PKF O'Connor Davies jobs in Bethesda, MD - 1137 jobs

A financial services company in Bethesda, Maryland is seeking a Director of Data Strategy and Analytics. This role involves leading a team to enhance data solutions and reporting strategies. The ideal candidate has a Bachelor's degree, at least 8 years of experience in data analytics, and strong leadership skills. Comprehensive benefits and a competitive salary ranging from $191,499 to $328,284 are included. #J-18808-Ljbffr

Senior Analyst - Commercial Collections & Compliance The Commercial Collections & Compliance Analyst supports the operational performance of our retail real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations. **Hybrid schedule available, requires 3 days at our corporate office in Baltimore.** Key Responsibilities 1. Commercial Collections Management Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports. Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate. Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal. Coordinate payment plans and settlement agreements in partnership with Leasing. Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio. 2. Post-Eviction Recovery & Analysis Analyze post-eviction collectability and recommend recovery strategies. Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs. Provide recovery performance reporting to Operations and Asset Management. 3. Compliance Monitoring: Sales Reporting & COIs Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency. Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted. Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills. Maintain accurate compliance records and communicate status updates internally. 4. Reporting, Metrics & Business Intelligence Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance. Standardize processes and develop automated or semi-automated workflows where feasible. Produce actionable portfolio-level insights for senior leadership. 5. Cross-Functional Collaboration & Communication Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management. Ensure alignment on tenant status, collection strategies, compliance issues, and next steps. Provide timely updates and insights to Operations and Asset Management. Qualifications 3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred. Strong analytical capabilities, including BI tools, Excel, and portfolio reporting. Proven ability to build systems, workflows, and standardized processes. Excellent cross-functional communication and coordination skills. Working knowledge of commercial leases, legal processes, and tenant compliance requirements. Highly organized and effective in a fast-paced owner-operator environment. CRC is a 60+ year-old company with a best-in-class reputation as investors and operators. The firm is currently $4 billion in AUM. CRC is vertically-integrated and we are focused on delivering exceptional investment results through nuanced and thoughtful business strategies, unique to each asset.

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a people-focused operations leader to join our team as Operations Supervisor - Last Mile Rental. In this role, you will support best-in-class customer service for Last Mile Rental clients while executing on the rapid growth of new and existing locations across large, multi-state regions. You will engage with leadership, align and lead local field teams, and ensure operational excellence that supports client satisfaction and business growth. What You'll Do Hire, coach, train, and support contract, temporary, and full-time field team members. Demonstrate Element's People Leadership Capabilities, including leading strategically, cultivating curiosity, driving results, influencing others, and developing talent. Foster collaboration, teamwork, and continuous learning to deliver superior client service and maximize employee engagement. Manage the training, development, implementation, and performance of team and individual goals aligned with organizational balanced scorecard objectives. Ensure a first-class client experience through frequent customer contact, communication, and feedback. Build and maintain relationships with client decision makers and operations leaders. Develop business plans for each location outlining volume, growth objectives, targets, and focus areas. Partner with vehicle maintenance and repair partners to maintain a safe and reliable fleet. Provide leadership updates on vehicle health, customer sentiment, utilization, operational deficiencies, and risk management. Work cross-functionally with internal teams to increase efficiencies and achieve weekly, monthly, and annual goals. Basic Qualifications Bachelor's degree required from an accredited university. 2-4 years of experience managing fleet operations and personnel with an understanding of business growth, profit, and customer service. 3-5 years of customer service or client account management experience in a B2B service environment. Proficiency in Microsoft Word, Excel, and PowerPoint. Ability to drive and remain on your feet for up to 8 hours. Availability to work weekends and some holidays. To be considered for this role, candidates must reside in one of the following states: Utah (UT), Arizona (AZ), New Mexico (NM), Colorado (CO), Kansas (KS), Missouri (MO), or Texas (TX). Preferred Qualifications Strong financial acumen with demonstrated analytical and problem-solving skills. Demonstrated ability to build and foster strong relationships with internal and external partners and clients. Ability to work independently while supporting multiple teams or groups. Highly detail-oriented with strong organizational and prioritization skills. Ability to work in a professional business environment using tact, discretion, and good judgment. Location US Remote, but candidates mustreside in one of the following states: Utah (UT), Arizona (AZ), New Mexico (NM), Colorado (CO), Kansas (KS), Missouri (MO), or Texas (TX) The hiring base salary range for this position is $75,500 to $103,800 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request.Should you require an accommodation with our hiring process please send an email to or call . Know Your Rights: Workplace discrimination is illegal

