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Winrock International jobs in Arlington, VA

- 26 jobs
  • Country Investment Manager - WEECAP Project - Guinea Bissau

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Country Investment Manager GROUP: Agriculture, Resilience and Water REPORTS TO: Regional Investment Director Winrock International works with people around the world to empower the disadvantaged, increase economic opportunities, and sustain natural resources. Winrock is seeking a Country Investment Manager for a multi-country program that will facilitate the growth of a competitive market system for raw cashew processing that optimizes revenues across all segments of the processing chain and fosters equitable and sustainable employment opportunities for young women and men. Working with processors and empowered service-driven producer organizations and networks, the program will facilitate investment in production, processing, market access, and supporting services needed for the sector to capitalize on the market push created by favorable global market trends and improvements to local systems over the last 15 years. In support of this objective, the program will manage a $23 million catalytic fund that will be strategically invested in the sector. The program focus countries are Guinea Bissau, Senegal, and Cote d'Ivoire. POSITION SUMMARY: The Country Investment Manager will lead WEECAP's efforts to expand and improve access to finance for women and youth engaged in the cashew value chain. This includes contributing to the design and execution of strategies that unlock capital through catalytic funding, blended finance, financial product innovation, and partnerships with financial institutions. The role focuses on addressing systemic barriers to financial inclusion and facilitating scalable investment models that strengthen enterprise viability and resilience. The Country Investment Manager will work with entrepreneurs, producer groups, processors, financial institutions, and investors to expand access to financial services required to optimize cashew sector productivity, growth, and catalyze employment for young women and men in Guinea Bissau. The Country Investment Manager will be responsible for building diverse pipeline of micro, small, medium and large cashew producer groups, processing enterprises, and value chain service providers with bankable business models that are positioned for scaling and growth, attractive to financial institutions and investors, and that are owned by, employ, or serve women and youth in the sector. The Country Investment Manager will deploy Catalytic Fund resources to support business innovations, improve financial inclusion of women and youth, enhance investment readiness of MSMEs, and raise capital for growth-oriented entrepreneurs and businesses. ESSENTIAL RESPONSIBILITIES: Strategic Leadership & Financial Innovation Contribute to the development and implementation of the project's access to finance strategy, ensuring alignment with WEECAP's overall goals and synergies with other pillars. Identify and advocate for innovative financial instruments that align market incentives with inclusive business models. Contribute to the design of financial mechanisms, through the Catalytic Fund, that de-risk investment in women- and youth-led cashew enterprises (e.g., credit guarantees, catalytic matching grants, results-based financing). Partnership Development & Engagement Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to identify high potential opportunities offered by end markets and the private sector buyers in the Guinea Bissau cashew sector. Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to develop a network of lead/anchor firms and micro, small, and medium processors and value chain actors and a strategic plan for engaging them. Establish and manage partnerships with commercial banks, MFIs, social impact investors, and development finance institutions (DFIs) in Guinea Bissau to increase the availability of affordable and appropriate financial products. Collaborate with the Competitiveness and Supply Chain team in Guinea Bissau to contribute to the design and implement integrated interventions that leverage the interconnections between producer groups, processors, and value chain service providers providing tailored Catalytic Fund resources (grants, results-based financing, acceleration) to incentivize business innovations and new local sourcing arrangements. Coordinate blended finance approaches that leverage WEECAP resources to crowd in private capital for supply chain actors in Guinea Bissau. Build linkages between processors and financial service providers in Guinea Bissau to support co-investment in inclusive sourcing models. Financial Inclusion for Women and Youth Analyze and facilitate relationships among actors in Guinea Bissau that translate into shared benefits to incentivize new investment in the cashew sector. Provide incentives to de-risk and strengthen Guinea Bissau's financial institutions capacity to increase the flow of credit to cashew sector entrepreneurs and businesses. Oversee the provision of transaction advisory services to a range of cashew sector businesses that demonstrate growth potential, and work through financial intermediaries and with investors to bring new firm and project financing deals to a successful close. Facilitate financial literacy, business planning, and investment readiness training with the Business Development Service Providers, in coordination with other pillars. Work closely with the Competitiveness and Supply Chain teams in Guinea Bissau to ensure that collective action platforms (e.g., cooperatives, groups) are used as channels for financial service delivery. Learning, Monitoring, and Adaptive Management Work with Head of Portfolio and Fund Performance Analysis to analyze the performance of Catalytic Fund financing mechanisms and recommend adjustments based on real-time evidence and feedback. Contribute to impact documentation, learning products, and investment cases to influence investors, processors, and policymakers. Coordinate with the Operations team to provide technical and management oversight over for distribution of funds to recipients in Guinea Bissau. Collaborate with the Policy and Social Safeguarding team in Guinea Bissau regarding private sector policy requirements in the Guinea Bissau cashew sector. Collaborate with Gender Integration team in Guinea Bissau to ensure integration of GESI considerations. QUALIFICATIONS AND BACKGROUND: Education: Degree in finance, business administration, or related field required. Experience: Minimum 3 to 5 years' experience as a Team Leader managing teams. Minimum 7 to 10 years' experience managing complex finance, entrepreneurship, or agriculture market systems programs, with demonstrated results in expanding access to finance. Experience working within the private sector on cashew nut production and marketing, including trade, production and business linkages. Experience applying a market systems development approach to strengthen the inclusivity-with a particular focus on young women and men-in cashew production and marketing systems. Technical experience working in Guinea Bissau with strong business relationships with Guinea Bissau's cashew industry stakeholders and international buyer. Experience managing large grant funds, catalytic funds, or impact funds is a plus. Skills/Knowledge: Familiarity with market systems development framework, including tools, strategies, and approaches. Ability to build coalitions and networks with private sector actors that can provide synergies and sustainable solutions. Ability to supervise, challenge, and build capacity of staff and coordinate activities with partners from a broad range of backgrounds and experiences. Strong training design, training delivery, and facilitation skills. Strong personnel management skills. Excellent written and oral communication skill in English required. Winrock is an equal opportunity employer committed to providing equal treatment for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $147k-228k yearly est. Auto-Apply 60d+ ago
  • Technical Lead, Sustainability Services (Regenerative Agriculture and Climate) - Temporary Position

