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

Takes a leading role on projects, working closely with internal stakeholders to understand key business issues, structure and perform complex analyses, and influence key decisions. Synthesizes recommendations and understands their impact on the business. Constructs executive level presentations and presents complex findings in a clear, concise, and visually compelling man

Primary Work Address 4000 Jones Bridge Road, Chevy Chase, MD, 20815 Current HHMI Employees, click here to apply via your Workday account. The Howard Hughes Medical Institute (HHMI) advances the discovery and sharing of scientific knowledge to benefit us all. As a biomedical research organization and philanthropy, HHMI supports a vibrant community of academic researchers, e

Your Future Team VWG Located in Tysons Corner, VA, VWG Wealth Management delivers planning driven, custom investment solutions for high net worth individuals. Our team provides sound financial advice, with an emphasis on proactive goal setting, to ensure our clients live their lives to their fullest. Voted Best Places to Work by Washington Business Journal for 4 consecuti

The Investment Analyst will be an integral member of the Investment Office, taking on key responsibilities that span the endowment and related portfolios. The position will play an important role in conducting due diligence on new and existing investment managers across public and private equity and credit, as well as other asset classes and investment opportunities. Over

International Financial and Regulatory Compliance Intern (Master's Students) Job Location US Remote | US VA Arlington Job ID 13020 Job Location United States Category Finance/Accounting Overview Work for a first class institution that is innovative, multi dimensional, and dynamic by joining AIR as an International Financial and Regulatory Compliance Intern. We hire talent

Support strategic planning, performance metric development and analysis, management reporting, annual budgeting, monthly forecasting and financial analyses for the company. Support the planning and monthly forecasting processes for business segments. Support preparation for investor communications including quarterly earnings calls. Support preparation of materials for co

We're seeking a seasoned professional to support various financial management, accounting, budget, and audit readiness efforts for Intelligence Community (IC) Agencies. This role is also responsible for partnering with senior leaders within the Practice to manage business development, practice development, and project delivery activities. They'll be a member of the Public

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

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

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

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

Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences each person brings based on thei

Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution t