Trusted Advisor Jobs in Washington DC
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Looking for Trusted Advisor jobs in Washington DC? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Washington DC area.
Brand Partner Specialist-Territory, Data & AI - WatsonX
Company: IBM
Location: US Washington
Posted Mar 21, 2024
IBM is seeking a Watsonx SME to lead and support Brand Partner Specialists in prospecting, qualifying, and closing new business. The role involves executing sales plays for Watsonx, delivering and tracking briefings, owning and progressing account and client relationships, and meeting or exceeding revenue targets. The ideal candidate should have a proven ability to deliver IBM's perspective on Generative AI, articulate industry-aligned narratives, and possess strong collaboration, negotiation, and communication skills. A background in Data AI and Cloud solutions is required, along with experience selling customer care, client experience, financial planning, and forecasting solutions.
Sr. AWS Data Engineer
Company: CGI
Location: Washington DC
Posted Mar 21, 2024
CGI is seeking a Sr. AWS Data Engineer with 8+ years of IT experience, 4+ years of AWS Development and Cloud Architecture, and 4+ years of Python experience. The role involves hands-on work in AWS Development and Architecture, with a focus on data engineering and cloud migration. CGI offers competitive compensation, comprehensive benefits, and a collaborative work environment. The company values diversity and equal opportunity, and is committed to providing reasonable accommodations for qualified individuals with disabilities.
NOAA Strategic Account Executive
Company: Spatial Front, Inc
Location: Washington DC
Posted Mar 21, 2024
Spatial Front is seeking a Strategic Account Executive for a hybrid role based in Bethesda, MD. The role involves overseeing operations, monitoring service delivery, and growing SFI business within NOAA. The candidate must have extensive experience in NOAA missions, strong network and relationship building skills, and a deep understanding of NOAA programs and leadership. The role requires direct support to the Chief Growth Officer and Chief Operating Officer, and the candidate must be able to engage with influencers and decision-makers. The position is full-time with a salary range of $120,000 - $200,000 annually.
Account Executive (B2B SaaS Sales)
Company: Quorum
Location: Washington DC
Posted Mar 21, 2024
Quorum, a leading provider of workflow software and information services for government affairs professionals, is seeking an Account Executive to contribute to the company's growth. The role involves persuading potential clients to choose Quorum as their public affairs software solution, focusing on corporate Enterprise customers. The company offers a comprehensive onboarding process, training, and coaching. The ideal candidate has B2B SaaS sales experience, a proven track record of meeting revenue targets, and a growth mindset. Quorum values inclusivity, diversity, and process adherence. The company offers flexible work options, competitive benefits, and a supportive work environment.
Draftsperson/Technical Drawing Analyst
Company: CGI
Location: Washington DC
Posted Mar 21, 2024
CGI Federal is seeking a Draftsperson/Technical Drawing Analyst for a full-time position in the United States, specifically in the Puget Sound area of Washington. The role involves reviewing and updating technical drawings according to military and industry standards, using CAD drafting software such as AutoCAD and Microstation. The ideal candidate should have experience with 2D and 3D CAD drafting software, familiarity with military and industry standards, excellent communication skills, and the ability to obtain a DoD SECRET security clearance. The compensation range for this role is estimated to be between $80,000 and $140,000. CGI offers a collaborative work environment, emphasizing diversity and equal opportunity.