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Location: Remote, Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered. Working hours are EST/CT. (Approx) February 2026 - September 2026 Hourly Rate: $82 - $85 hourly, dependent on experience This position is temporary to cover for a staff member on leave. The desired start date for this position is early February 2026 and the tentative end date would be mid-September 2026. The duration of this role may be extended. This role will be fully remote, however, only employees residing in: Arkansas, California, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin will be considered. Working hours are EST/CT. Position summary: The Technical Lead will work collaboratively with clients in the food, land and agriculture (FLAG) sector to identify decarbonization opportunities, ensure adherence to GHG calculation methodologies and relevant standards, and provide technical advisory to clients on a broad range of GHG mitigation and agricultural topics. The individual in this role will closely track the status and direction of key standards like the GHG Protocol and SBTi Corporate Net Zero Standard to support Winrock's engagement with these standards and to advise clients. You will work with some of the most influential private sector, philanthropic and governmental actors in the world. Past and current Winrock clients include Nestle, McCormick, and the Kinetic Coalition. Specifically, Winrock is seeking a detail-oriented, inquisitive, dynamic, technical expert with deep knowledge of climate mitigation strategies in the agricultural sector. This expert must also have deep technical knowledge of climate standards such as the GHG Protocol Corporate Suite of Standards and SBTi. Knowledge of commodity-specific guidance and best practice guidance in agricultural value chains, such as those authored by the Value Change Initiative, is a plus. Demonstrated experience in client relations is important. The ability to communicate the intricacies of climate mitigation and steps to alignment with sustainability standards related to agriculture to clients and other audiences who are not experts is important for this position. In some instances, the Technical Lead may manage two or more junior staff on projects, so demonstrated people management experience will be weighted as moderately important. Position role: The Technical Lead supports the Director, Sustainability Services to help clients within the FLAG sector achieve their climate mitigation strategies with a focus on decarbonization of a companies' value chain emissions (Scopes 1, 2, and 3). Potential responsibilities are likely to include: Leading or supporting interactions with clients, primarily in presenting updates or deliverables and conducting research to confidently answer client questions. Tracking and managing a pipeline of technical advisory requests from clients on carbon accounting, decarbonization strategies, and how to comply with climate standards. Preparing client-facing PowerPoint presentations, reports, memoranda, and other communication materials. Completing tasks in fast-paced and self-motivated environment in a timely and efficient manner. Conducting desk research on corporate climate mitigation leadership standards Supporting new business outreach efforts, including leading and/or supporting proposal development and workplans. Performing basic to intermediate calculations using greenhouse gas and economic activity data. Working with small teams to prepare high-quality products, pitching in wherever necessary, and providing guidance and leadership. POSITION QUALIFICATIONS Education: Bachelor's degree required, Masters in relevant field preferred Experience: Minimum of 6 years of relevant experience Experience managing technical aspects of greenhouse gas accounting in the agriculture field Field or research experience with soil organic carbon (SOC) and land use change models, greenhouse gas profiles, and mitigation strategies of agricultural commodities Fast learning, curious, and passionate for uncovering and creating solutions to climate and sustainability problems. Industry/sector understanding of the GHG profiles and potential mitigation strategies for several of the following FLAG commodities (listed in order of Winrock's need for expertise for this position): Cereals & Grains; Cocoa; Coffee; Vegetable Fats & Oils; Beef; Poultry and Eggs; Animal By-Products; Soybeans; Pulp and Paper; Vegetables; Spices; Coconut; Hazelnuts. Strong customer/client service orientation Strong written and verbal communication skills are required, including effective public speaking and the ability to communicate complex issues both verbally and in written form Team player capable of adapting to ambiguous environments with cross-group collaboration and problem-solving abilities. Working understanding or experience with preparing submissions or reporting against key climate corporate leadership standards (e.g. GHG Protocol Corporate Standard and/or Project Standard, Science-Based Targets Initiative's standards, the AIM Platform, and the Value Change Initiative, Taskforce for Corporate Action Transparency (TCAT) guidance documents). Experience with developing or evaluating Life-cycle assessments (LCA) and Environmental Product Declarations (EPD) Understanding of corporate supply chain management or procurement Experience using data analysis software, Excel (basic to intermediate skill in storing, presenting, processing, and analyzing data) Language: Fluent in English, fluency in another language is a plus as we engage clients globally. Travel: Ability to travel internationally and domestically required Physical Demands: Typical office environment with continual sitting or standing required. Must be authorized to work within the United States. Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $82-85 hourly Auto-Apply 1d ago
  • Registered Service Associate

    Morgan Stanley 4.6company rating

    McLean, VA job

    Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements Remedy and/or escalate service breaks to management team If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated OTHER: Assist with special projects (e.g., recruit onboarding support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers Organize and track progress against operational remediation projects Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports To: Service Manager 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. 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).
    $73k-106k yearly est. Auto-Apply 60d+ ago
  • Technical Lead, Sustainability Services (Palm oil and soy focus) - Non-US Based (Global)

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Winrock International is recruiting a Technical Lead in the Sustainability Services Unit with deep expertise in engaging the private sector in greenhouse gas (GHG) emissions reduction within food and agriculture. This position works with private sector clients to assess critical investments that finance emission reduction and removals within food and forest systems. The Technical Lead will be responsible for developing carbon inset guidance and leading evaluations of peatland restoration projects to mitigate corporate Scope 3 GHG emissions within palm supply chains. Position Overview: The Technical lead interacts with clients, conducts qualitative technical analyses, and collects and analyzes quantitative data for the greenhouse gas measurement and analysis of peatland restoration projects around the world. This position may be based remotely globally but is expected to work East Coast hours (EST) at times. US If you are US Based please use this link: Use this link for US Based Applicants POSITION RESPONSIBILITIES Major Responsibilities Lead project review and communications with clients to scope the quality of peatland restoration projects and address relevant technical aspects and their methodologies. Manage the analysis of climate projects at the intersection of agriculture, forestry, and greenhouse gas emissions, at the farm and corporate level, ensuring timely production of high-quality deliverables. Provide effective supervision including setting performance expectations, conducting regular performance evaluations, and providing ongoing feedback and coaching. Perform calculations using greenhouse gas and activity data. Support critical thinking and innovative approaches, new analyses, and new analytical methods. Lead the development of guidance on carbon inset approaches to peatland restoration projects within palm supply chains and contribute to critical thinking on the analyses and analytical methods related to food systems and regenerative agriculture. Prepare technical analysis reports, presentations, and other communication materials related to carbon accounting and project risk analysis, translating technical topics into terms that are meaningful to more diverse audiences. Maintain day-to-day client communications. Provide accurate, consistent, and coherent technical guidance and explanations to clients and donors. Provide training to counterparts/stakeholders in the use of methods and internationally accepted best practices. Create decision-support tools for the measurement and monitoring of GHG emissions and ecosystem services in the land use and forestry sectors. Develop and implement statistically sound approaches to project design and data analysis for carbon projects, including use of field data, new statistical tools, and models. Recommend and implement new approaches that strengthen Winrock International's reputation for sound science and expand the visibility of Winrock International as a leading developer of measurement and monitoring methods. Develop project work plans, budgets and reports, including tracking and monitoring programs as assigned to ensure they are fulfilling deliverable and performance requirements at a high quality, on time, and on budget. POSITION QUALIFICATIONS Education: Bachelor's degree in agriculture or environment-related field required. Master's degree in climate change, food and environment, or a related discipline is preferred. Experience: Minimum 7 years of relevant experience in food systems and GHG accounting for land use required. Additional years of experience are strongly preferred. Experience developing, mentoring, and managing teams of technical staff. Experience managing technical aspects of GHG accounting in the agriculture field. Field or research experience with forest carbon or palm production GHG accounting, land use change models, and GHG profiles of agricultural commodities from Southeast Asia preferred. Knowledge of monitoring, reporting, and verification (MRV) approaches within palm supply chains to ensure GHG reduction measurements are repeatable, scalable, and GHG protocol compliant. Knowledge of one or more of the additional soft commodities is a plus: vegetable fats & oils; spices; cereals & grains; cocoa; coconut; soybeans; and coffee. Working understanding or experience with preparing submissions or reporting against key climate corporate leadership standards (e.g., Verra, GHG Protocol, Science-Based Targets Initiative's standards). Understanding of corporate supply chain management or procurement. Demonstrated experience in research and public communication on technical issues. Computer Skills: Proficiency in using Microsoft Office software, including Word, Outlook, and PowerPoint. Advanced proficiency in Excel is preferred. Communication Skills: Strong written and verbal communication skills are required, including effective public speaking and the ability to communicate complex issues both verbally and in written form. Language: Fluency in English required. Position-Specific Skills: Strong analytical capability and problem-solving abilities required. Ability to contribute to project operations and workflow effectively, to track and meet deadlines for multiple tasks, and work effectively under pressure. Understanding of carbon quantification methodologies (e.g., for carbon credits/offset credits), carbon credit or other sustainability product certification standards, carbon credit project development, monitoring reporting and verification of GHG emissions impact. Ability to foster and maintain good working relationships with clients and partners, including non-profit organizations, the private sector, foundations, and multilateral organizations. Experience developing proposals for a variety of funders is desired. Experience leading complex technical projects with a diverse team of staff and consultants. Knowledge of geospatial technologies, tools and methodologies is a plus. Physical Demands: Capability to sit and operate a computer for long periods of time. This position is based on-going donor funding. If you are US Based please use this link: Use this link for US Based Applicants Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $85k-135k yearly est. Auto-Apply 1d ago
  • Director, Co-benefits Certification