A leading financial institution is seeking a Branch Manager in Bethesda, Maryland. The successful candidate will lead branch operations, deliver exceptional client service, and foster a high-performing team. Responsibilities include managing deposits and investments, developing client relationships, and ensuring compliance with banking regulations. Ideal candidates will have strong leadership skills and a passion for creating valuable client experiences within a fast-paced environment. #J-18808-Ljbffr

Back 107d Commercial Administrative Specialist - Commercial Admin Total Bank #61-8214 Towson, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Towson, MD. Market Mid-Atlantic Work Hours per Week 40 Requirements High School Diploma or GED required. Associate's Degree in Business Administration preferred. Previous office related experience preferred. Minimum of one year relevant banking experience preferred. Experience with commercial lending systems and loan documentation a plus Job Description SUMMARY Supports the job activities of Commercial Bankers. Performs various customer service roles related to administration and follow-up support for commercial loan and deposit relationships. ESSENTIAL FUNCTION Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned and compliance training in a timely manner. ESSENTIAL DUTIES AND RESPONSIBILITIES Practices the standards of the Mission, Vision and Pledge. Understands the various types of commercial loan products and services offered by the Bank. Maintains a working knowledge of the Bank's loan processing system and credit approval process. Assists in planning market related events in support of lenders. Provides timely response to questions from customers and internal departments. Handles customer situations/problems in a professional and confidential manner. Assists in coordinating Commercial Banker's schedule using Outlook calendar and direct customer contact. Attends weekly market sales meetings. Provides information to Commercial Bankers for weekly Market Sales Meetings. Facilitates supplies ordering. Enters information and uploads documents in workflow system, Capital Stream, or other computer software utilized by the department. Performs other duties as assigned. OTHER SKILLS AND ABILITIES Ability to coordinate and/or manage multiple tasks in various stages is imperative. Good time management skills. Willingness to provide a level of service which will clearly differentiate us from our competitors. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to work with others in a team environment and under occasional time constraints is a necessity. Employee must be willing to learn, understand and promote Bank products and services. Ability to maintain confidentiality is required. COMPUTER SKILLS Ability to utilize Microsoft Office software. Ability to learn commercial banking software. PHYSICAL DEMAND The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job has been designated as a "Hybrid Position;" this indicates that, after a minimum of 90 days, wherein a successful review of the employee's progress has been achieved, the employee is eligible to work up to two days remotely and three days in the employee's on-site Bank office. Consideration of the schedules of co-workers and associates and service to our clients will be factors in determining remote workdays. ADDITIONAL INFORMATION The wage range for the Commercial Administrative Specialist position is $20.00 - $23.00 per hour and eligible for approved overtime. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability), 11 annual paid holidays, and 1 annual float holiday. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Lending All Locations Towson, Maryland, United States

