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Investment banker jobs in District of Columbia

- 85 jobs
  • Project Finance Associate Attorney

    Career Legal 4.5company rating

    Investment banker job in Washington, DC

    A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally. Position Overview The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include: Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures Reviewing long-form agreements and identifying key legal and business issues Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions Coordinating deliverables and information across internal teams and external stakeholders Supporting matters that require collaboration across offices and practice groups This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters. Desired Qualifications The firm is seeking candidates with: 4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions Strong drafting and analytical skills Ability to manage multiple active matters simultaneously Clear communication skills and a collaborative approach Admission to the Washington, D.C. Bar, or eligibility to obtain it Interest in large commercial projects and multi-party transactions is beneficial. Compensation Salary range for Washington, D.C.: $320,000 - $400,000 Bonus eligibility Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources About the Firm The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
    $38k-63k yearly est. 2d ago
  • Corporate Investment Funds Associate

    5 Legal

    Investment banker job in Washington, DC

    Job Description Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Investment Funds Practice group. Key responsibilities Qualified applicants will have private investment fund formation expertise to join our fantastic Investment Funds team. Candidates should have experience with the establishment and operation of real estate funds, private equity funds, funds of funds and/or hedge funds. Applicants must have strong writing and analytical skills and top academic credentials.
    $86k-147k yearly est. 11d ago
  • Associate - Investment Funds (Mid -Level)

    Advocates Legal Recruiting

    Investment banker job in Washington, DC

    Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $86k-147k yearly est. 60d+ ago
  • Private Banker

    Morgan Stanley 4.6company rating

    Investment banker job in Washington, DC

    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities * Partner with FAs to provide advice and potential cash management and lending solutions to clients * Build product awareness and understanding among Financial Advisors * Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue * Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. * Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients * Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives * Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services * Understand competitive environment and develop strategies to retain and win new business * Develop and implement product marketing strategies with Branch Management and FA team * Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: * Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank * Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities * Experience in understanding the financial needs of all types of clients * Proven new business development / origination experience with Lending products is required * Completion of formal credit training strongly preferred * Bachelor's degree preferred or relevant experience Skills/Abilities: * Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners * Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Ability to understand the financial needs of the retail brokerage clientele. * Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships * Possess excellent business development and marketing skills and desire to consistently achieve top revenue results * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Detail orientation with strong organizational and analytical skills * Ability to train Financial Advisors on product suite * Possess excellent oral and written communication skills * Exceptional presentation skills * Ability to meet deadlines and manage Financial Advisor and client expectations * Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $110,000 - $190,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $110k-190k yearly Auto-Apply 60d+ ago
  • Wealth Management Banker

    Royal Bank of Canada 4.3company rating

    Investment banker job in Washington, DC

    What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? * Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. * Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. * Build cash management and lending product awareness among RBC Financial Advisors. * Serve as the key relationship manager to financial advisors for their clients' cash management and lending needs * Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. * Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform * Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. * Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have * Bachelor's degree preferred or relevant experience * 5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions * SIE, Series 7 and 63, or ability to obtain within 90 days * Proven business development experience, preferably within the cash management and lending space in a wealth management context * Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. * Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm Nice-to-have * Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization * Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. * Leaders who support your development through coaching and managing opportunities. * Ability to make a difference and lasting impact. * Work in a dynamic, collaborative, progressive, and high-performing team. * Opportunities to do challenging work. * Opportunities to build close relationships with clients. The expected salary range for this particular position is $94,000-$165,000, (Washington DC), depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: * Drives RBC's high-performance culture * Enables collective achievement of our strategic goals * Generates sustainable shareholder returns and above market shareholder value Job Skills Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning Additional Job Details Address: 1201 Wills Street:Baltimore City: Baltimore Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $94k-165k yearly 12d ago
  • Outgoing Agreements & Financial Associate Specialist-26032