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Director, Co-benefits Certification BUSINESS UNIT: Environmental Resources Trust / ACR REPORTS TO: Executive Director, ACR The Director, Co-benefits Certification is senior position within the ACR team responsible for developing and executing a comprehensive Co-benefits Certification Program as optional alongside existing ACR carbon credit certification. ACR's technical work spans multiple sectors - forestry, methane, refrigerants and Carbon Capture and Storage (CCS). The Co-benefits Certification will be developed to be applicable to the entire portfolio of ACR projects and credits to respond to buyer demand for certified co-benefits reporting across an array of environmental, economic, social and biodiversity benefits. KEY RESPONSIBILITIES Lead the development of the ACR Co-benefits Certification and verification requirements in collaboration with clients and partners to ensure consistent application across the project portfolio, practicality of use, and rigor of outcomes as aligned with international frameworks (e.g. biodiversity) and corporate ESG reporting. Manage the implementation of the Co-benefits program including providing training materials and reporting templates for project developers and verifiers to support successful Certification. Support the Director of Communications in development of website and social media content for the Certification as well as newsletters and blog posts, and compelling print collateral and press releases to ensure engagement with existing and new ACR clients for the Certification. Present to internal and external audiences on the Co-benefits Certification to raise awareness and support broad market acceptance and uptake. QUALIFICATIONS AND BACKGROUND Education: Degree in Environmental Sciences or related field. Experience: The candidate must have at least 15 years of experience in the development and implementation of climate and sustainability standards / certifications, knowledge of climate and sustainability markets and policy, strong understanding of the portfolio of ACR methodologies and an extensive network with key stakeholders including project developers, verifiers, NGOs and the carbon market industry in general. Knowledge of corporate ESG reporting frameworks desired. Skills: Strong writing, editing and speaking / presentation skills; an eye for detail The ability to articulate complex concepts and tailor messaging to multiple audiences with varying degrees of technical knowledge Demonstrated project management skills, with the ability to oversee contractors / consultants as well as to work independently, be persistent, and juggle multiple, sometimes competing priorities Ability to consistently interact with others in a professional, courteous, and tactful manner, maintain a positive attitude and good working relationships, and work effectively in a team setting. Strong interpersonal skills, impeccable integrity and trustworthiness, sense of humor, and diplomatic approach to problem solving. Fluency in spoken and written English is required. Fluency in one or more additional languages is an asset. Other: Must be available to travel for short-term assignments. Commitment to Winrock's mission and interest in market-based approaches to reducing GHG emissions required. Winrock offers competitive pay and an excellent benefits package. Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $94k-124k yearly est. Auto-Apply 31d ago
  • Salesforce Administrator

    United Way Worldwide 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/ 3 days in office - Alexandria, VA) United Way brings people together to build strong, equitable communities where everyone can thrive. United Way is seeking a Salesforce Administrator with at least 1 year Salesforce administration experience to support and enhance our Salesforce platform. This Salesforce professional will assist in ongoing Salesforce CRM support and will provide operational and project support to internal customers. This is a collaborative and detail-oriented role and will report to the Director, CRM. The Salesforce Administrator will serve as the first line of support for United Way staff in using Salesforce. The ideal candidate will have strong communication skills, be able to work directly with business users to gather requirements, provide training, and support Salesforce-related projects. This role will focus on optimizing the current Salesforce environment and supporting staff with their Salesforce needs. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level: Serve as the primary Salesforce administrator for day-to-day support and case management. Partner with business users to understand their needs, gather requirements, and translate them into Salesforce solutions within the existing configuration. Support Salesforce-related projects, including testing, documentation, and end-user engagement. Responsible for data cleanliness and identifying and resolving data inaccuracies within our systems Perform routine data updates and uploads to the Salesforce CRM Organize and consolidate information from multiple systems and utilize Microsoft Excel to prepare lists and data sources for importing into Salesforce Gain a deep understanding of our Salesforce architecture to provide general support Generate reports and dashboards from Salesforce based on business needs as requested Familiar with creating forms and surveys in Form Assembly Other tasks and projects as assigned JOB QUALIFICATIONS: Minimum requirements include: Bachelor's degree and 1 year of relevant Salesforce experience. Salesforce Administrator Certification a plus Passion for the Salesforce platform and experience performing Salesforce administrator tasks; Knowledge and experience of data migration tools (Import Wizard, Data Loader, dataloader.io, Apsona, etc.) Hands-on experience creating and managing reports and dashboards. Familiar with generative AIFamiliar Proficient in Microsoft productivity applications (Word, Excel, PowerPoint) Strong communication and interpersonal skills, with the ability to work closely with business users. Excellent attention to detail Strong organizational, analytical, and time management skills This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. SALARY STATEMENT The budgeted salary range for this position is currently $82,000 to $87,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: ***************************************************************** If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** or call ************ and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more. We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
    $82k-87k yearly Auto-Apply 23d ago
  • Wealth Management Associate

