32 Financial Services Jobs in Washington, DC, United States

Role highlights

• Availability to work Saturdays and/or extended hours Preferred Qualifications: 1.
• Cross-trained to support sales and service activities as needed.

Role highlights

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client tr…
• Receive and place orders as directed from Financial Advisor and assigned clients.

Role highlights

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client tr…
• Receive and place orders as directed from Financial Advisor and assigned clients.

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• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
• Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Role highlights

• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.

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• Job Summary The International Trade Analyst’s substantive focus will involve matters related to “Know Your Customer” (“KYC”) counterparty d…
• Conducts foreign investment analyses and assists attorneys with risk assessments.

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• Job Purpose: The Client Service Operations Support role takes the lead in producing professional marketing, communications, and web design…
• Job Requirements (Skills & Abilities) of the Client Service Operations Specialist: 10 years’ experience in an administrative assistant capa…

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• Conduct data gathering, operational analysis, and reporting activities related to routine to moderately complex transactions, portfolio act…
• You are comfortable gathering and analyzing data, reviewing transaction documentation, translating terms into operational/system requiremen…

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• Opportunity to gain experience with sophisticated financial instruments and industry-leading operational platforms used by premier asset ma…
• Fund Accounting / Reporting Assist Team lead to calculate and process fund and account activities, e.g. supporting Net Asset Value…

Role highlights

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client tr…
• Responsible for the general servicing and support of the Financial Advisors.

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• Position Summary: The Options Coordinator will compile and maintain records of business transactions and office activities for the options…
• Tri Pointe Homes DC Metro is looking for an experienced individual to join our talented group as an Options Coordinator.

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• Mentor and coach other product managers, raising the overall quality of product thinking, execution, and customer focus across the organiza…
• Proven experience defining and owning product strategy for highly complex, multi-stakeholder digital asset or financial infrastructure prod…

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• The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, tech…
• Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position.

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• Job Description Summary: Investment Operations Analysts within the Client Data Team are tasked with managing the client data component of…
• This process involves collaboration with various internal teams, data processing, investment manager profile administration, audit and due…

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• About the role We're looking for a Senior Portfolio Implementation Analyst to join our Investment Team and own the account…
• Monitor and analyze trades, proactively reviewing and identifying accounts for adherence to their model portfolios and implementation plans.

Role highlights

• There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensur…
• Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture…

Role highlights

• Position Overview: Are you passionate about counterparty credit risk management?
• Perform periodic management reporting related to counterparty credit risk and assist in developing presentations to senior management.

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• Technical Product Leadership Partner deeply with engineering and architecture on allocation services, matching logic, ledger semantics, API…
• Experience building platform, infrastructure, banking, payments, treasury, deposit, or financial technology products.

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• Development and applications of solutions for projects for clients Analysis of options for solutions to be offered to our clients…
• Working understanding and experience with crypto exchanges and Bitcoin, Ethereum, and other digital assets.

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• Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with s…
• Responsibilities Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation…

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• About Global Enterprise Affairs and the Community Finance Team: Global Enterprise Affairs works with many external and internal stakeholder…
• System Management: Utilize ACBS and ALS systems to manage CDFI deals and perform research or adjustments to loan system data…

Role highlights

• Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while main…
• Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive bu…