    World Wildlife Fund 4.6company rating

    Investment banker job in Washington, DC

    Overview World Wildlife Fund (WWF), one of the world's leading conservation organizations, seeks a Outgoing Agreements & Financial Associate Specialist. The Outgoing Agreement & Financial Associate Specialist administers outgoing agreements (subgrants, consulting agreements, and other contracts) from issuance through close-out for assigned programs. Responsibilities include drafting, reviewing, negotiating, and processing agreements; ensuring compliance with donor requirements, WWF policies, and audit standards; and maintaining accurate records in WWF systems (SmartSimple, Workday). The coordinator provides guidance to program staff and grantees, serving as a subject matter expert on agreement procedures. The role also supports financial management by reviewing subgrantee financial reports and budget vs. actuals, processing journal entries and reclasses in Workday, ensuring accurate and timely payments, and identifying and resolving reporting discrepancies. Salary Range: $58,200-$87,200 Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Responsibilities Grants and Contracts Administration * Drafts outgoing agreements (subgrants, consulting agreements, travel support agreements), incorporating scopes of work, budgets, monitoring requirements, and donor provisions. * Reviews and edits scopes of work and budget documents, collaborating with program staff and Program Administrators as needed. * Assesses agreement conditionality and serves as a resource on related questions. * Facilitates and monitors the review and approval process for new agreements and amendments. * Coordinates with Legal, program staff, Program Administrators, and other internal and external stakeholders during agreement negotiations. * Secures authorized signatures, distributes final documents, and tracks set-up for initial payments. * Maintains complete and accurate agreement records in SmartSimple and Workday in accordance with WWF policies and audit standards. * Troubleshoots issues related to agreement and supplier integration and payment processing. * Processes agreement payments in a timely manner, liaising with accounting and program teams to resolve questions. * Monitors and clears advances, and records expenses for conditional grants, consultants, and travel advances. * Monitors compliance with deliverable requirements and follows up on outstanding submissions. * Ensures financial and project reports are acknowledged and routed for timely review; may provide overviews for completeness. * Drafts and processes amendments for grants and consultancies as needed. * Closes out agreements in accordance with WWF policies, coordinating with Program Administrators and Technical Officers. * Provides guidance and support on outgoing agreement procedures and systems (SmartSimple and Workday); serves as a subject matter expert for internal partners. * Ensures real-time visibility of processing status in grant management systems. * Ensures all programmatic and financial documents related to outgoing agreements are properly filed and accessible for audit purposes. * Builds relationships across teams and communicates effectively with internal and external partners. * Works in close coordination with the Manager, Outgoing Agreements, receiving guidance and support to ensure consistency in processes and alignment with unit priorities. Financial Operations * Assists with financial and operational analyses, including and running/reviewing budget vs. actuals reports. * Reviews subgrantee financial reports. * Processes journal entries and reclasses in Workday in accordance with accounting policies. * Ensures timely and accurate processing of agreement payments. * Runs out-of-balance reports and resolves discrepancies. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Other duties as assigned. Key Competencies * Attention to Detail & Accuracy: Ensures completeness and correctness in agreements, financial transactions, and compliance. * Communication: Communicates clearly and concisely with internal stakeholders and external partners. * Organization & Multitasking: Efficiently manages multiple deadlines and priorities. * Collaboration & Teamwork: Works effectively across departments to achieve shared goals. * Analytical Skills: Reviews materials, identifies trends, and recommends improvements. * Independence & Discretion: Exercises sound judgment and autonomy in managing agreements and finances. * Customer Service Orientation: Supports staff and partners while ensuring compliance. * Adaptability & Prioritization: Manages competing deadlines and high-volume periods effectively. Qualifications * Bachelor's degree and two to four years of relevant experience in grants, contracts, public administration, or project/financial management. * Working knowledge of the grants management cycle and basic grant accounting principles is desired. * Strong organizational, analytical, and quantitative skills; ability to prioritize and manage multiple projects under time constraints. * Excellent attention to detail and ability to produce high-quality, accurate work on time. * Strong communication and interpersonal skills; ability to collaborate across teams and with internal and external partners. * Customer service orientation, problem-solving skills, and ability to work independently or as part of a team. * Proficiency in word processing, databases, and spreadsheets (e.g., Word, Excel, PowerPoint, Access); familiarity with grants management and accounting systems (e.g., SmartSimple, Workday) is highly desirable. * Ability to operate with independence, discretion, and sound judgment. * Commitment to fostering a culture of inclusion within and across teams. * Identifies and aligns with WWF's core values: * COURAGE - We demonstrate courage through our actions, we work for change where it's needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home. * INTEGRITY - We live the principles we call on others to meet. We act with integrity, accountability, and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve. * RESPECT - We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future. * COLLABORATION - We deliver impact at the scale of the challenges we face through the power of collective action and innovation. To Apply: * Submit cover letter and resume through our Careers Page, Requisition #26032 * Due to the high volume of applications, we are not able to respond to inquiries via phone World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, or veteran status, or any other characteristic protected under applicable law.
    $58.2k-87.2k yearly Auto-Apply 26d ago
  • Resume Bank