Financial Advisor II (US) Metropole
Company: TD Bank
Location: Washington DC
Posted Mar 21, 2024
<p><strong>Company Overview<strong> <p> <p><b>Our Values<b> <p> <p>At TD were guided by our purpose to enrich the lives of our customers communities and colleagues and share a set of values that shape our culture and behaviors In exchange for how our colleagues show up to help TD succeed we are committed to delivering a colleague experience grounded in Impact Growth and a Culture of Care No matter where you work across TD we empower you to make an impact at work and in your community explore and grow your career and be part of our caring and inclusive culture <p> <p><b>Making Your Wellbeing a Priority<b> <p> <p>A caring and supportive culture that promotes colleague wellbeing is core to who we are At TD we focus on total wellbeing with extensive programs to help colleagues assess manage and improve their wellbeing across four core pillars physical financial social and mentalemotional In addition we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth Through our focus on wellbeing we know that we can help our colleagues thrive contribute to our culture of care and support better business outcomes because when colleagues feel their best theyre more likely to do their best <p> <p><b>Our Total Rewards Package<b> <p> <p>Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental wellbeing goals Total Rewards at TD includes base salary and variable compensationincentive awards eg eligibility for cash andor equity incentive awards generally through participation in an incentive plan and several other key plans such as health and wellbeing benefits savings and retirement programs paid time off including Vacation PTO Flex PTO and Holiday PTO banking benefits and discounts career development and reward and recognition <p> <p><b>How We Work<b> <p> <p>At TD we believe inperson connections fuel collaboration and collective creativity Our workplace experience empowers colleagues to do great work sidebyside at TD locations while offering flexibility to work remotely where it makes sense for the work and team Our teams work in one of three workplace models hybrid onsite and primarily remote Wherever our colleagues are working theyll always have access to the TD community to experience our culture of care <p> <p><b>Who We Are<b> <p> <p>TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branchesstores Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals As an organization we keep growing and so will you <p> <p><strong>Department Overview<strong> <p> <p>The FA II role requires previous experience selling investments and providing financial planning <p> <p>This role is at the center of the MA client services model delivering an integrated Wealth Management financial planning and Insurance offering by providing daytoday account management financial needs analysis direct sales of wealth management solutions and complex annuity and insurance solutions for clients and their businesses In so doing the FA II must focus on maximizing clients satisfaction with their overall wealth relationship maximizing profitability of the client relationship while ensuring operating within TDs risk appetite and meeting regulatory compliance standards <p> <p><strong>Job Requirements<strong> <p> <ul><li>Must be eligible for employment under regulatory standards applicable to the position<li> <ul><p><b>Education amp Experience<b> <p><ul><li> <ul><li>4year degree required or equivalent work experience<li> <li>2+ years direct experience selling investments amp providing financial planning<li> <li>7+ years of overall working experience preferred<li> <li>Series 65 required<li> <li>Life and Health insurance licenses required or ability to obtain within licensing and registration schedule<li> <li>Advanced understanding of wealth management business development techniques products services and overall industry<li> <li>Advanced understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW clients<li> <li>Consultative sales experience required<li> <li>Proven ability to establish relationships and partner effectively with other departments within TD Bank Americas Most Convenient Bank<li> <li>Ability to travel within assigned Market about 75 of time<li> <li>Drivers License required<li> <ul><li> <ul><p><strong>Job Details<strong> <p> <p><b>Depth amp Scope<b> <p><ul><li> <ul><li>Experience selling investments and providing financial plans<li> <li>Demonstrates a commitment to being customercentric by delivering legendary service during every customer interaction to maximize retention and growth<li> <li>Ensures all NEW clients receive the complete onboarding experience which includes a thorough client discovery completion of a financial needs analysis to provide goalsbased advice an introduction to the centralized client servicing team as per client need and completion of all requisite client documents<li> <li>May work with clients with more complex needs and be able to have fulsome discussions with clients as the subject matter expert<li> <li>Ensures all new amp existing clients are provided with a MA Planning Experience<li> <li>Effectively implement a process to ensure every client receives an Annual Client Review ACR meeting with an enhanced agenda focused on the clients overall wealth needs as well as proactive contacts<li> <li>Serves as the primary point of contact for TD Wealth client relationships for MA segment manages all aspects of the clients relationships with TD Bank and refers to Retail and Wealth partners amp affiliates as needed<li> <li>Implements and executes a differentiated service modelexperience for MA clients<li> <li>Meets quarterly and annual sales goals<li> <li>Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions Maximizes profitability while ensuring the client receives an exceptional client experience<li> <li>Identifies opportunities within your