    Morgan Stanley 4.6company rating

    McLean, VA job

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Qualifications - ExternalEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer 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. 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).
    $97k-132k yearly est. Auto-Apply 60d+ ago
  • Payroll Manager

    United Way Worldwide 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/3 days in office - Alexandria, VA) Under minimal supervision, the Payroll Manager is responsible for diverse tasks in support UWW's payroll processing. These include payroll-related journal entries, bank account reconciliations and maintenance of payroll/accounting records. Must be detail-oriented and organized with the ability to maintain a high level of confidentiality. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION Run semi-month end-to-end payroll in ADP Workforce Now, across multiple states and countries ensure accuracy in tax withholdings, direct deposits, and overtime. Set up and process all wage garnishments including communication/updates to affected employees. Assist employees with payroll-related inquiries including deductions, accruals, and timesheets. Validate payroll data flows between ADP and internal systems. Keep detailed payroll records and support internal/external audits, as needed. Reconcile, investigate, and resolve discrepancies, including off-cycle and manual adjustments. Ensure compliance with federal, state, and local wage & hour laws (regular pay, final pay, PTO, overtime, etc). Manage multi-state tax setups (including SUI, SDI, local taxes) and ensure accurate filings. Review, process and reconcile all year-end activities to include W2's, tax withholdings, deduction totals, etc. Prepare and review payroll-related general ledger entries, labor allocations and reconciliations Work closely with HR and Finance departments to coordinate payroll-related activities and resolve any discrepancies. Facilitate the payroll section new hire onboarding. Generate ad hoc payroll reports and assist with special projects as needed Produce payroll reports, dashboards, and insights to support decision-making. JOB REQUIREMENTS Bachelor degree with a minimum of 8 years of payroll experience, including reconciliations. Knowledge of federal, state, and local laws. Meticulous attention to detail Ability to prioritize strict deadlines High level of discretion and responsiveness Excellent communication and customer service skills Experience processing payroll through ADP Workforce a plus This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered. SALARY STATEMENT The budgeted salary range for this position is currently $90,000 to $95,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.
    $90k-95k yearly 29d ago
  • Director - Major Gifts

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Job Description Associate Director/Director - Major Gifts Department: Development Reporting to: Vice President, Development Winrock International seeks a strategic, mission-driven Major Gifts Officer or Director, Major Gifts to build and grow a major donor portfolio in support of our work to empower the disadvantaged, increase economic opportunity, and sustain natural resources. This individual will be responsible for identifying, cultivating, soliciting, and stewarding individual donors and family foundations with the capacity to make five- and six-figure gifts. Reporting to the Vice President of Development, the Major Gifts Officer will work in close partnership with development and program leadership, communications, and executive leadership-including the CEO-to craft compelling cases for support, build meaningful relationships, and secure philanthropic investment in Winrock's global and domestic programs. POSITION RESPONSIBILITIES Major Donor Strategy & Portfolio Management Design and implement a comprehensive individual major gifts strategy to grow Winrock's base of high-capacity donors and family foundations. Build and manage a portfolio of 75-100 qualified major donors and prospects, ensuring regular engagement and meaningful touchpoints throughout the year. Develop individualized cultivation and solicitation plans for each prospect, leveraging moves management best practices. Prepare customized donor communications, proposals, presentations, and stewardship materials in collaboration with communications and program teams. Track all interactions and plans in Winrock's Salesforce CRM system, ensuring accuracy and accountability. Cultivation, Solicitation & Stewardship Identify new donor prospects through research, networking, and internal referrals. Cultivate and solicit gifts in the five- and six-figure range, supporting leadership and Board engagement where needed. Plan and execute donor meetings, virtual briefings, events, and site visits that meaningfully connect prospects to Winrock's mission and impact. Ensure timely and personalized stewardship for all major donors, including reporting, thank-you touchpoints, and ongoing engagement in Winrock's work. Internal Collaboration & Case Development Work closely with program leaders and technical experts to identify strategic funding priorities and develop clear, compelling cases for support. Serve as a thought partner to the Vice President of Development on integrating individual giving into broader fundraising strategies. Collaborate with finance and awards teams to develop gift agreements, manage restricted revenue, and ensure donor intent is honored. Organizational Leadership & External Representation Represent Winrock at donor events, philanthropic networks, and external meetings as needed. Stay current on trends in global philanthropy, climate resilience, food security, and related areas. Contribute to a culture of philanthropy across the organization by building internal awareness and storytelling capacity. QUALIFICATIONS Experience: Associate Director: Minimum 8 years of fundraising or relationship management experience, including work with major donors and/or family foundations. Director: Minimum 10 years of progressively senior experience in major gift fundraising or nonprofit development, with management experience. Track Record: Demonstrated success securing five- and six-figure gifts from individuals and family foundations. Skills: Exceptional written and verbal communication skills, with ability to translate complex global development work into compelling donor messaging. Strong interpersonal and relationship-building skills with high emotional intelligence. Organized, detail-oriented, and strategic, with the ability to manage competing priorities and donor timelines. Experience using donor CRM systems (e.g., Salesforce,or equivalent). Language: English required: English speaking and written communication is required. Required Travel: Some travel anticipated, based on donor cultivation needs and organizational priorities. Winrock offers competitive pay and an excellent benefits package. Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $114k-166k yearly est. 29d ago
  • Senior Business Analyst (VP)

    Morgan Stanley 4.6company rating

    Arlington, VA job

    In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you. Position Description The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications. What you'll do in the role: • Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure). • Analyze business processes, functions and procedures across multiple business units. • Mentor less experienced team members, lead by example and produce high quality requirements. • Create user stories for business and functional requirements, including workflow, business rules and use cases. • Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs. • Meet business unit objectives including cost estimates, date commitments and functionality. • Act as liaison between business units, technology, management and users. • Assist with QA/Testing to develop test plans and more detailed test cases. • Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations. • Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions. What you'll bring to the role: • 10+ years of experience in a business analyst role. • Hands-on SQL skills and understanding of databases. • Understanding of basics of systems design such as multi-tier platforms • Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality. • Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. • Excellent verbal and presentation skills. • Self-motivated, innovative and can work independently as well as in a team environment • Ability to multitask across a number of projects. • Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint. • Willingness to learn and grow. • Experience within an Agile framework. Desired skills • Experience in financial services field, with emphasis on banking and deposits. • Understand how to create user flows and UI mockups. • Ability to read basic Java or pseudo code Educational Qualification: • Minimum BS degree in Computer Science, Engineering or a related field. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. 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). 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. 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).
    $107k-140k yearly est. Auto-Apply 60d+ ago
  • U.S Banks Affiliate Risk Vice President