    Ab Pac

    Investment banker job in Washington, DC

    This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments. All positions are currently remote but will ultimately be based in Washington, D.C, unless otherwise noted within the specific posting. American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package. American Bridge 21st Century is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
    $33k-74k yearly est. 60d+ ago
  • Resume Bank

    House Majority Pac

    Investment banker job in Washington, DC

    Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $33k-74k yearly est. 29d ago
  • Private Client Banker - Chevy Chase - Washington, DC

    JPMC

    Investment banker job in Washington, DC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $33k-74k yearly est. Auto-Apply 60d+ ago
  • Personal Financial Representative

    Allstate 4.6company rating

    Investment banker job in Washington, DC

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $34k-42k yearly est. Auto-Apply 60d+ ago
  • Associate Principal, Financial Aid Optimization

    EAB 4.6company rating

    Investment banker job in Washington, DC

    At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our Careers page. The Role in Brief: Associate Principal, Financial Aid Optimization Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients. This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States. Primary Responsibilities: Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families Learn the recent enrollment history for each client, as well as their goals and objectives Understand the basics of how our analysis and simulations are constructed Interpret the descriptive slides and present the findings to clients Utilize the live simulation model to help clients set their aid policy Monitor the progress of clients toward their goals Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid Answering ad hoc data-related and policy questions Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work. Basic Qualifications: Bachelor's degree 7+ years of relevant work experience in which managing client/external relationships was a primary responsibility 5+ years of experience in admissions or financial aid at a four-year college or university Experience aligning strategic insights and solutions to client goals Professional or academic experience with a quantitative or data analysis focus Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes Proficiency in Excel, Word, and PowerPoint Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year Ideal Qualifications: Graduate degree Experience with graduate, professional, or law admissions financial aid Experience leading large projects or events Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration. If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Compensation: The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role. This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: Medical, dental, and vision insurance plans; dependents and domestic partners eligible 20+ days of PTO annually, in addition to paid firm and floating holidays Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) 401(k) retirement savings plan with annual discretionary company matching contribution Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans Employee assistance program with counseling services and resources available to all employees and immediate family Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation Fertility treatment coverage and adoption or surrogacy assistance Paid parental leave with phase back to work program for birthing and non-birthing parents Access to milk shipping service to support nursing employees during business travel Discounted pet health insurance coverage for dog and cat family members Company-provided life, AD&D, and disability insurance Financial wellness resources and membership in a robust employee discount program Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits. This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
    $75k-100k yearly 24d ago
  • Navy Financial Associate - Washington, D.C.

