Director of Finance
Washington, DC · On-site
Our client is a rapidly growing independent RIA/wealth management firm with a multinational ... The firm is seeking an experienced Finance Director with a background in wealth management or ...
Washington, DC · On-site
Our client is a rapidly growing independent RIA/wealth management firm with a multinational ... The firm is seeking an experienced Finance Director with a background in wealth management or ...
Washington, DC · On-site
Our client is a rapidly growing independent RIA/wealth management firm with a multinational ... The firm is seeking an experienced Finance Director with a background in wealth management or ...
Mclean, VA · On-site +1
$150K - $210K/yr
Lead capital raising initiatives across RIA/wealth advisor and direct high-net-worth retail channels * Develop and execute the firm's capital markets and distribution strategy * Build and maintain ...
Mclean, VA · On-site +1
$150K - $210K/yr
Lead capital raising initiatives across RIA/wealth advisor and direct high-net-worth retail channels * Develop and execute the firm's capital markets and distribution strategy * Build and maintain ...
Chevy Chase, MD · On-site
$85K - $105K/yr
... direct support to Wealth Advisors in daily aspects of client service, advising, and financial ... RIA), investment management firm or broker/dealer. • Professional Financial Designation (CFP ® ...
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Chevy Chase, MD · On-site
$85K - $105K/yr
... direct support to Wealth Advisors in daily aspects of client service, advising, and financial ... RIA), investment management firm or broker/dealer. • Professional Financial Designation (CFP ® ...
Bethesda, MD · On-site
$120K - $300K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary The Director of Internal Sales is responsible for building, developing, and leading a high ...
Bethesda, MD · On-site
$120K - $300K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary The Director of Internal Sales is responsible for building, developing, and leading a high ...
Direct exposure to General Counsel and senior HR leadership, offering strong career visibility * Broad, multi-disciplinary compliance scope (RIA, ERISA, HR, insurance, privacy, governance) - expand ...
Direct exposure to General Counsel and senior HR leadership, offering strong career visibility * Broad, multi-disciplinary compliance scope (RIA, ERISA, HR, insurance, privacy, governance) - expand ...
Mclean, VA · On-site
$72K - $120K/yr
The role also partners with the Director of Operations & Technology on systems management, audits ... the RIA, wealth management, or asset management industry. * Hands-on experience with Envestnet ...
Mclean, VA · On-site
$72K - $120K/yr
The role also partners with the Director of Operations & Technology on systems management, audits ... the RIA, wealth management, or asset management industry. * Hands-on experience with Envestnet ...
Bethesda, MD · On-site
$120K - $1M/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary The Director of Marketing Production is the operational engine of the marketing ...
Bethesda, MD · On-site
$120K - $1M/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary The Director of Marketing Production is the operational engine of the marketing ...
Silver Spring, MD · On-site
$75K - $90K/yr
... RIA - no sales quotas • CFP ® study fully supported • Serve clients through major life transitions • Licensed advisory role (Series 65 required) • Direct mentorship from a 25-year CFP ® ...
Silver Spring, MD · On-site
$75K - $90K/yr
... RIA - no sales quotas • CFP ® study fully supported • Serve clients through major life transitions • Licensed advisory role (Series 65 required) • Direct mentorship from a 25-year CFP ® ...
Proven track record serving as CCO or in a senior compliance leadership role with direct responsibility for an RIA compliance program * Deep knowledge of the Advisers Act and related SEC rules ...
Proven track record serving as CCO or in a senior compliance leadership role with direct responsibility for an RIA compliance program * Deep knowledge of the Advisers Act and related SEC rules ...
Rockville, MD · On-site
Proven track record serving as CCO or in a senior compliance leadership role with direct responsibility for an RIA compliance program * Deep knowledge of the Advisers Act and related SEC rules ...
Rockville, MD · On-site
Proven track record serving as CCO or in a senior compliance leadership role with direct responsibility for an RIA compliance program * Deep knowledge of the Advisers Act and related SEC rules ...
Bethesda, MD · On-site
$120K - $140K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... The Director of GTM Operations will serve as the strategic leader of Revenue Operations (RevOps ...
Bethesda, MD · On-site
$120K - $140K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... The Director of GTM Operations will serve as the strategic leader of Revenue Operations (RevOps ...
Fairfax, VA · On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
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Apply Early
Fairfax, VA · On-site
$125K - $350K/yr
Direct client-facing experience in a fee-based wealth management or planning role * Results driven ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Apply Early
Fairfax, VA · On-site
$125K - $350K/yr
Director, Financial Planning At Edelman Financial Engines(EFE),our purpose is to guide people with ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Fairfax, VA · On-site
$125K - $350K/yr
Director, Financial Planning At Edelman Financial Engines(EFE),our purpose is to guide people with ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Fairfax, VA · On-site
$125K - $350K/yr
Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Fairfax, VA · On-site
$125K - $350K/yr
Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Mclean, VA · On-site
... of Directors. As Range continues to grow its technology platform and financial services ... Experience supporting or advising businesses operating under Registered Investment Adviser (RIA ...
Mclean, VA · On-site
... of Directors. As Range continues to grow its technology platform and financial services ... Experience supporting or advising businesses operating under Registered Investment Adviser (RIA ...
Fairfax, VA · On-site
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... broker/dealer or RIA environment * Bachelor's degree in business or finance preferred, or ...
Fairfax, VA · On-site
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... broker/dealer or RIA environment * Bachelor's degree in business or finance preferred, or ...
Fairfax, VA · On-site
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Fairfax, VA · On-site
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Quick apply
Apply Early
$99K - $132K/yr
Partner with the Regional Director and maintain high-quality standards and client service ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Apply Early
Fairfax, VA · On-site
$125K - $350K/yr
Description Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Fairfax, VA · On-site
$125K - $350K/yr
Description Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Bethesda, MD · On-site
$75K - $90K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Support the HR Director in continuously improving recruiting processes, templates, and workflows ...
Bethesda, MD · On-site
$75K - $90K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Support the HR Director in continuously improving recruiting processes, templates, and workflows ...

Full-time
Posted 12 hours ago