    Morgan Stanley 4.6company rating

    Arlington, VA job

    Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides a wide variety of products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions, and individuals. Institutional Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services. Our U.S. banking subsidiaries, Morgan Stanley Bank, N.A. ("MSBNA"), Morgan Stanley Private Bank, National Association ("MSPBNA"), each, a "Bank" and collectively, the "U.S. Banks") accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals, and invest in securities. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Banks from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities, and Residential real estate loans. Description: The U.S. Banks Affiliate Risk Vice President position is responsible for ensuring that all covered transactions and related intercompany agreements between a Bank and its non-banking affiliates are tracked, reviewed, and managed for regulatory compliance and sustained business line relevance. This role is vital for maintaining appropriate affiliate relationships and mitigating risk. Affiliate Agreement Inventory Management and Tracking: * Draft agreements and terms to memorialize recurring services or transactions between the U.S. Banks and their various non-banking affiliated. * Maintain a comprehensive, centralized inventory of all affiliate agreements and covered transactions. * Work with business lines and control functions to identify, tag, and capture all intercompany agreements subject to Regulation W. Compliance and Oversight: * Review new and existing affiliate agreements to ensure they are consistent with safe and sound banking practices, comprehensive for the services provided, and conducted on market terms. * Develop and implement controls and procedures to address the complexities of Regulation W across intercompany agreements with different business lines and applicable pricing methodologies. * Serve as a subject matter expert on Regulation W and sections 23A/23B for all relevant stakeholders. Reporting and Communication: * Develop and prepare regular reports and metrics for senior management and the board of directors on the status of the Affiliate Agreement program. * Provide support for internal and external audits and examinations by preparing documentation and responding to inquiries. * Escalate identified compliance gaps, overdue activities, and other issues to the appropriate compliance and business leaders. * Collaborate with Legal, Risk, and business units to provide guidance on the development and implementation of new or modified activities and modeled transactions between the U.S. Banks and their non-banking affiliates. Qualifications: * Bachelor's degree in Finance, Business or other related field * 10+ years of relevant experience in risk management, commercial contract drafting, , intercompany contracting documentation and governance in the financial services industry is a plus * Familiar with Information Technology risks in general and Cloud technologies specifically (SaaS, PaaS, IaaS, Public & Private Cloud) * Demonstrate an understanding of various compliance and regulatory areas (e.g. FFIEC, NIST) * Strong sense of ownership, accountability, and entrepreneurial spirit * Strong project management, organization, communication, and analytical skills * Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges * Ability to work in a fast paced environment, both independently and as part of a team, and under strict deadlines * Strong at identifying key control points within a process, and then provide assessment of the preventative and detective controls * Strong interpersonal skills - freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations * Strong written and oral communication skills will be important for this role as effective communication of our role to IT, the business units, regulators, and our vendors is critical 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. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $110k-190k yearly Auto-Apply 35d ago
  • Branch Administrator

    Morgan Stanley 4.6company rating

    Alexandria, VA job

    The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Complex Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.DUTIES and RESPONSIBILITIES:Expense Management Support Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues Maintain and review Branch finance and expense management information in collaboration with CBSO and/or Business Service Officer (BSO) Management Support Navigate the firm's resources and act as a liaison with Complex Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) Proactively participate in firm initiatives directed by local management Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Complex initiatives as directed Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters), Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses) Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System Assist with firm remediations as needed Act as a point of contact for technology projects, migrations, equipment installs/ replacements Coordinate with Complex Administrator as it relates to Complex driven projects and initiatives and ensuring back-up Administrator coverage Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk Officer) Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience High School Diploma/Equivalency College degree preferred Two or more years of related experience is a plus Knowledge/Skills Strong computer skills and knowledge of Microsoft Office Excellent verbal and written communication skills, including telephone coverage Strong time management skills Demonstrates good judgement Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Ability to prioritize work Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Proactive or self-starter Ability to be discreet and maintain confidentiality on sensitive matters Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: Branch Manager 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. 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).
    $41k-53k yearly est. Auto-Apply 60d+ ago
  • Associate Market Manager

    Morgan Stanley 4.6company rating

    McLean, VA job

    The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area Leverages the resources of the Firm to achieve the highest level of success Plays a key role in leading Market's efforts of sales and growth Team Building: Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: Plays a leading role in the Market's financial and sales performance, including expense management Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices Assists in the creation and administration of an Annual Supervisory Plan for the Market Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience Bachelor's Degree required Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. 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. 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).
    $104k-162k yearly est. Auto-Apply 46d ago
  • Director, Global Strategic Communications

    United Way Worldwide 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/ 3 days in office - Alexandria, VA) In partnership with Communications team leadership, creates and oversees United Way Worldwide's (UWW) enterprise-wide communications strategy and plan across core workstreams: internal communications for UWW staff, network communications for local United Ways worldwide, and event communications for select UWW events. This role ensures that communications across the organization are clear, coordinated, and aligned with UWW's vision, transformation efforts, and strategic priorities. The director is responsible for the innovation, development, and measurement of a unified communications architecture, spanning platforms, channels, and messaging, to effectively reach key audiences including local United Ways, UWW staff, partners, board members, and volunteers. This position plays a critical leadership role in strengthening trust, clarity, engagement, and alignment across UWW's global network. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level: Responsible for synthesizing organizational goals and developing integrated communication plans to drive stakeholder understanding and adoption of UWW's vision, priorities, programs and resources across the global network. Provide strategic leadership for core communications streams: internal communications (UWW staff), network communications (global United Way staff), and event communications for select UWW events. Oversee the development and implementation of integrated communications plans to support the launch and activation of key UWW programs, events, and/or initiatives to the global network. Develop and execute a holistic network communications strategy, in partnership with the Sr. Manager of Network Communications, including editorial oversight of key network channels (including various network newsletters, the United Way Online intranet platform, the UW Connect peer-to-peer collaboration platform, and others) to support local United Ways in their work. Lead international communications, in partnership with the Global Communications Manager and the UWW International Network team, to elevate global storytelling, ensure strong representation of non-U.S. United Ways across all channels, and develop foundational tools and assets that highlight global leadership, impact, and innovation. Collaborate closely with People and Culture, IT, and other UWW teams to develop internal communications strategic approaches, including editorial oversight, to leverage key UWW channels (including the UWW staff newsletter, United Way Online, Microsoft Teams and SharePoint) to build organizational culture and knowledge, and foster engagement. Manage communications for select signature UWW annual and biannual network events, ensuring message alignment, clear calls to action, and strong engagement before, during, and after events. Develop, manage, and measure protocols and procedures to maximize efficiencies, impact and alignment of network communications efforts. Serve as the principal point of contact and subject matter expert for UWW's email marketing, segmentation, and analytics platform (HubSpot). Provide training, support, and counsel to UWW staff charged with communications responsibilities in their functional areas. Set and measure performance metrics to ensure the network communications strategy and related plans are meeting/exceeding goals/objectives. Build and nurture strong professional relationships with colleagues within the network and UWW. Supervise and support the Sr. Manager of Network Communications and the Global Communications Manager, providing guidance, setting priorities, and ensuring strong alignment and collaboration across all communications streams. Demonstrate proven leadership skills to instill stakeholder confidence in the role and value of strategic communications. Other duties as assigned. JOB REQUIREMENTS A cover letter is preferred as part of the application process. Those invited to interview will be asked to submit portfolio samples. Minimum requirements include: Bachelor's degree or commensurate experience. A minimum of ten years of progressive experience in a similar role. Three years of experience in a supervisory role. Candidates will have demonstrated experience translating overarching organizational goals into effective communications strategies. Proven track record of developing broad strategic communications plans targeting multiple audiences, as well as success defining and achieving communications metrics/goals. Proven experience using HubSpot or comparable email marketing tools to design campaigns, segment audiences, and analyze engagement metrics. Must be a solutions-oriented, strategic thinker and communicator. Exceptional writing and presentation skills are mandatory. Must be a strong writer/editor, and an effective communications consultant. Must possess exceptional project and time management skills, along with the ability to think strategically; will be responsible for managing 10-12 communications plans on average Ideal candidate will have international and U.S. communications experience. Strong cultural competencies and ability to effectively communicate to a diverse, global audience. Demonstrate proven leadership skills to instill stakeholder confidence in the role and value of strategic communications. Fluency in more than one language is a plus. Experience leveraging AI technology for business efficiencies is a plus. This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered. SALARY STATEMENT The budgeted salary range for this position is currently $135,000 to $142,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more. We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
    $135k-142k yearly Auto-Apply 4d ago
  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    McLean, VA job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer 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. 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).
    $52k-71k yearly est. Auto-Apply 1d ago
  • Director, Revenue and Financial Systems (Residents of AR, DC, CO, MD, NY, PA, VA, WI Only)