    Serco 4.2company rating

    Investment banker job in Washington, DC

    Looking for a finance opportunity at a place you can have influence every day? Then Serco has a right opportunity for you! As the Navy Financial Associate, you will be a part of Team Submarine, located in Washington, DC. As part of this dynamic team, you will be expected to bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors. Serco supports the US Navy for their Team Submarine contract in the maintenance, sustainment, and disposal of in-service submarines. The Team Submarine concept unifies diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall success of the United States Submarine Force. In this role, you will: Provide daily support to Financial Management team. Provide financial analyst services including data gathering, budget and financial analysis, and trend analysis. Be responsible for various financial functions such as budgeting, auditing, forecasting and analysis. Create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required. Maintain appropriate records and documentation. Be adept at designing, building, and maintaining cost database for labor and material for the contract. Develop estimated at completion (EACs) for contract requirements, maintaining costs metrics documentation, building PMR slide, and maintaining burn rate dashboard. Conduct analysis at the availability level as well as at the Ship Work List Number (SWLIN)level, estimating costs for Hull, Mechanical & Electrical System (HM&E), Develop pricing for future negotiations and analyze the burn rate of these various systems to forecast delivery and potential schedule impacts. Track invoices and develop a database for labor material and leaser hours expended on contracts. Analyze contract changes, cost ceiling changes, and Incentive fee reservation changes to maintaining a contract costs reconciliation database every month. Provide financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions. Coordinate with Branch Head and field activities to establish funding priorities. Reconcile Spend Plans to match the Resource Management Plans. Coordinate with the field activities to establish timely receipt of reimbursable funds. Prepare Unclassified and Classified briefs for audiences up to and including the Flag level. Set meetings and specified Program Integrated Product Teams (IPTs). Set high personal standards for performance/conduct. Demonstrate ability to be a team player; works well with others; contributes positively to work/team environment while continually seeks ways to enhance contribution to the team. Also, have the ability to work both in a team environment and independently, and often under short, multiple deadlines. Qualifications To be successful in this role, you will have: Ability to obtain and maintain an active DOD Secret Clearance US Citizenship A Bachelor's degree in Accounting, Business, Finance, or related field is desired. 8 years of experience (Experience working within the DoD and/or the Armed Forces highly preferred) Knowledge of the Navy's Planning, Programming, Budgeting, and Execution processes and policies. Knowledge of the Microsoft Office Suite to include, Excel and PowerPoint. The ability to travel at least 10% of the time. Additional desired experience and skills: An active or current DoD Secret clearance. One year experience supporting a DoD customer as a financial analyst is desired. Must be familiar with rules governing the different Navy Appropriations, with specific knowledge of O&M,N accounts a desired bonus. Budget Automation and Process Improvement. Cost Analysis. Data Management and Analysis. Navy Enterprise Resource Planning (ERP) DoN financial automated and budgeting systems to perform financial execution functions. Work experience in the Navy and specifically within Team Submarine or submarines in general. Knowledge of DoD policies, NAVSEASYSCOM/Team Submarine policies and procedures. If you are interested in supporting and working with our military and sailors, and an enthusiastic Serco team, then submit your application now for immediate consideration - it only takes minutes to apply and could change your career! Meet Your Recruiter! In compliance with the District of Columbia's Equal Pay for Equal Work Act, the salary range for this role is $116,326.95 to $189,030.99; however, Serco considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, and key skills. Company Overview Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters. To review Serco benefits please visit: ************************************************************ If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email. Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice. Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email *********************. Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
    $59k-88k yearly est. Auto-Apply 60d+ ago
  • Personal Banker- Dupont

    PNC 4.1company rating

    Investment banker job in Washington, DC

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in Washington, DC.. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. + Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. + Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (*************************************************************************************************************************** . **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Pay Transparency** Base Salary: $46,800.00 - $74,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 11/25/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $46.8k-74.8k yearly 18d ago
  • In-Person Licensed Therapist To Join DC Practice