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Head of Digital Transformation plays a pivotal role in advancing modernization and innovation throughout the Bank's operations. These individual spearheads process improvement initiatives, oversees automation projects, and leads the adoption of cutting-edge digital solutions. By serving as the primary link between business lines, operations, IT, and external vendors, the Digital Transformation Lead ensures seamless delivery of efficient, scalable, and customer-focused results. Responsibilities include identifying new opportunities for digital advancement, guiding cross-functional initiatives, and fostering a culture of continuous improvement within the organization. Position Responsibilities Strategy & Vision Develop and regularly update a digital transformation roadmap in alignment with the Bank's strategic objectives. Identify and propose opportunities to digitize workflows, minimize manual processes, and enhance the client experience. Monitor industry trends, fintech innovations, and regulatory changes to recommend relevant digital solutions. Program & Project Leadership Lead cross-functional teams in the design and implementation of digital initiatives, including automation, workflow redesign, robotic process automation (RPA), API integration, and cloud adoption. Manage the scope, budget, timeline, and change management processes for all transformation projects. Act as the main advocate for digital adoption, collaborating with business leaders and frontline staff to ensure successful implementation of new initiatives. Process Optimization Conduct comprehensive business process reviews and root-cause analyses to uncover inefficiencies. Collaborate with operations managers to standardize, automate, and streamline workflows. Ensure solutions are sustainable, compliant, and fully integrated into existing systems. Collaboration & Stakeholder Engagement Serve as the liaison among business units, operations, technology teams, and third-party vendors. Facilitate workshops, product demonstrations, and feedback sessions to actively engage stakeholders at all organizational levels. Provide consistent reporting on project status, risks, and business impact. Governance & Risk Management Ensure all digital initiatives adhere to banking regulations, cybersecurity standards, and risk management frameworks. Establish performance metrics and key performance indicators (KPIs) to evaluate the success of digital transformation efforts. Support audit activities and contribute to risk assessments for digital projects. Success Measures Timely and on-budget delivery of digital initiatives with measurable return on investment (ROI). Reduction in manual effort and operational risk through successful automation and digitization. High levels of adoption and satisfaction among business and operational teams. Enhanced scalability, efficiency, and resilience within core banking operations. Consistent alignment of digital projects with the Bank's long-term strategic objectives. Required Education and Experience Bachelor's degree in Business, Information Systems, Finance, or a related field is required; an MBA or other advanced degree is preferred. Minimum of 7 years in banking, consulting, or financial services, emphasizing operations, process improvement, or digital transformation. Demonstrated success in leading cross-functional projects and delivering measurable business outcomes. Familiarity with banking systems, RPA tools, APIs, and workflow management platforms. High aptitude for problem solving. Ability to connect business challenges to technical solutions. Proven strong analytical and critical thinking skills, with extreme attention to detail. Proven ability to translate business needs into technical requirements Experience with creating and leading presentations to internal stakeholders. Advanced Excel skills and experience. Preferred Education and Experience Experience with process re-engineering, Lean Six Sigma, or automation is preferred. Prior roles as a Product Owner, Business Analyst, or Systems Manager within a financial institution are strongly preferred. Advanced Excel skills and experience. Qualifications and Skills Strong leadership and stakeholder management skills Excellent problem-solving and analytical abilities Effective project management and organizational skills Ability to translate business requirements into technology-based solutions Outstanding communication skills with the capacity to influence at all levels Strong understanding of commercial banking products and operations Excellent communication and stakeholder management skills Strong organizational abilities with the capacity to manage competing priorities Familiarity with Agile methodology and tools (such as Jira or Azure DevOps) is an asset Self-driven and detail-oriented approach Ability to solve or escalate issues with sound judgment Ability to work in cross-functional teams and build strong relationships Other Ability to travel within a defined market area Compensation Base Salary Range - $140,000 - $170,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements: This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. This person can sit out of our Rockville headquarters. You will be able to work remotely on Wednesday. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The President & Chief Executive Officer (CEO) is the strategic, operational, and external leader of Baltimore Community Lending, responsible for driving the organization's next era of growth and community impact. The CEO sets a clear vision, safeguards financial strength and portfolio performance, and leads a high-performing team dedicated to mission-aligned lending and equitable development. As the public face of BCL, the CEO will build influential relationships across Baltimore's civic, philanthropic, banking, and policy networks, elevating the organization's visibility and presence. This leader will diversify capitalization, advance innovative lending strategies, and uphold BCL's commitment to equity and inclusive economic opportunity. The CEO will guide the organization through a pivotal phase of scaling-expanding assets, strengthening operations, and ensuring that lending and technical assistance are responsive to community needs. They will model transparency, accountability, and cultural stewardship while positioning BCL as a regional and national leader in community development finance. Must-Have's Deep Lending, Credit & Financial Leadership: Brings strong lending, underwriting, and risk-management expertise (banking background ideal; CDFI/CDC preferred). Able to navigate funding headwinds, understand small-business and real-estate lending cycles, and balance financial discipline with mission-aligned lending. Strong capital-raising and funder relationship skills Community-Centered, Baltimore-Connected Relationship Builder: A visible, personable leader who builds trust quickly and shows up in the community. Ideally familiar with Baltimore's civic, philanthropic, banking, and neighborhood ecosystems; if not, must be able to establish credibility and strong local relationships rapidly Proven Executive, People & Culture Leader: Experienced in motivating and developing diverse, multigenerational teams. Collaborative, non-top-down manager who strengthens internal operations, improves customer service, builds the next layer of leadership, and supports organization-wide succession planning Strategic, Growth-Oriented Visionary & Skilled Advocate: Able to guide BCL through economic/political shifts, diversify capital sources, scale responsibly ($100-125M in assets), and extend regional/national presence. Clear communicator who can articulate BCL's value, engage policymakers, support advocacy efforts, and participate in statewide CDFI coalition-building Strong Mission Alignment & Equity-Driven Leadership: Authentic commitment to BCL's mission with a deep belief in equity, culturally responsive lending, and meaningful engagement with communities of color. Protects mission integrity regardless of political climate; brings fresh energy, creativity, and a modern leadership mindset National Network & External Visibility: Existing national relationships in the CDFI, community development, or philanthropic sectors that help elevate BCL's profile and open new capital channels. Ability to represent BCL on regional and national stages (OFN, SBA, industry convenings) For more information, view the full position profile here: **************************** Who We Are Baltimore Community Lending, Inc. (BCL) is a mission-driven, certified CDFI serving the Baltimore metro region, providing flexible capital and technical assistance to support community development, small business growth, and equitable neighborhood revitalization. What We Do Revitalizing our communities together through affordable lending products. We are a mission-based certified community development financial institution (CDFI). We lend to small businesses and real estate developers who invest in low-income, low-wealth, and other disinvested communities. We support commercial real estate developers who are committed to revitalizing underserved neighborhoods We believe in increasing opportunities for affordable homeownership and rent, which contributes to neighborhood stabilization We provide capital to small businesses that face barriers to traditional financing by looking at each entrepreneur's whole story, rather than requiring a specific credit score or assets Our dedicated team provides comprehensive, ongoing support to startups, emerging, and growing small businesses to help them succeed

Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future. Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Compensation Grade: EXT11 Pay Range: $91,858.00 - $153,088.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. * A Bachelor's or Master's degree in a technical field with 5+ years of experience in data-intensive roles, ideally in Asset Management or a related financial services or highly regulated industry.* A proven track record leading the design and architecture of robust, scalable, and secure data solutions on Snowflake and cloud-native platform (preferably AWS), ensuring designs meet critical non-functional requirements.* The ability to provide technical leadership, defining architectural patterns and best practices and driving their adoption across engineering teams.* A genuine passion for hands-on engineering; you are as comfortable whiteboarding an architecture as you are prototyping a solution in code.* Deep, hands-on expertise with a modern data stack, including AWS, Snowflake, Dagster or like orchestrator, dbt, and Spark, Cortex AI, Snowpark Container services, etc.* A collaborative mindset with excellent communication skills, capable of engaging both technical and non-technical audiences.Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits #J-18808-Ljbffr

Office Worker SPS Consulting seeks enthusiastic and organized Office Workers to support our government customer in the Montgomery County area. These positions provide general clerical support in an office environment. Work is supervised by higher level clerical/administrative employees. Responsibilities Include: Receiving visitors Answering and directing phone calls Providing information to the general public Receiving, sorting, and distributing incoming mail and other correspondence Typing correspondence and documents Sorting and filing materials Operating computers, fax machines, photocopiers, calculators, telephones, scanners, printers, and other common office equipment Data entry, working with multiple computer systems, programs and platforms Handling inquiries and incoming work requests and maintaining filing systems, etc. Requirements: High School diploma and 1-year of experience as an office support is required Proficient in typing and Microsoft Office applications with good editing skills Knowledge of customer service practices and principles Customer focus and adaptability to different personality types Ability to handle stressful situation appropriately with the outmost professionalism. A resourceful and independent worker capable of self-managing their time and tasks Possess a friendly and courteous demeanor and is able to work with witnesses and customers Must possess ability to use multi-button telephone, personal computer, photocopier, TTY machine, and other office automation equipment appropriate to the requirements of the position