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Director, Revenue and Financial Systems Location: Remote, but Employee must be a resident of: Arkansas, Colorado, Maryland, New York, Pennsylvania, Virginia, Washington DC, Wisconsin. Department: Finance The Director, Revenue and Financial Systems oversees billing, revenue accounting, financial system administration, and international finance and accounting functions including the Regional Offices in Manila and Nairobi and individual projects. This position plays a key role in ensuring that the organization's financial data is accurate, compliant, and efficiently managed through integrated systems and improved processes. Reporting to the Sr. Director, Controller, the Director serves as a strategic partner in the modernization of the organization's financial infrastructure, including leading accounting system improvements, driving automation initiatives, supporting policy development, and ensuring compliance with generally accepted accounting principles (GAAP) and funder regulations. The role supports financial operations across departments and projects and manages a team of accounting professionals. POSITION RESPONSIBILITIES Project Finance & Accounting Management Oversee team of project cost accountants serving as financial support to Technical project leads (“cradle to grave” approach). Establish and manage financial support frameworks and systems for project setup, including intercompany, cost allocation and compliance requirements. Monitor project financial performance, ensuring alignment with budgets and donor agreements. Manage project closeout processes, including reconciliations, reporting, and compliance documentation. Revenue Recognition and Invoicing Oversee the organization's billing and revenue recognition to ensure accurate and timely invoicing and cash collection. Lead project cash management operations, including timely drawdowns, reconciliations, and periodic reporting in the Payment Management System (PMS) and other external platforms. Ensure proper project setup in Costpoint, including review and approval of revenue recognition decision memos for all new awards. Manage restricted project cash flow including timely and accurate reconciliation of restricted project balances, additional cash requests from donors, and periodic cash transfers to Winrock operating accounts in coordination with the treasury and program teams. Financial Systems and Process Improvement Serve as the strategic lead for the organization's accounting system (Costpoint), overseeing system administration, data integrity, and alignment with business and compliance needs. Drive financial system enhancements, automation initiatives, and internal control improvements to increase efficiency, scalability, and data accuracy. Maintain accounting and finance policies related to contract accounting, international accounting, and revenue and billing to reflect changes in organizational structure, systems, and processes. Support the CFOO and the Controller in rollout of accounting policy and procedure changes. Collaborate with IT and other departments to identify opportunities to improve financial workflows and reporting capabilities. Design and implement tools and review criteria to support monthly project financial reporting and oversight by regional teams. Oversee accounting function of regional offices and their financial reporting to the Home Office Support external project and regional office audits and statutory filings, acting as a primary liaison with auditors and funders to ensure accurate, timely, and compliant reporting. Team Leadership & Management Lead, mentor, and develop a high-performing accounting team, including staff based in the S. and regional offices in Manila and Nairobi. Foster a collaborative, inclusive, and accountable team culture focused on continuous learning and excellence in financial management. Build and maintain a strong community of practice across Project Finance Managers, Regional Finance staff, and HQ Finance to ensure alignment, knowledge sharing, and consistent application of policies. Establish and standardize qualifications, responsibilities, and oversight expectations for Project Finance Managers based on project size, complexity, and geographic In coordination with Pricing, ensure proper accounting support is budgeted for all projects with international accounting footprint. Oversee recruitment and training of Project Finance Managers, ensuring technical support during project startup, closeout, and transition periods. POSITION QUALIFICATIONS Education: Bachelor's degree in Accounting. MBA, a plus. CPA or equivalent certification preferred. Experience: Minimum of 10 years of experience in revenue recognition and Costpoint experience strongly preferred Experience in non-profit accounting and in complex international environments strongly preferred. Extensive knowledge of non-profit rules and regulations including ASC 958 and ASC 606. Strong organizational and research skills with a thorough understanding of GAAP accounting principles, audit standards, procedures and techniques. Willingness and ability to travel up to 5-15% Position-Specific Skills: Ability to virtually manage various teams across time zones and lead independently with minimal Ability to work collaboratively with various administrative and program levels. Excellent interpersonal, writing and oral presentation skills in English are also Strong presentation and communications skills to meet the diverse technical and managerial requirements of the program and to effectively coordinate with a wide range of stakeholders up to CEO/CFO level. Excellent writing, analytical, interpersonal, organizational and cross-cultural Proficiency in accounting software and advanced Excel Demonstrated ability to perform and prioritize a variety of tasks on short notice within designated deadlines. Computer/Technical Skills: Proficient with MS Office. Costpoint experience strongly preferred. Communication Skills: Excellent verbal and written communication skills required. Language: Proficiency in English speaking and written communication is required. Winrock offers competitive pay and an excellent benefits package. The base salary for the Director position is $150,000 - 160,000 per year in geographic pay zone I (DC/MD/VA/CO/NY) and $130,000-$145,000 in our HQ pay zone (AR/WI//PA). For other locations, the base salary will be adjusted according to our geographic differential structure: Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $150k-160k yearly Auto-Apply 7d ago
  • Marketing Project Manager