portfolio and network to refer business to Retail and Small BusinessCommercial Partners<li> <li>Executes in a manner that is compliant with regulations policies and procedures<li> <li>Adheres to all federal state SRO regulations and Firm policies related to all business activities eg OCC SEC State Insurance Commissioners NY Department of Financial Services etc<li> <li>Ensures all Continuing Education requirements are attained<li> <li>Responsible for understanding and adhering to TD Bank amp TD Wealth Policies and Procedures<li> <li>Responsible for implementing TDs Customer Identification Program CIP by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures<li> <li>Uncovers clients asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed<li> <li>Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team<li> <li>Provides coaching Wealth referral training amp ongoing feedback to Retail and Small Business staff<li> <li>Contributes individually as a team member and as a mentor to new FAs to ensure strong performance collaboration and enthusiasm<li> <li>Represents TD Wealth to the general public in a professional manner<li> <li>Be involved in the community and support TDBG charity and community initiatives<li> <ul><li> <ul><p><strong>Inclusiveness<strong> <p> <p><b>Our Commitment to Diversity Equity and Inclusion<b> <p> <p>At TD were committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work experience equitable opportunities and feel respected and supported Were dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve <p> <p>EOEMinoritiesFemalesVeteransIndividuals with DisabilitiesSexual OrientationGender Identity <p> <p><b>Accommodation<b> <p> <p>If you are a candidate with a disability and need accommodations to complete the application process email the TD Bank US Workplace Accommodations Program at USWAPTDOtdcom Include your full name best way to reach you and the accommodation needed to assist you with the application process <p> <p><b>How Were Helping Make an Impact in Communities<b> <p> <p>TD has a longstanding commitment to help drive progress towards a more inclusive and sustainable future Thats why we launched the TD Ready Commitment in 2018 now a multiyear North American initiative Under the TD Ready Commitment we are targeting a total of $1 billion by 2030 in community giving across four key interconnected drivers of change Financial Security Vibrant Planet Connected Communities and Better Health Its our goal to help support change nurture progress and contribute to making the world a better more inclusive place for our customers colleagues and communities <p> <p>We look forward to hearing from you<p>
Director - Accounting Advisory (Private Equity)
Company: CrossCountry Consulting
Location: Washington DC
Posted Mar 21, 2024
CrossCountry Consulting is a distinguished advisory firm that prioritizes collaboration, enthusiasm, generosity, and perseverance. They offer a wide range of advisory solutions, including accounting, risk management, technology-enabled transformation, and transactions. The firm is committed to creating a positive experience for both clients and employees, as evidenced by their numerous awards. As a Director in their Accounting Advisory Service Line, you would lead engagement teams, provide expertise in complex transactions, and offer guidance on various accounting policies. The role requires 15+ years of related experience, expertise in US GAAP and IFRS, and the ability to simplify complex accounting topics. CrossCountry Consulting is an equal opportunity employer, valuing diversity, equity, and inclusion.
Senior Momentum Developer
Company: CGI
Location: Washington DC
Posted Mar 21, 2024
CGI is seeking a Momentum Developer with 7-12 years of experience in software development, preferably with a background in computer science or a related field. The role involves developing and maintaining applications, troubleshooting defects, and working in a high-performing agile team. The ideal candidate should have experience with Java, C++, Visual Studio, and strong analytical skills. Desired skills include Agile methodology, Momentum Financials, Angular, HTML, JavaScript, JQuery, Bootstrap, GIT, JIRA, ERP software, Spring, API, SOAP/REST, and Oracle SQL. CGI offers a competitive salary range of $84,000-$161,600 and a collaborative work culture that values diversity and inclusion.
Global Director of Customer Support (Remote)
Company: M3USA
Location: Washington DC
Posted Mar 21, 2024
<p><b>Company Description<b> <p><p>M3 is the global leader in digital solutions in healthcare We work with a range of sectors including healthcare life sciences pharmaceuticals biotechnology and charities services provided to these sectors include market research medical education programs promotional programs clinical development job recruitment and clinic appointment services M3 has grown by more than 20 yearonyear for the past 15 years achieving over 1 billion dollars in revenue annually<p> <p>Founded in 2000 with startup investment capital from Sony M3s mission is to make use of the internet to increase as much as possible the number of people who can live longer and healthier lives and to reduce as much as possible the amount of unnecessary medical costs Key achievements of M3 Inc include<p> <ul><li>Named in Fortunes 2020 Future 50 list ahead of Facebook and Amazon<li> <li>Ranked in Forbes 2020 Global 2000 list of the worlds largest public companies<li> <li>M3 is the only company incorporated after the year 2000 to be included in the Nikkei 225 Index<li> <li>Listed in Forbes Asias 200 Best Over a Billion in 2019<li> <li>In 2020 M3 founded the M3 Stop COVID19 Fund and pledged one billion yen to support COVID19 related initiatives<li> <ul><p>M3s legacy lies in the power of trusted physician platforms Around the world M3 organizations leverage these highly engaged digital communities to deliver medical education job