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

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Job Description Job Description This role will be a hybrid position 3 days in and 2 days work from home, and will involve an initial 90 days of 5 days/week on-site during the training period. This role requires someone with experience working at a Wealth Management / Financial Advisory firm. Our client is a top Wealth Management Firm that provides comprehensive financial planning, retirement and tax planning, estate planning, risk management, and investment management services. The company manages approximately $5 billion in assets on behalf of clients. We are looking for a Client Service Associate to support our client base. The ideal CSA candidate is an individual with experience supporting the unique needs of individuals and families and takes sincere pride in developing meaningful relationships with both clients and colleagues, including Certified Financial Planners and Financial Advisors. Additionally, the ideal CSA candidate is an individual who approaches work with a distinct se

Job Description Job Description Office Manager Location: Reston, VA; Full-time, hybrid (2 or 3 days per week in office) Salary: $90,000 – $110,000 We are a holistic financial planning firm based in Reston, VA with the privilege of managing over $220M in client assets. By combining retirement planning, investment management, tax planning, risk management, and estate planning with exceptional client service, we craft truly holistic financial plans for our clients which stand the test of time. The deep trust which we have earned from our clients is built on unwavering integrity and decades of proven mutual success, so we are excited to welcome a new team member who mirrors this dedication to service. As an Office Manager, you will partner directly with our firm’s leaders to create and execute management strategies, coordinate and implement special projects, support our team’s advisors and operations staff, and supervise daily office operations and business strategies alike. The ideal cand

Job Description: Competitive Range works in partnership with the government to plan and deploy complex, IT-enabled and mission essential capabilities. It is our goal at Competitive Range to help you develop and expand your professional capabilities while working on challenging, interesting projects in a collaborative, congenial environment. Competitive Range Solutions requires the expertise of a talented and experienced Field Operations Manager to assist in the direction and management of program's executive support group. The candidate must reference their ability and experience in working in a Department of Defense (DoD) customer environment and effective integration with a government multi-contractor team. The selected candidate will fulfill the role of Project Control Specialist working during the hours of 0800-1700 Eastern (full time). The PCS will manage financial services for DISA projects, perform project monitoring and data control, conduct project audits, manage project finan

About the Position Union Privilege, doing business as Union Plus, provides a wide range of programs, discounts, and services to support the nearly 15 million members of the 60+ unions that are part of the AFL-CIO labor federation. The programs are provided through partnerships with top brands in their respective industries. The mortgage and credit card programs are two flagship programs for Union Plus and have unique benefits built into the programs to support union members. Due to the importance of these programs and our ambitious growth targets, we are seeking a qualified candidate to be responsible for the day-to-day management of these programs, including relationship management, program growth, and development of the annual plan and reporting against progress. Additionally, the Senior Manager will be responsible for the strategic review and analyses of competitive product pricing and features. She/he will also serve as the liaison between Union Privilege, the program administrator

Description The Amazon Web Services Professional Services team is looking for a Customer Practice Manager (CPM) who can lead and support significant customer programs during the solution and pursuit stages, develop a long-term Professional Services strategy and execute that strategy within our Financial Services vertical. The CPM is a trusted advisor for our customers who can drive strategic and financial value for customers through promoting and selling transformational professional services programs. The CPM manages all aspects of business development, deal structuring, deal support and ensures delivery excellence and project closure in their assigned accounts or territories. AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. This is a customer facing - new customer acquisition role may require up to 50% trav

Description The Amazon Web Services Professional Services team is looking for a Customer Practice Manager (CPM) who can lead and support significant customer programs during the solution and pursuit stages, develop a long-term Professional Services strategy and execute that strategy within our Financial Services vertical. The CPM is a trusted advisor for our customers who can drive strategic and financial value for customers through promoting and selling transformational professional services programs. The CPM manages all aspects of business development, deal structuring, deal support and ensures delivery excellence and project closure in their assigned accounts or territories. AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. This is a customer facing - new customer acquisition role may require up to 50% trav

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you. The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Qualifications - P