    United Way Worldwide 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/ 3 days in office - Alexandria, VA) As the Marketing Project Manager, you will play a pivotal role in overseeing and optimizing operations, project management and delivering key insights for the Marketing & Communications Team. This role will focus on building and tracking consistent, coordinated processes across the team that connect strategy and execution to make us more efficient and successful (includes expertise in project management systems, project intake and triage processes, resource management and planning). Your experience in project management, combined with your strategic mindset, organizational agility, and operational prowess, will be instrumental in helping United Way meet its strategic priorities to drive measurable results. Reporting to the Executive Vice President, Chief Marketing Officer, this person will partner with cross-functional teams including global brand marketing, global network communications, creative services, PR, social media, digital, and events, to help drive United Way Worldwide's mission to improve lives by mobilizing the caring power of communities around the world. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION Act as curator for the marketing and communications team, managing incoming projects and campaign requests by gathering requirements and resources needed for completion. Assess the team's capability and bandwidth to support requested projects Drive the planning process by leading project launch process through the execution of deliverables, including development of production schedules, timelines, approvals, etc; utilize dynamic project management skills to track, triage and deliver critical departmental projects. Identify implement and manage marketing communications efficiency tools and processes including project management and resource management. Oversee traffic coordination for Creative Studio Team (graphic design team) Manage relationships with external vendors and assigned agencies, ensuring the delivery of high-quality services and solutions. Measure project performance and identify opportunities for improvement Stay current with industry trends and emerging technologies, recommending approaches to enhance department operations. JOB REQUIREMENTS: Bachelor's degree in marketing, business administration, or a related field. Master's degree preferred. Must have 10+ years of working experience in marketing with at least 5 of those years being in marketing communications operations Must have project management experience, to include leading and triaging marketing projects/campaigns in a fast-paced, high-volume environment. Must have experience using Smartsheet Knowledge of automation and database management concepts and best practices. Must be able to demonstrate knowledge of marketing communications best practices and multiple channel execution as well as prior proven experience of successful management of large-scale teams and programs, including proficiency in offline channels and programs. Self-starter who is able to and eager to learn quickly with a good head for proactive problem solving, while able to adhere to standard operational procedures and deadlines. Ability to work in fast pace and high-growth environment with tight deadlines and shifting priorities and be willing to "roll-up your sleeves" to drive organizational change. Ability to inspire and move a cross-functional team in a unified direction and with a unified vision. Must be well-organized. This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered. SALARY STATEMENT The budgeted salary range for this position is currently $120,000 to $125,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more. We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
    $120k-125k yearly Auto-Apply 22d ago
  • Salesforce Administrator

    United Way Worldwide 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/ 3 days in office - Alexandria, VA) United Way brings people together to build strong, equitable communities where everyone can thrive. United Way is seeking a Salesforce Administrator with at least 1 year Salesforce administration experience to support and enhance our Salesforce platform. This Salesforce professional will assist in ongoing Salesforce CRM support and will provide operational and project support to internal customers. This is a collaborative and detail-oriented role and will report to the Director, CRM. The Salesforce Administrator will serve as the first line of support for United Way staff in using Salesforce. The ideal candidate will have strong communication skills, be able to work directly with business users to gather requirements, provide training, and support Salesforce-related projects. This role will focus on optimizing the current Salesforce environment and supporting staff with their Salesforce needs. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level: Serve as the primary Salesforce administrator for day-to-day support and case management. Partner with business users to understand their needs, gather requirements, and translate them into Salesforce solutions within the existing configuration. Support Salesforce-related projects, including testing, documentation, and end-user engagement. Responsible for data cleanliness and identifying and resolving data inaccuracies within our systems Perform routine data updates and uploads to the Salesforce CRM Organize and consolidate information from multiple systems and utilize Microsoft Excel to prepare lists and data sources for importing into Salesforce Gain a deep understanding of our Salesforce architecture to provide general support Generate reports and dashboards from Salesforce based on business needs as requested Familiar with creating forms and surveys in Form Assembly Other tasks and projects as assigned JOB QUALIFICATIONS: Minimum requirements include: Bachelor's degree and 1 year of relevant Salesforce experience. Salesforce Administrator Certification a plus Passion for the Salesforce platform and experience performing Salesforce administrator tasks; Knowledge and experience of data migration tools (Import Wizard, Data Loader, dataloader.io, Apsona, etc.) Hands-on experience creating and managing reports and dashboards. Familiar with generative AIFamiliar Proficient in Microsoft productivity applications (Word, Excel, PowerPoint) Strong communication and interpersonal skills, with the ability to work closely with business users. Excellent attention to detail Strong organizational, analytical, and time management skills This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. SALARY STATEMENT The budgeted salary range for this position is currently $82,000 to $87,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: ***************************************************************** If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** or call ************ and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more. We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
    $82k-87k yearly 23d ago
  • Director - Major Gifts