placement and market research to improve global patient outcomes<p> <p>Due to our continued growth we are hiring for a <strong>Global Director of Customer Support with M3 Global Research<strong><p> <p><b>Job Description<b> <p><p>The Global Director of Customer Support is a seasoned and dynamic professional with a proven track record of global leadership in managing offshore support teams In this pivotal role you will guarantee an efficient customer support experience for our valued respondents globally Leveraging expertise in automation and the implementation of streamlined processes the Global Director of Customer Support will be at the forefront of delivering unparalleled service excellence across diverse markets<p> <p><strong>Duties and Responsibilities<strong><p> <ol><li><strong>Leadership and Team Management<strong> <ul><li>Lead and manage a global offshore customer service team fostering a collaborative highperformance culture<li> <li>Develop and implement strategies to optimize team productivity efficiency and effectiveness<li> <li>Provide mentorship and guidance to team members promoting continuous learning and professional development<li> <ul><li> <li><strong>Customer Support Operations<strong> <ul><li>Oversee the daytoday operations of the customer support function ensuring timely and effective resolution of respondent inquiries and issues<li> <li>Utilize Zendesk or similar platforms to manage ticket support efficiently and drive continuous improvement in support processes<li> <li>Establish key performance indicators KPIs and regularly assess team performance against benchmarks<li> <ul><li> <li><strong>CrossCultural Communication<strong> <ul><li>Navigate and bridge communication gaps across multiple languages ensuring consistent and highquality customer support globally<li> <li>Work closely with regional teams to understand local respondent needs and tailor support strategies accordingly<li> <ul><li> <li><strong>Automation Integration<strong> <ul><li>Develop and implement automation strategies to enhance customer support efficiency<li> <li>Collaborate with technology teams to integrate automation tools seamlessly into the customer support workflow<li> <ul><li> <li><strong>Customer Team Culture<strong> <ul><li>Develop and promote a customercentric culture within the support team emphasizing empathy and a proactive approach to customer satisfaction<li> <li>Implement training programs to enhance team members customer service skills and product knowledge<li> <ul><li> <ol><p><b>Qualifications<b> <p><ul><li>Bachelors degree in business administration marketing or a related field advanced degree preferred<li> <li>Proven experience minimum seven years in leading a global offshore customer service team in a similar industry focusing on market research panels or healthcare<li> <li>Indepth knowledge of Zendesk or comparable customer support platforms<li> <li>Demonstrated success in implementing and managing automation solutions for customer support<li> <li>Strong crosscultural communication skills with the ability to work effectively with diverse teams and customers<li> <li>Excellent leadership and people management skills<li> <li>Strategic thinking and problemsolving abilities<li> <ul><p><b>Additional Information<b> <p><p><strong>Benefits<strong><p> <p>A career opportunity with M3USA offers competitive wages and benefits such as<p> <ul><li>Health and Dental<li> <li>Life Accident and Disability Insurance<li> <li>Prescription Plan<li> <li>Flexible Spending Account<li> <li>401k Plan and Match<li> <li>Paid Holidays and Vacation<li> <li>Sick Days and Personal Day<li> <ul><p>M3 reserves the right to change this job description to meet the business needs of the organization<p> <p><strong>LIJM1<strong><p> <p><strong>LIREMOTE<strong><p>
Mail and Fulfilment Associate
Company: Ally Financial
Location: Washington DC
Posted Mar 21, 2024
Ally Financial is seeking a Mail and Fulfillment Associate for a full-time position in Fort Washington, Pennsylvania. The role involves processing incoming correspondence, ensuring compliance with regulations, and fulfilling customer needs. The ideal candidate should have experience in back-office banking, customer service, and basic computer skills. Ally offers competitive compensation, benefits, and opportunities for professional growth. The company is committed to diversity and inclusion.
DoD Program Analyst
Company: Cathexis
Location: Washington DC
Posted Mar 21, 2024
Team CATHEXIS is a government contracting firm that prides itself on rapid response, deep skill, and thoughtful problem-solving. They offer top-tier program and project management, data analytics, and audit services. The company values respect, integrity, teamwork, and excellence. They are seeking a dynamic Program Analyst to join their team in Arlington, VA. The role involves attending project meetings, communicating with technical and data developers, translating complex data into clear language, managing multiple projects, and advocating for the customer's best interests. The ideal candidate will have an active Secret Clearance, a Bachelor's degree, relevant work experience, and familiarity with the DoD's organization and business operations.
Senior AWS Engineer
Company: Breakforth Solutions, Inc.
Location: Washington DC
Posted Mar 21, 2024
BreakForth Solutions is hiring a Senior AWS Engineer to support Federal customers. The ideal candidate will have extensive experience with AWS services and DevOps methodologies. They will design, develop, and maintain highly available, scalable, and secure solutions. The role involves managing cloud resources, automating processes, and collaborating with the ISSO to develop Authorization to Operate (ATO) for service offerings. The candidate should have a Bachelor's degree in computer science, 8+ years of AWS experience, and be proficient in tools like Okta, Splunk, Terraform, Ansible, and CloudWatch.