Financial Representative Trainee (Sales) - Indianapolis, IN
Investment banker job in Washington, DC
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
~$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
~ An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
~Work-life balance with vacation, personal time and paid holidays. You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Be able to travel up to 50% of the time, hold and maintain a valid U.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.
Corporate Investment Funds Associate
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.
Associate - Private Investment Funds
Investment banker job in Washington, DC
Midlevel Investment Funds Associate | Sponsor -side PE Fund Formation | DC
Our AmLaw 100 client is adding a midlevel associate to its private equity fund formation group in DC. Expect direct access to senior partners, hands -on training, and real client interaction on cutting -edge work.
Role Summary
Sponsor -side formation for private equity funds and related vehicles
Draft, negotiate, and refine core fund documents and investor materials
Support fundraisings and closings, coordinate with tax, regulatory, and finance teams
Daily client contact and responsibility scaled to experience, with mentorship baked in
Candidate Profile
Class years 2018-2021 from a nationally recognized firm or fund practice
Solid experience in sponsor -side fund formation and investor negotiations
Strong drafting, organizational rigor, and a steady handle on timelines
Why This Role
Highly regarded fund formation platform with leading practitioners and meaningful training
Early responsibility and visible client work on sophisticated matters
New York base within a top firm in this space
Annual base compensation range: $310,000 to $420,000, plus discretionary performance bonus and comprehensive benefits including health care, retirement, paid time off, parental leave, life insurance, and FSAs.
Call to Action
If you fit the profile and want a stronger platform for sponsor -side fund work, click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
Private Banker
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).
Auto-ApplyInvestment Associate- Structuring & Analytics
Investment banker job in Washington, DC
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities.
The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work.
Nelnet Financial Services ("NFS") is seeking an Investment Associate to join our growing investment team. This role is ideal for someone passionate about structured finance, analytics, and investment decision-making, who is eager to learn and contribute to a high-performing team. The position offers exposure to a wide range of investment activities including securitization, cash-flow modeling, and structured credit and provides the opportunity to develop deep expertise in structured finance over time.
**Key Responsibilities:**
· Support investment underwriting and decision-making processes, in an analytical capacity..
· Assist in modeling and analytics for financial investments, including asset cash-flow, liability modeling, stress testing and sensitivity analysis.
· Help analyze data tapes, historical performance, proxy data, and other inputs to develop performance insights.
· Assist with performance forecasting and scenario evaluation,a ssessing resiliency under varying assumptions.
· Participate in investment portfolio management and help stay on top of ongoing activities.
· Contribute to reporting and analysis for Nelnet and Nelnet Bank investment portfolios.
· Collaborate closely with senior team members and gain exposure to structured finance techniques, including ABS structuring, securitization processes, and rating agency materials.
· Support the structuring and evaluation of new asset originations, discreet pool purchases, forward flow programs, and other structured cash-flow investments.
· Understanding financing structure options, including exposure to performance triggers and leverage mechanics.
· Contribute to identifying data insights and trends within collateral performance and help synthesize findings for the broader team.
**Qualifications:**
· Bachelor's degree in business, finance, or a quantitative field (or equivalent experience).
· Minimum three years of relevant experience in finance, analytics, structured products, investment analysis, or related fields.
· Familiarity with structured finance concepts, financial modeling, and cash-flow analysis.
· Strong analytical and quantitative skills; proficiency in Excel required. SQL, Python, or experience with data tools is a plus.
· Interest in learning industry modeling tools (e.g., Intex) and structured finance analytics.
· Curiosity and interest in developing deeper expertise in cash-flow modeling, stress testing, and structured investment analysis.
· Team-oriented mindset with a willingness to learn from senior analysts and contribute collaboratively.
Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK (*************************************** .
Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.
Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at ************ or ****************************** .
Nelnet is a Drug Free and Tobacco Free Workplace.
You may know Nelnet as the nation's largest student loan servicer - but we do more than that. _A lot more._ We're also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that's just a shortlist). For over 40 years, we've been serving our customers, associates, and communities to make dreams possible.
EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************
Wealth Management Banker
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.
Outgoing Agreements & Financial Associate Specialist-26032
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.
Auto-ApplyDigital Resume Bank
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.
Resume Bank
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.
Personal Financial Representative-DC
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.
Auto-Apply2026 Cycle Talent Bank
Investment banker job in Washington, DC
Department: Various
The Democratic Congressional Campaign Committee (DCCC) is the official national Democratic campaign committee charged with electing Democrats to the U. S. House of Representatives. The DCCC recruits Democratic candidates and supports Democratic campaigns - both challengers and Democratic incumbent Members - with a variety of services including field operations, fundraising support, communications assistance, digital strategy, research support and management consulting. The DCCC is supported by the contributions of individuals and organizations, along with Democratic Members, from throughout the country. We look for talented and hard-working professionals who are committed to electing Democrats and winning the House majority.