    Winrock International 4.6company rating

    Winrock International job in Arlington, VA

    Associate Director/Director - Major Gifts Department: Development Reporting to: Vice President, Development Winrock International seeks a strategic, mission-driven Major Gifts Officer or Director, Major Gifts to build and grow a major donor portfolio in support of our work to empower the disadvantaged, increase economic opportunity, and sustain natural resources. This individual will be responsible for identifying, cultivating, soliciting, and stewarding individual donors and family foundations with the capacity to make five- and six-figure gifts. Reporting to the Vice President of Development, the Major Gifts Officer will work in close partnership with development and program leadership, communications, and executive leadership-including the CEO-to craft compelling cases for support, build meaningful relationships, and secure philanthropic investment in Winrock's global and domestic programs. POSITION RESPONSIBILITIES Major Donor Strategy & Portfolio Management Design and implement a comprehensive individual major gifts strategy to grow Winrock's base of high-capacity donors and family foundations. Build and manage a portfolio of 75-100 qualified major donors and prospects, ensuring regular engagement and meaningful touchpoints throughout the year. Develop individualized cultivation and solicitation plans for each prospect, leveraging moves management best practices. Prepare customized donor communications, proposals, presentations, and stewardship materials in collaboration with communications and program teams. Track all interactions and plans in Winrock's Salesforce CRM system, ensuring accuracy and accountability. Cultivation, Solicitation & Stewardship Identify new donor prospects through research, networking, and internal referrals. Cultivate and solicit gifts in the five- and six-figure range, supporting leadership and Board engagement where needed. Plan and execute donor meetings, virtual briefings, events, and site visits that meaningfully connect prospects to Winrock's mission and impact. Ensure timely and personalized stewardship for all major donors, including reporting, thank-you touchpoints, and ongoing engagement in Winrock's work. Internal Collaboration & Case Development Work closely with program leaders and technical experts to identify strategic funding priorities and develop clear, compelling cases for support. Serve as a thought partner to the Vice President of Development on integrating individual giving into broader fundraising strategies. Collaborate with finance and awards teams to develop gift agreements, manage restricted revenue, and ensure donor intent is honored. Organizational Leadership & External Representation Represent Winrock at donor events, philanthropic networks, and external meetings as needed. Stay current on trends in global philanthropy, climate resilience, food security, and related areas. Contribute to a culture of philanthropy across the organization by building internal awareness and storytelling capacity. QUALIFICATIONS Experience: Associate Director: Minimum 8 years of fundraising or relationship management experience, including work with major donors and/or family foundations. Director: Minimum 10 years of progressively senior experience in major gift fundraising or nonprofit development, with management experience. Track Record: Demonstrated success securing five- and six-figure gifts from individuals and family foundations. Skills: Exceptional written and verbal communication skills, with ability to translate complex global development work into compelling donor messaging. Strong interpersonal and relationship-building skills with high emotional intelligence. Organized, detail-oriented, and strategic, with the ability to manage competing priorities and donor timelines. Experience using donor CRM systems (e.g., Salesforce,or equivalent). Language: English required: English speaking and written communication is required. Required Travel: Some travel anticipated, based on donor cultivation needs and organizational priorities. Winrock offers competitive pay and an excellent benefits package. Winrock is an equal opportunity employer committed to providing equal employment opportunity for all people. All qualified applicants receive consideration for employment regardless of race, color, religion, sex, gender, national origin, age, disability or any other basis protected by law. At Winrock we have a clear mission: Empower the disadvantaged, increase economic opportunity and sustain natural resources through unwavering dedication to accountability, equity, innovation, integrity and transformation.
    $114k-166k yearly est. Auto-Apply 27d ago
  • Senior Manager, Website Content and User Experience

    United Way of America 4.3company rating

    Alexandria, VA job

    (Eligible for Hybrid/ 3 days in office - Alexandria, VA) This position will lead the design, development, and ongoing management of foundational and innovative digital-owned experiences for United Way Worldwide to transform our business and drive donor and supporter engagement, acquisition, and retention. The role oversees UnitedWay.org as a centralized, primary, and powerful asset to inform, educate, and connect people to the work of United Way. This individual makes strategic recommendations and leads content management for other public-facing websites, and supports e-mail marketing approaches, and technology platforms that connect to United Way's owned channels. The role leads projects that will provide best-in-class user experiences, overseeing the full life cycle of assigned assets. This role is both 'leader and doer,' requiring a balance of cross-functional coordination, communication, and hands-on execution skills. This individual will leverage his/her expertise to support our multi-channel mix across digital marketing touchpoints. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level: * Prioritize the user at every decision point, with a knack for understanding user behavior, analyzing data, and establishing strategies to maximize overall impact. * Develop, design and execute user experiences (including landing pages) and content recommendations to expand audience understanding and level of engagement with United Way. Oversees updating and formatting of web content. * Architect, communicate, and build alignment on key digital journeys and experiences that drive new and deepen current donor and supporter relationships. * Provide direction to, and coordinate with internal content creation teams, to ensure assets (visuals, video, featured stories, headers, copy) all follow digital best practices and deliver against objectives. * Develop and oversee an editorial calendar for UW.org that aligns with annual communications, priority programs, and social media activation plans. * Collaborate with internal and external stakeholders to create web experiences that grow traffic and engagement by adopting UX, information architecture, social media integration, and search engine optimization (SEO) best practices. * Create new proposals through a digital lens based on historical information, current trends & experiences to help evolve and grow our digital footprint. * Collaborate with analytics and donor insight team members to leverage and enhance existing data and analytics, and develop additional research and data sources as necessary, to inform strategy and ongoing optimization. * Coordinate with IT team members and external hosting partner to monitor website performance, and identify, prevent, and resolve issues. Establish ways of working to ensure optimal digital experience oversight. * Ensure adherence to United Way Worldwide brand standards and organizational objectives are prioritized in all efforts. * Coordinate with team members to track and analyze website traffic trends and use findings to make data-driven decisions about editorial content. * Provide direct support for online fundraising, donor management, and integrated marketing efforts. * Develop and deliver internal communications and presentations to cross-functional teams and leadership to socialize strategies, results, and programs. * Lead A/B testing approach and tracking on UW.org and other digital assets. * Ensure digital marketing excellence, including the highest possible brand and consumer experience. * Other duties as assigned. JOB REQUIREMENTS Minimum Requirements: * Bachelor's degree in a related field such as marketing, user experience design, communications or related field; or commensurate experience. * Minimum five years of experience in a similar or related role. * Experience working across different functions related to digital marketing including website development, digital media marketing, SEM, SEO, social media, mobile development, analytics, CRM, and user experience. * Must be comfortable working within a Drupal CMS environment and coordinating efforts with internal developers (IT) and external partners. * Working knowledge of Google Analytics/GA4, Google Tag Manager, UTM creation/tracking, retargeting/remarketing strategies and web APIs. * Strong and effective project management skills and ability to lead and direct internal and outside resources. * Ability to manage multiple projects with different and converging timelines. * Excellent communication skills. Effective storyteller in evangelizing strategies and new directions. * Strong collaboration and partnership skills. Ability to effectively influence stakeholders and gain consensus at all levels of the organization. * Solid understanding of web metrics, digital analytics, and ability to generate, analyze and interpret data. * Basic graphic design/photo editing skills. Desired Skills/Experience The ideal candidate will possess a strong background in digital marketing, with direct experience managing websites, and a focus on creating compelling brand experiences. * Connected to United Way's mission and motivated to enhance one of the world's best-known and most trusted brands. * The curiosity and drive to keep pace with the latest technology innovations, along with new and emerging digital trends. * The ability to recognize challenges and opportunities, drive ideas, and map the digital solution options and capabilities to necessary business outcomes. * Strong situational analysis, negotiation, and decision-making abilities. * Experience with digital fundraising strategies and associated technology platforms. * Deep experience with web writing, user experience design and/or graphic design. * Experience in a federated, non-profit model is a plus. This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. SALARY STATEMENT The budgeted lifespan salary range for this position is currently $93,000 to $105,000 per year. Salary is determined by several factors including applicant's knowledge, skills, experience, position, equity, and market. ABOUT UNITED WAY WORLDWIDE United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you. United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail ***************************** and provide the nature of your request and your contact information. We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply. United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more. We kindly request that you do not call to inquire about the status of your application. All candidates selected for consideration will be contacted by a United Way Worldwide team member via email or phone regarding next steps
    $34k-48k yearly est. 2d ago

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