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Lead Technology Support Engineer is responsible for overseeing the operations and performance of the IT service desk team within the Bank. This role involves managing the day-to-day activities of the service desk, ensuring efficient and effective resolution of technical issues, and delivering exceptional customer service to end users. The Lead Technology Support Engineer is also responsible for developing and implementing IT service desk strategies, policies, and procedures to enhance service delivery. Position Responsibilities Team Management: Lead and supervise the team of service desk support engineers, providing guidance, support, and coaching. Set performance goals and conduct regular performance evaluations. Foster a positive work environment that encourages collaboration and continuous improvement. Manage resource allocation, workload distribution, and scheduling to ensure optimal service desk coverage. Service Desk Operations: Oversee the day-to-day operations of the service desk, ensuring timely response and resolution of IT issues. Monitor service desk metrics and KPIs to evaluate performance and identify areas for improvement. Coordinate with other IT teams to resolve complex technical issues and escalate problems when necessary. Maintain knowledge base and documentation of common issues and solutions for efficient problem resolution. Identify trends; Evaluate, recommend, and implement new technologies in support of business and IT objectives. Customer Service: Promote a customer-centric approach within the service desk team, focusing on delivering excellent customer service. Ensure timely and effective communication with end users regarding the status and progress of their IT requests. Handle escalations and customer complaints, working to resolve issues and provide satisfactory solutions. Identify trends in user feedback and implement proactive measures to improve customer satisfaction. Continuous Improvement: Regularly assess service desk processes, tools, and technologies to identify opportunities for improvement. Stay up-to-date with industry best practices and emerging trends in IT service management. Implement service desk enhancements and initiatives to optimize efficiency and service quality. Provide recommendations to senior management on service desk improvements, including staffing, training, and technology upgrades. Reporting and Analysis: Prepare and present regular reports on service desk performance, including ticket volumes, response times, and customer satisfaction. Analyze data and metrics to identify patterns, trends, and areas requiring attention. Use insights from data analysis to drive process improvements and operational efficiency. Coordination of new employee onboarding including account creation and laptop imaging. Assist with management and administer systems to track business assets. Manage the hardware lifecycle to meet business requirements within budget. Assist with and support the use of technology for conferences both physical and virtual. Administer the service management systems. Required to be on-call as needed for emergency situations. Other responsibilities and duties, as assigned. Minimum Education & Experience Required A minimum of 5 years' experience in related field. A minimum of 3 years' managerial experience. Bachelor's degree in Computer Science or related field; Or equivalent combination of education, skills, and experience. Experience in infrastructure development or support including developing and managing to budgets. Experience with LAN/WAN networks, Internet technologies such as DNS, system helpdesks, PC support functions and technology infrastructure operations. Experience supporting or managing business critical processes and components, including Financial Systems, Microsoft Enterprise Applications, Active Directory, VoIP, and Disaster Recovery. Experience implementing or using service desk management software tools to manage and provide accountability to the organization. Experience with ITIL management best practices. Experience with Azure, Office 365, network and system monitoring, VPN (client and site to site) Technical Knowledge and Skills Ability to guide others in resolving complex issues of significance to the organization. Exceptional organizational, project planning, and time management skills. Ability to inform, educate and influence supervisors and employees to support technology goals and objectives. Proven track record of developing and/or implementing standard service desk practices and procedures. Ability to work independently with minimal supervision and in a team setting, and across external and internal stakeholder groups. Excellent verbal and written communication skills; Strong attention to detail, with a keen focus on quality. Strong analytical skills. Comfort with multi-tasking. Familiar with customer support and technology. Other Ability to travel to various bank locations as needed. Compensation Base Salary Range: $95,000 - $125,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements This opportunity offers the flexibility to work in a hybrid working environment within our Rockville, MD office. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult

Type: Long-term Contract, no end date. Pay: $22 Hours: Full-Time. Responsibilities Receives and reviews electronic data, images, and videos for event processing and compares against client-specific business rules. Provides quality assurance verification related to data, image, and video inputs and processes events in accordance with client contract requirements and standards prior to customer submission. Reviews and verifies vehicle registered owner information prior to advancing evidence package into the customer work queue. Sorts and categorizes data, images, and videos appropriately following guidance from client and management. Reports any possible equipment defects, malfunctions, problems, or concerning trends to supervisor in a timely fashion. Communicates important issues or concerns clearly and concisely with internal team members via email, phone and ticketing platforms. Collaborates with cross-functional business units to ensure optimal program performance and results. Supports training of new hires during onboarding and/or with new system updates and enhancements. Maintains accurate and up-to-date process documentation and tracking. Reviews and audits various processes and provides clear feedback for improvement. Assists with special projects from leadership on an as-needed basis. Performs other office-related duties as assigned. Requirements: High School Diploma or equivalent Ability to pass a drug and background check. Ability to clear extensive background check to review Personal Identifiable Information (PII). Commitment to maintaining confidentiality and in securing important PII data. Strong PC skills including basic proficiency in Word and Excel. Strong attention to detail and proven track record in providing quality assurance. Ability to communicate effectively in writing and verbally. Benefits: Eligible for Health Benefit Coverage following 60 days of employment 401k After 1 Year. 1 Week Sick Accrued Level One Personnel is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

