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Venable LLP's East Coast Private Wealth Planning Group seeks an associate with at least 2 5 years of experience in high net worth wealth planning to join the practice in the Baltimore office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong kno
Posted 1 day ago
salesforce.com, inc.
- New York, NY / Baltimore, MD / Philadelphia, PA / 8 more...
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz
Posted 1 day ago
Assist in developing manageable budget milestones aligning with FEMA and DHS goals. Aid in the development of a one year budget proposal for submission to the OMB and Congress; Resource Allocation Plan (RAP) support; S&B forecasting, and execution of the ONCP appropriation, in accordance with the Planning, Programming, Budgeting, and Execution (PPBE) cycle.. Aid in packag
Posted 1 day ago
We are actively seeking a Financial Analyst to perform the duties listed below Provide business/financial analysis and consultation support to government client. Coordinate, review and monitor annual spend plans Participate in program meetings and reviews Monitor execution rates and inform management of potential issues Fund contracts, Service Level Agreements and MIPRs W
Posted 1 day ago
The Financial Eligibility Specialist determines applicant eligibility for third party reimbursement, processes data necessary for admission of new patients into health services, ensures proper coding for insurance billing, and handles inquiries from prospective applicants and patients. Not responsible for Chase Brexton billing discussions or questions that are not related
Posted 2 days ago
As a Financial Advisor at Apple Federal Credit Union, you will play a crucial role in assisting clients with achieving their financial goals and securing their financial futures. This position offers an exciting income opportunity, a supportive work culture, and ample room for professional development. Responsibilities Identify and evaluate members' financial needs, objec
Posted 3 days ago
About the Position The Client Success Manager will engage with a portfolio of clients across North and Latin America to ensure they get the best value from FiscalNote Global Intelligence (FNGI) products and services. These services are primarily from the Dragonfly, FrontierView, and Oxford Analytica brands. The focus of the role is to drive product adoption and usage, and
Posted 3 days ago
About the Position Client Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their day to day. Technologically savvy and unafraid of online platforms, CSMs are "product evangelists" focused on encouraging and driving product adoption and usage, thus, streamlining our customers' day to day workflow
Posted 3 days ago
At State Department Federal Credit Union (SDFCU), our members are our number one priority. We strive to satisfy their financial needs by offering a variety of products and services at reasonable rates and delivering exceptional experiences while building lasting relationships. We are looking for talented people who exhibit passion for helping others and a desire to be a c
Posted 4 days ago
Reyes Beer Division
- Chantilly, VA
The Sr. Director of Financial Planning and Analysis is the financial business partner to a set of Business Unit Presidents. The Sr. Director is responsible for interpreting and communicating monthly financial results, providing analysis to help identify root causes and opportunities, performing analysis to evaluate scenarios and set direction, and to lead the budgeting an
Posted 4 days ago
The Financial Eligibility Specialist determines applicant eligibility for third party reimbursement, processes data necessary for admission of new patients into health services, ensures proper coding for insurance billing, and handles inquiries from prospective applicants and patients. Not responsible for Chase Brexton billing discussions or questions that are not related
Posted 6 days ago
Want to make a difference? Join an organization that has been transforming lives for over 40 years! Prison Fellowship trains and inspires churches and communities inside and outside of prison to support the restoration of those affected by incarceration. We equip correctional leaders, volunteers, and incarcerated men and women to make prisons more rehabilitative places; w
Posted 7 days ago
You will be part of a collegial 15 person Investment team and gain valuable experience in endowment management. The investment staff consists of a Public Markets team and Private Markets team. Associates may work with one or both teams, depending on individual and Institute needs, though a "generalist mindset" is highly desired. Exceptional performers will have the opport
Posted 7 days ago
Reviews every folder received from the admissions counselors to assure that all required information is complete. Validates all new folders. Acts as financial case manager to all patients admitted to the hospital for collection of self pay balances. Explains insurance benefits, pre existing clauses and other information that will impact payment of hospital charges. Explai
Posted 8 days ago
Job Description What is the opportunity? As a Wealth Planning Associatewith RBC Wealth Management, you willbe part of the Wealth Planning Associate (WPA) Program. Thisis a structured 24 month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join aFinancial Advisor
Posted 8 days ago
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