A growing investment advisory firm based in Tysons, VA, is seeking a Director of Corporate Development to lead acquisition strategies and execution. The ideal candidate will have over 7 years of ...
A growing investment advisory firm based in Tysons, VA, is seeking a Director of Corporate Development to lead acquisition strategies and execution. The ideal candidate will have over 7 years of ...
... Director of Corporate Development to their team as part of their next phase of expansion. This ... Source and evaluate potential acquisition targets (RIA and wealth management firms) * Lead ...
... Director of Corporate Development to their team as part of their next phase of expansion. This ... Source and evaluate potential acquisition targets (RIA and wealth management firms) * Lead ...
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 ...
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 ...
Relationship Manager - RIA
Chevy Chase, MD · On-site
$85K - $105K/yr
Providing direct support to Wealth Advisors in daily aspects of client service, advising, and ... RIA), investment management firm or broker/dealer. * Professional Financial Designation (CFP ® ...
Quick apply
Relationship Manager - RIA
Chevy Chase, MD · On-site
$85K - $105K/yr
Providing direct support to Wealth Advisors in daily aspects of client service, advising, and ... RIA), investment management firm or broker/dealer. * Professional Financial Designation (CFP ® ...
Director of Advisor Solutions
Bethesda, MD · On-site
$145K - $165K/yr
CAPACITY You bring deep TAMP/RIA knowledge, strong advisor-workflow fluency, and the ability to run ... direct indexing as live). * Keep It Simple - condenses a genuinely complex platform into the "Union ...
Director of Advisor Solutions
Bethesda, MD · On-site
$145K - $165K/yr
CAPACITY You bring deep TAMP/RIA knowledge, strong advisor-workflow fluency, and the ability to run ... direct indexing as live). * Keep It Simple - condenses a genuinely complex platform into the "Union ...
Chief Revenue Officer
Bethesda, MD · On-site
$200 - $350/hr
We'rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ...
Chief Revenue Officer
Bethesda, MD · On-site
$200 - $350/hr
We'rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ...
Chief Revenue Officer
Bethesda, MD · On-site
$200K - $250K/yr
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ...
Chief Revenue Officer
Bethesda, MD · On-site
$200K - $250K/yr
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ...
We'rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ...
We'rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ...
Director of Brand Strategy
Bethesda, MD · On-site
$120 - $180/hr
... and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ... Summary Potomac is seeking a Director of Brand Strategy with Advanced Copywriting Experience to ...
Director of Brand Strategy
Bethesda, MD · On-site
$120 - $180/hr
... and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ... Summary Potomac is seeking a Director of Brand Strategy with Advanced Copywriting Experience to ...
Director of Marketing Production
Bethesda, MD · 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 ...
Director of Marketing Production
Bethesda, MD · 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 ...
Director of Brand Strategy
Bethesda, MD · On-site
$80K - $115K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary Potomac is seeking a Director of Brand Strategy with Advanced Copywriting Experience to ...
Director of Brand Strategy
Bethesda, MD · On-site
$80K - $115K/yr
... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Summary Potomac is seeking a Director of Brand Strategy with Advanced Copywriting Experience to ...
Director, Financial Planning
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 ...
Quick apply
Director, Financial Planning
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 ...
Director, Financial Planning
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 ...
Director, Financial Planning
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 ...
Financial Services Associate
Hanover, MD · On-site
Directors of Wealth Management About GEBA Wealth Management Founded in 1957, the Government ... We are a client-centered independent RIA with a collaborative, team-oriented culture where ...
Financial Services Associate
Hanover, MD · On-site
Directors of Wealth Management About GEBA Wealth Management Founded in 1957, the Government ... We are a client-centered independent RIA with a collaborative, team-oriented culture where ...
Regional Client Services Manager
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 ...
Regional Client Services Manager
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 ...
Regional Client Services Manager
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 ...
Quick apply
Regional Client Services Manager
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 ...
Wealth Advisor
Columbia, MD · On-site
$125K - $175K/yr
This individual will work directly with the Managing Director and will be dedicated to servicing ... Licensed as an investment advisor representative (RIA). * Experience managing client relationships ...
Quick apply
Wealth Advisor
Columbia, MD · On-site
$125K - $175K/yr
This individual will work directly with the Managing Director and will be dedicated to servicing ... Licensed as an investment advisor representative (RIA). * Experience managing client relationships ...
Talent Acquisition Specialist
Bethesda, MD · On-site
$75 - $90/hr
... and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ... Support the HR Director in continuously improving recruiting processes, templates, and workflows ...
Talent Acquisition Specialist
Bethesda, MD · On-site
$75 - $90/hr
... and RIA channel Headquarteredin Bethesda, MD, we combine institutional-grade ... Support the HR Director in continuously improving recruiting processes, templates, and workflows ...
Talent Acquisition Specialist
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 ...
Talent Acquisition Specialist
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 ...
Regional Client Services Manager
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 ...
Regional Client Services Manager
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 ...
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Strategic M&A Director -- RIA Growth & Integration (Washington)
Washington, DC • On-site
Full-time
Re-posted 3 days ago
Job description
A growing investment advisory firm based in Tysons, VA, is seeking a Director of Corporate Development to lead acquisition strategies and execution. The ideal candidate will have over 7 years of experience in M&A, strong financial modeling skills, and the ability to influence senior stakeholders. This role offers visibility in shaping the growth strategies of the firm. The position will require commuting to the office several times a week.
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