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Cfa Manager Jobs in Washington (NOW HIRING)

HASI

Manager, Capital Markets

Annapolis, MD · On-site

$135K - $165K/yr

With more than $17 billion in managed assets, our investments are diversified across multiple asset ... CFA designation or progress toward the designation * Experience in financial services, sustainable ...

New

HASI

Manager, Capital Markets

Annapolis, MD · On-site

$135K - $165K/yr

With more than $17 billion in managed assets, our investments are diversified across multiple asset ... CFA designation or progress toward the designation * Experience in financial services, sustainable ...

New

HASI

Risk Manager

Annapolis, MD · On-site

$145K - $220K/yr

With more than $17 billion in managed assets, our investments are diversified across multiple asset ... Relevant Master's degree, CFA or other certification is preferred $145,000 - $220,000 a year WORK ...

Standard-Solar-Inc

Manager of FP&A

Rockville, MD · On-site

$120 - $180/hr

Preferred QualificationsMBA, CPA, CFA, or other relevant professional certification.Experience in renewable energy, infrastructure, project finance, asset management, or a capital-intensive industry.

United Educators

Treasury & Investment Manager

Bethesda, MD · On-site

$140K - $160K/yr

... CFA and CTP) a plus * Typically requires 6 to 8 years of relevant experience in treasury ... Strong knowledge of cash management, liquidity forecasting, and investment analysis * Experience in ...

New

Osaic

Wealth Manager

Falls Church, VA · Hybrid

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... Additional industry credentials such as CFA, CPA, or CIMA preferred. Experience using eMoney or ...

Varsity Tutors

Corporate Finance Tutor

Washington, DC · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Varsity Tutors

Corporate Finance Tutor

Bowie, MD · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

Varsity Tutors

Corporate Finance Tutor

Leesburg, VA · Remote

$18 - $40/hr

Deep knowledge of capital budgeting, capital structure decisions, working capital management ... coursework, CFA examinations, and investment banking careers. * Conceptual Teaching & Problem ...

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All JobsCfa JobsCfa Manager JobsCfa Manager Jobs in Washington

Cfa Manager information

See Washington salary details

$26.1K

$69.5K

$116.1K

How much do cfa manager jobs pay per year?

As of Sep 7, 2026, the average yearly pay for cfa manager in Washington is $69,486.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,800.00 and $78,100.00 per year, depending on experience, location, and employer.

How does a CFA Manager typically collaborate with other departments within a financial organization?

A CFA Manager works closely with teams such as investment analysts, portfolio managers, compliance officers, and client relationship managers. Collaboration often involves sharing financial insights, contributing to investment strategies, and ensuring regulatory standards are met. Regular cross-departmental meetings and project coordination are common, which helps to align organizational goals and deliver comprehensive financial solutions to clients. Building strong communication channels is key to success in this role.

What are the key skills and qualifications needed to thrive as a CFA Manager, and why are they important?

To thrive as a CFA Manager, you need advanced financial analysis skills, a deep understanding of investment management, and typically a Chartered Financial Analyst (CFA) certification. Familiarity with financial modeling software, portfolio management systems, and data analysis tools like Bloomberg or FactSet is crucial. Strong leadership, decision-making, and communication skills help you guide teams and effectively convey complex financial information to stakeholders. These skills ensure sound investment decisions, regulatory compliance, and successful client and team management in a competitive financial environment.

What is the difference between Cfa Manager vs Cfa Analyst?

AspectCfa ManagerCfa Analyst
CredentialsChartered Financial Analyst (CFA) certification, management experienceCFA certification, entry to mid-level financial analysis skills
Work EnvironmentTeam leadership, strategic planning, client interactionData analysis, financial modeling, research
Employer & IndustryAsset management firms, investment banks, financial servicesInvestment firms, asset management, research departments

The main difference between a Cfa Manager and a Cfa Analyst lies in their responsibilities and experience. Cfa Managers oversee teams, develop strategies, and interact with clients, requiring leadership skills and management experience. Cfa Analysts focus on research, data analysis, and financial modeling, typically at an earlier career stage. Both roles require CFA certification, but the managerial position emphasizes leadership and strategic planning.

What are the most commonly searched types of Cfa jobs in Washington?

The most popular types of Cfa jobs in Washington are:

What are popular job titles related to Cfa Manager jobs in Washington?

For Cfa Manager jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Cfa Manager jobs in Washington look for?

The top searched job categories for Cfa Manager jobs in Washington are:

What cities in Washington are hiring for Cfa Manager jobs?

Cities in Washington with the most Cfa Manager job openings:

Cfa Manager jobs near you
Infographic showing various Cfa Manager job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 9% Part Time, 2% Temporary, and 5% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution, with an average salary of $69,486 per year, or $33.4 per hour.

Relationship Manager - RIA

TritonPoint Wealth LLC

Chevy Chase, MD • On-site

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Key responsibilities

  • Providing a best-in-class service experience to clients, wealth advisors, and internal associates through frequent communication.

  • Serving as liaison to firm professionals and client services associates in research, review, and execution of high-priority investment tasks.

  • Supporting Wealth Advisors in daily client service, advising, and financial planning activities.

Job description

CAREER OPPORTUNITY

Relationship Manager

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Relationship Management & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.

 

THE ROLE

About the Position

Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.


RESPONSIBILITIES

Key Responsibilities

•      Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.

•      Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.

•      Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.

•      Developing in depth understanding of portfolio construction and risk management.

•      Coordinating timely investment process of new client accounts within internal guidelines.

•      Contribute to business development efforts and help identify new client opportunities.

•      Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

•      Responsibility for client data in various internal systems including the firm’s portfolio management database (Addepar).

•       Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

 

WHAT WE’RE LOOKING FOR

Preferred Qualifications

•      Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).

•      Minimum of two years’ experience in the financial services industry preferred.

•      1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

•      Professional Financial Designation (CFP®, CFA, or Series 65) preferred.

•      Strong communication skills with a genuine passion for helping others achieve their financial goals.

•      Excellent written and verbal communication skills.

•      Strong organizational, analytical, and interpersonal skills.

•      Ability to collaborate and excel in a fast-paced, team environment.

•      Proficiency with technology and willingness to learn financial planning software and CRM systems.

•       Detail-oriented approach with strong analytical and problem-solving abilities.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex relationships and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”


TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.