmerman Associates, Inc Full timeZimmerman Associates, Inc. is seeking an Administrative Support Specialist to support a government contract bid in the Bethesda, MD area. This is an onsite employment opportunity, with consideration for teleworking upon customer approval.Key Responsibilities:The Administrative Support Specialist will provide administrative support and assistance as requested...
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Client Support Liaison
4 weeks ago
Bethesda, Maryland, United States Calibre CPA Group, PLLC Full timeAbout Calibre CPA Group, PLLCWe are a leading public accounting firm with offices in the DC Metro area, New York City, Chicago, and Los Angeles. Our team is dedicated to delivering exceptional service to our clients and fostering a collaborative, dynamic work environment.Job SummaryThe Client Support Representative will serve as the primary point of contact...
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Administrative Support Specialist
4 weeks ago
Bethesda, Maryland, United States Boutique Recruiting Full timeA boutique private equity firm in Washington, D.C seeks a highly organized and proactive Executive Assistant to support senior executives with various administrative duties and ad hoc projects.The ideal candidate will have experience in calendar management, event planning, and task delegation in a fast-paced environment.Key Responsibilities:Coordinate and...