ID 2026-1474 Remote No JOBTITLE: Network Engineer Team Lead AGENCY SUPPORTED: Department of Homeland Security (DHS) - USCIS OIT Architecture Engineering Support (AES2) POSITION TYPE: Full-time CLEARANCE REQUIREMENT: Must be able to obtain DHS Suitability security clearance, which typically requires 2-4 weeks for processing and must be completed prior to the start date. ITC Federal is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in information technology and information assurance/security to assist this client in achieving its mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. The project supports USCIS's Office of Information Technology by delivering enterprise IT architecture, engineering, and solution development services. The team partners across OIT to design, implement, and optimize secure, reliable, and scalable enterprise networks supporting mission-critical operations. The Network Team Lead will manage and lead a team of network engineers responsible for designing and implementing computer and information networks-including LAN, WAN, intranets, extranets, and other data communications networks. This role requires extensive experience in network infrastructure design, cloud technologies, and automation, with a proven ability to improve network availability, scalability, and security in large enterprise environments. The Network Team Lead will oversee network modeling, analysis, and planning, develop network diagrams and documentation, and work closely with the Security team to ensure robust security measures across all networks. Responsibilities Manage and lead the network engineering team to design, implement, and maintain enterprise LAN, WAN, intranet, extranet, and data communication networks. Perform network modeling, analysis, and planning, including forecasting and capacity management for enterprise networks. Design and implement critical network infrastructure solutions that increase availability, reliability, and security. Develop network diagrams, documentation, and regular status reports on network activities. Collaborate closely with the Security team to plan and implement security controls across the network. Guide the team in adopting infrastructure and network automation platforms and coding practices. Develop and maintain technology roadmaps to support long-term enterprise network strategy. Provide leadership, mentorship, and oversight for the network engineering team. Qualifications REQUIRED: A minimum of 10 years of experience as an Engineer or Architect specializing in network infrastructure services. At least 4 years of experience with cloud technologies (Azure and AWS required; Google Cloud Platform (GCP) desired). A minimum of 5 years of experience designing critical network infrastructure for large/complex networks. Experience with infrastructure and network automation platforms and coding. Experience designing and implementing enterprise network solutions that improve availability and security. Experience developing technology roadmaps. Strong leadership, communication, and team management skills. Must be eligible to obtain DHS Suitability clearance. Preferred Qualifications: Experience with USCIS programs. Experience working on Agile projects. Experience with enterprise integration services. Experience with orchestration and automation platforms. Familiarity with Artificial Intelligence (AI) in enterprise network operations. WORK ENVIRONMENT AND PHYSICAL DEMANDS: This position is based onsite in Camp Springs, MD. Candidates must be able to work in a standard office environment and participate in in-person meetings and operations as required. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.

Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy. Position Accountabilities Lead team of product managers responsible for the following: Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth Assess digital platforms in the external marketplace and make recommendations for potential partnerships Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed Develop the business cases and business requirements for digital opportunities and drive to execution Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map Develop and manage goals and key performance indicators Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers Continuously assesses competitive moves and monitors performance against objectives. Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations Prioritize product requirements and coordinate release plans with IT and key constituents. Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones Guide and direct complex projects, identify key stakeholders and gain participation. Lead team of analysts responsible for the following: Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements. Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals. Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board. Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow. Develop and maintain design documentation working across the organization for documenting integration points between systems. Improve systems by studying current practices and designing modifications. Recommend controls by identifying problems and opportunities; controls to include system access and configuration management. Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems. Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support. Organizational Relationship Reports to Head of Digital Strategy Position Qualifications Education & Experience Bachelor's Degree required 10+ years of financial services experience 5+ years of experience in the digital space Experience as a people manager Knowledge & Skills Excellent verbal, writing and presentation skills Program management and leadership experience Strong PowerPoint and Excel skills to assemble & lead executive presentations Demonstrated experience developing and executing against a strategic plan Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully. Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels Ability to influence diverse, cross functional team to success without direct authority over the team Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns Documents client interactions and provides team members with time sensitive updates Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided Provides advice and assists with training for team members Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management Possess and demonstrate strong communication skills Demonstrate an understanding of how to deliver a strong overall client experience Thorough knowledge and understanding of the suite of Wealth Management products and services Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth Skills: Account Management Business Acumen Customer Service Management Client Management Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Towson - 901 DULANEY VALLEY RD (MD7901) Pay and benefits information Pay range$52,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.