Due to the cyclic nature of our organization, all positions are subject to separation at the end of the election cycle.
Position Summary:
Are you interested in working at the DCCC for the 2026 election cycle but you don't see a job posting or department talent bank that matches your background or interest?
Submit an application here and we'll have your information on hand for future openings!
Requirements
Commitment to the election of Democrats in the U.S. House of Representatives;
Desire to work in a fast-paced environment and ability to practice discretion;
Strong political judgment and problem-solving abilities;
Familiarity with Democratic political actors and landscape a plus;
Draws from team members' strengths, empowering them to maximize their talents; contributes where needed to achieve and exceed goals; mentors and guides colleagues with regular feedback and recognition; clearly lays out vision and expectations to the team;
Proactively fosters an inclusive atmosphere and commitment to diversity, equity and inclusion;
Ability to demonstrate multicultural competence - the awareness, knowledge and skills needed to work with others who are culturally different from self in meaningful, relevant and productive ways;
Personal and professional commitment to promoting and investing in cross-cultural skills and awareness related to individuals from broad backgrounds, races, ethnicities, religions, gender, sexual orientation, gender identity and disability;
Proven interpersonal, communication, and collaboration skills with the ability to build relationships with staff at all levels
Why You Should Work Here:
We recognize and reward hard work
Learn, develop, and hone professional skills related to running and operating multi-dimensional political campaigns and the operating systems that support the campaigns.
Experience working with the largest Democratic battlefield, containing numerous highly competitive campaigns in diverse districts across the nation.
Opportunities to expand your network and engage with policy makers, political candidates, Democratic Party leaders and a diverse team of professionals and colleagues.
Gain experience in cross-team interaction and exposure to other functions and departments within the DCCC.
Equity and inclusion are actively integrated into decisions made at Senior Team and Department levels regarding hiring, contracting, and political strategy
Benefits:
Medical, dental, and vision plans with premiums fully paid for by DCCC
Accidental Death and Dismemberment (AD&D) and Life Insurance fully paid for by DCCC
More than 25 days of paid time off (which includes federal holidays, time off around the holidays, vacation, and sick days)
Paid parental leave
Fertility and growing family support with $10,000 subsidiary paid by DCCC
Pet Insurance Discount
Up to 6% retirement employer match contribution
Long-term Disability fully paid for by DCCC
Monthly mobile phone stipend
Monthly metro benefits (for employees located in the DC metro area only)
Gym Access (for employees located in the DC metro area only)
Capital Bikeshare Discount (for employees located in the DC metro area only)
Employee Assistance Program
Employee Resource Groups
Diversity Mission Statement:
The diversity mission of DCCC is for DCCC to reflect the diversity of the country, which strengthens the core mission of electing House Democrats. To that end, DCCC strives to create an inclusive environment that cultivates and supports diversity at every organizational level, including its staff, candidates, vendors, and contractors.
Equal Opportunity/Diversity Policy:
DCCC prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of race, color, ancestry, national origin, gender, sexual orientation, sex (including marital and parental status), religion, age, disability, actual or perceived gender identity or expression, weight, personal appearance, family responsibilities, genetic information, economic status, genetic information, veteran's status, or any other basis prohibited by applicable law. DCCC is an equal opportunity employer and will comply with all applicable laws prohibiting discrimination in employment.
Associate Principal, Financial Aid Optimization
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.
Personal Banker SAFE ACT - Friendship Heights branch
Investment banker job in Washington, DC
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
+ Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
+ Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
+ Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
+ Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
+ Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
+ Understand and comply with Citibank policies, standards and procedures
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience
+ Previous banking, retail, or sales experience preferred
+ Knowledge of Smart Banking tools and technologies
+ NMLS registration; Safe Act compliant
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Branch Sales
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
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**Primary Location Full Time Salary Range:**
$58,190.00 - $81,210.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Nov 13, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Navy Financial Associate - Washington, D.C.
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.
Auto-ApplyPersonal Banker - Brookland
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.
In-Person Licensed Therapist To Join DC Practice
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.
Auto-ApplyPersonal Banker- Dupont
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.
Financial Representative Trainee (Sales) - Indianapolis, IN
Investment banker job in Washington, DC
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at ************************* .
Associate - Investment Funds (Mid -Level)
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:
Resume Bank
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.