Director of Finance
Washington, DC ยท 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 ยท 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 ยท 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 ...
Chevy Chase, MD ยท 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. โข Professional Financial Designation (CFP ยฎ ...
Quick apply
Chevy Chase, MD ยท 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. โข Professional Financial Designation (CFP ยฎ ...
Mclean, VA ยท 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 ยท 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 ยท On-site
$120K - $160K/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 ยท On-site
$120K - $160K/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 ...
Rockville, MD ยท On-site
$170 - $200/hr
... direct responsibility for an RIA compliance program; deep knowledge of the Advisers Act and related SEC rules, including practical experience managing SEC examinations and regulatory engagement.
Rockville, MD ยท On-site
$170 - $200/hr
... direct responsibility for an RIA compliance program; deep knowledge of the Advisers Act and related SEC rules, including practical experience managing SEC examinations and regulatory engagement.
Silver Spring, MD ยท On-site
$75K - $90K/yr
... RIA - no sales quotas โข CFP ยฎ study fully supported โข Serve clients through major life transitions โข Licensed advisory role (Series 65 required) โข Direct mentorship from a 25-year CFP ยฎ ...
Silver Spring, MD ยท On-site
$75K - $90K/yr
... RIA - no sales quotas โข CFP ยฎ study fully supported โข Serve clients through major life transitions โข Licensed advisory role (Series 65 required) โข Direct mentorship from a 25-year CFP ยฎ ...
Rockville, MD ยท 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 ยท 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 ยท 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 ยท 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 ยท 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 ยท 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 ...
$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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$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 ...
Fairfax, VA ยท 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 ...
Fairfax, VA ยท 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 ...
Fairfax, VA ยท 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 ยท 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 ยท 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 ...
Quick apply
Fairfax, VA ยท 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 ...
Bethesda, MD ยท 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 ยท 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 ...
$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 ...
$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 ...
$16.25 - $19.75/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
$16.25 - $19.75/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
$16.25 - $19.75/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
$16.25 - $19.75/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
Gaithersburg, MD ยท On-site
$24.24/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
Gaithersburg, MD ยท On-site
$24.24/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
Gaithersburg, MD ยท On-site
$24.24/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
Gaithersburg, MD ยท On-site
$24.24/hr
Communicate with the RIA and EIA regarding issues or relevant events to be aware of and alert to during overnight hours. * * Review the program service log from the evening prior to the overnight ...
Chevy Chase, DC ยท On-site
$127K - $175K/yr
... RIA firm. This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment ...
Quick apply
Chevy Chase, DC ยท On-site
$127K - $175K/yr
... RIA firm. This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment ...

Full-time
Posted 21 days ago