    Therapy Group of Dc

    Investment banker job in Washington, DC

    THE OPPORTUNITY: Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients. Focus time and energy on your real passion for providing therapy and developing your skills as a clinician. Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals. EMPLOYMENT TYPE: Full-time (30 direct clinical hours per week). ABOUT THE THERAPY GROUP OF DC Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change. We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice. Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice. Requirements SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING: Excellent therapeutic rapport-building and interpersonal skills. Strong orientation for collegiality. Licensed (or licensed-eligible) in the District of Columbia. Committed to multiculturally competent practice. Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients. Commitment to working in a group practice. Benefits COMPENSATION AND FINANCIAL PERKS: Annual income starts at approximately $100,000. Dental, Vision, and Health Insurance 401k Match (after one year of employment) INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS: Ongoing case conference supervision group to continuously sharpen your clinical expertise. Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
    $100k yearly Auto-Apply 60d+ ago
  • Inbound Personal Banker

    U.S. Bank 4.6company rating

    Investment banker job in Washington, DC

    Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. **Basic Qualifications** - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record -High school diploma or equivalent -Two or more years of sales experience **Preferred Skills/Experience** -Phone sales experience -In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company's product philosophy and policy -Demonstrated effective use of consultative sales approach and referral skills -Solid PC and keyboard skills -Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations -Proven commitment to high quality customer service -Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service -Strong verbal communication skills including both telephone and interpersonal skills -Strong critical thinking and problem-solving skills to help address the customer needs **The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday.** **Location expectations** This role is designated as U.S. home-based remote. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $20-22.5 hourly 2d ago
  • Relationship Banker - Georgia Ave and W St - Washington, DC

    Jpmorganchase 4.8company rating

    Investment banker job in Washington, DC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $25k-34k yearly est. Auto-Apply 3d ago
  • Personal Banker - Brookland

    PNC Financial Services Group, Inc. 4.4company rating

    Investment banker job in Washington, DC

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Bank organization, you will be based in Washington, DC. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $46,800.00 - $74,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/02/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $26k-34k yearly est. 12d ago
  • Associate - Investment Funds

    Advocates Legal Recruiting

    Investment banker job in Washington, DC

    Mid -Level Associate | Investment Funds | AmLaw 100 Firm Offices: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Our AmLaw 100 client is seeking a mid -level associate to join its Investment Funds group. This is a key opportunity for attorneys with private equity fund formation experience to step into a high -impact role at a top -tier platform. The Role You'll advise fund sponsors on structuring and launching private investment vehicles across a range of asset classes. Expect to handle fund formation, internal sponsor arrangements, operational matters, and regulatory issues. The group operates at scale across major financial centers and is known for its cross -office collaboration and sophisticated sponsor -side work. What You Bring At least 3 years of experience focused on private equity fund formation Exposure to fund operations and regulatory frameworks Strong drafting skills and the ability to manage complex workstreams Experience advising institutional clients on sponsor -side matters is key Why This Role The team is deeply entrenched in sponsor -side work across North America, Europe, and Asia, with significant deal volume and high -profile clients. Associates benefit from elite training, real client contact, and a clear path to advancement within a practice that consistently ranks at the top of its field. Confidential Inquiries Welcome If you're ready for a stronger platform, reach out directly for a discreet conversation. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $86k-147k yearly est. 60d+ ago
  • Investment Funds Associate

    5 Legal

    Investment banker job in Washington, DC

    Job Description Experienced Investment Funds Associate sought to join a leading Am Law 100 Investment Management Practice group Key responsibilities Candidate must have general experience both working in teams and in managing substantial components of transactions independently, along with specific experience representing domestic and international venture capital and private equity funds in structuring, formation and operation, as well as in various transactions such as financings, acquisitions and formation of alternative investment structures. Key Qualifications Minimum of 2 years of fund formation experience. Candidates must have fund formation experience in hedge and/or private equity. Secondaries transaction experience while not a requirement will be considered favorably and is a high growth area for this practice. Stellar academic credentials and comparable law firm experience are required. Apply now or contact us for more information
    $86k-147k yearly est. 13d ago
  • Digital Resume Bank

    Ab Pac

    Investment banker job in Washington, DC

    AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact. The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation. If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply. American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability. We offer a competitive salary and a strong benefits package. American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
    $33k-74k yearly est. 60d+ ago

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