Manager, Financial Planning Salary at The American Association Of Retired Persons BETA

Business Overview Founded in 2021, Glassy Mountain Advisors is a growing wealth management firm specializing in investment management and financial planning services for individuals and families. With approximately $340 million in assets under management*, we are on a mission to significantly increase both our client base and assets in the years to come. Our team works together in our Bethesda, MD office two days a week for meetings, team lunches, and regular community service. We are looking for talented, motivated individuals to join our growing team and contribute to the expansion of our firm. Position Summary The Director of Operations will play a vital role in supporting the daily operations of the firm, ensuring smooth internal processes and a positive experience for both clients and team members. This position will focus on streamlining workflows, managing software tools, assisting with compliance tasks, and managing both general and administrative operations. Career growth pote

The Invst Counselor Func Grp Mgr manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Develops medium- to long-term plans and executes functional

RBmedia is the largest audiobook publisher in the world, with an ever-expanding group of the best audio brands in the business. We have over 80,000 audiobooks and publish more than 9,000 new titles every year—more than the Big 5 publishers combined. Our powerful digital retail and library distribution network reaches millions of listeners around the globe via Audible, Spotify, Apple, Amazon Alexa, Google Home, OverDrive/Libby, Hoopla, and many more. Position Summary We are seeking a motivated and experienced contributor to join our FP&A team. Reporting to the Head of FP&A, the FP&A Manager will support RBmedia’s growth goals, produce detailed financial reporting packages, work closely with the Head of FP&A and CFO, with business units around the world, and deliver meaningful insights to business leaders and PE sponsors. Primary Duties and Responsibilities Take a lead role in supporting the Head of FP&A in budget, forecasting and long term planning process Develop detailed financial mod

A leading Registered Investment Advisor (RIA) firm committed to delivering exceptional investment management and financial planning services to clients is looking to add an investment operations associate to their team. This firm has a reputation for integrity, expertise, and client-centric solutions, and pride themselves on fostering a collaborative and innovative work environment. Position Overview: In this role, the investment operations associate will support the operational aspects of the investment management processes, ensuring smooth and efficient day-to-day interaction with stakeholders, both internally and externally. This position offers an excellent opportunity for professional growth and development within a dynamic and client-focused organization. Key Responsibilities: Trade Execution & Monitoring: Assist with the execution of trades, including equity, fixed income, and alternative investments. Monitor trade confirmations and resolve any discrepancies. Account Reconciliat

Overview: Our goal at PenFed is to empower our members to Do Better financially. Our mission is to provide our members the tools to reach their financial goals. At PenFed, our members are like family, and we believe that everyone who dreams big and works hard deserves great rates and rewards. If you have a passion for meaningful work and helping others, you belong here! PenFed is hiring a Retail Banker to work onsite at our Pentagon Branch located in Arlington, Virginia. The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet our members needs. The incumbent will also train to conduct cash transactions and will be asked to process transactions both accurately and efficiently as needed. Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other

Relationship Banker - Washington DC Market Washington, District of Columbia;Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to bein

Job Description The intent of this job description is to provide a representative summary of the major duties, locations, and responsibilities performed by incumbent(s) in this job. Incumbent(s) may not be required to perform all duties in this description, and incumbent(s) may be required to perform work-related tasks other than those specifically listed in this description. This job description is not a "contract" between the employee and the Authority. The job duties and essential functions may be changed at the discretion of the General Manager. General Job Title: Analyst, Senior Financial Job Code: P0007 Supervises Directly: No New or Revised: Revised Regular or At-Will: At-Will Date Last Revised: 9/11/2024 Exempt or Non-Exempt: Exempt Compensation Approval Signature: Union/ Non-Union: Non-Union Department Name and Division: Finance-Central Administration Salary Schedule: Non-Union Salary Range Cost Center Code: 300000 Grade: NU17 Essential Position: No Reports To: Varies EEO Code

Job Description The General Manager (GM) is responsible for management of the entire store operation. The GM will lead the management team to ensure execution of organizational objectives, initiatives, and achievement of store and profit goals. Maximize store profitability through managing all controllable expenses, optimizing all revenue streams, and leading and developing a high performing team. Manages the fuel offer where applicable. The GM is responsible for customer and associate satisfaction, brand standards, and profitability. The GM will select, develop and effectively lead a highly engaged team Principal Duties: Accountable to meet or exceed key performance metric targets/projections; deliver budgeted merchandise gross profit by executing the merchandise plan. Maintain awareness of store-level and organizational financial performance trends to help achieve store profitability. Manage financial plans for the store by reviewing and interpreting financial reports and take approp