21 wealth strategies advisor jobs found

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description In this compelling leadership position, the Director, Procurement Center of Excellence (COE) will partner closely with Procurement leadership, Finance, Risk, Legal, HR, Technology, and business stakeholders to enhance procurement capabilities, improve operational effectiveness, and elevate Procurement’s role as a strategic advisor to the enterprise. This position is ideal for a leader who is passionate about building scalable solutions, leveraging data to drive decisions, and creating a continuous improvement culture. This job can be based in our Reston, VA, Washington, DC, or Plano, TX office. THE IMPACT YOU WILL MAKE The...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description THE IMPACT YOU WILL MAKE    The Windows Engineering Manager is responsible for leading the engineering, delivery, and operational support of the enterprise Windows endpoint platform. This role provides technical and people leadership for a team of engineers responsible for the design, deployment, management, security, and lifecycle of end-user computing services across the organization. The Manager drives the execution of the enterprise end-user computing strategy, ensuring Windows platforms remain secure, compliant, reliable, and aligned with business objectives. This role oversees engineering standards, operational processes, platform...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued contributor to our team, you will advise team members on processes and procedures for assessing the potential application of enterprise technology products or services and offer solutions that meet customer needs. Additionally, you will be responsible for planning, managing, or coordinating operational activities for the team with the help of executives and staff managers. As a Sales Engineer Advisor for the Market Engagement Technology Team, you will work with considerable latitude and autonomy in driving forward Fannie Mae’s strategy and execution. In this role, you will serve as a key liaison between Single-Family Market...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Manager - Strategic Learning & Knowledge Consultant (Hybrid) Capital One’s Card Shared Services: Learning & Knowledge (L&K) team ensures that customer service agents and their leaders have the knowledge and skills to solve problems and enable brand defining experiences for millions of customers. We’re a team of learning, knowledge, technology, and data experts who are passionate about enabling agent performance through innovative skill development and content solutions. To transform the learning and knowledge experience, maximize our impact, and enable data-driven, tech-centric learning in the flow of work, we are seeking a Learning & Knowledge Consultant.    Our optimal candidate  can seamlessly translate strategic business objectives and intent into impactful  learning and knowledge solutions and learner centered experiences. Whether your background is in business, program/product management, or learning strategy, your ability to build alignment and drive...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued contributor to our team, you will design, produce, test, or implement software, technology, or processes across multiple projects, programs, or products, as well as create and maintain IT architecture, large scale data stores, and cloud-based systems. THE IMPACT YOU WILL MAKE   The Advisor Software Engineer (AI/ML) role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:   Determine the needs of the customer groups across multiple projects, programs, or products while identifying and resolving conflicting or complementary...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our Corporate Procurement team, you will lead and execute sourcing and contracting activities for software, SaaS, cloud-based applications, enterprise licenses, subscription renewals, and related technology services. In this role, you will partner with internal and stakeholders to define sourcing strategies, manage RFx events, negotiate supplier agreements, and support contract execution in accordance with Fannie Mae's strategic sourcing process. This role is focused on delivering value, reducing risk, and improving commercial outcomes across the software and SaaS supplier portfolio while supporting timely,...

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued leader on our Corporate Procurement Team, you will manage the team in developing the overall strategy for data, hardware and infrastructure categories and identifying potential sourcing and demand management opportunities. In this role, you will lead sourcing plan development and execution while collaborating with business stakeholders to drive optimal value for purchased goods and services. This role will ensure that purchasing processes are conducted in a manner consistent with corporate standards and internal control requirements. Reporting to this role will be two to three Category Managers / Advisors. THE IMPACT YOU WILL...

Senior Manager, HR Business Partner- Customer Channels   Are you interested in joining a team of best-in-class HR consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership.If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One...

Compliance Tester III The Principal Compliance Tester III performs a key second line of defense role to help ensure corporate initiatives, departmental processes, and applicable lines of business comply with enterprise regulatory requirements. Working under the guidance of a team leader, the Principal Tester III will execute complex, risk-based compliance transaction testing. The primary purpose of this role is to independently validate business line adherence to both Anti-Money Laundering (AML) laws and consumer regulations—including but not limited to the BSA, USA PATRIOT Act, PCMLTFA, and Regulations CC, D, DD, E, and FCRA. In this role, you will collaborate with an experienced and diverse group of Compliance professionals to provide independent testing against Capital One’s risk management framework. You will leverage your deep regulatory knowledge to drive testing innovations, improve data sourcing, and ensure business practices safeguard the enterprise. Key...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Manager, Cyber Risk & Analysis Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity, reliability, software quality, and data management.  This role sits at the intersection of cybersecurity and privacy in support of the Governance Risk and Compliance International Risk team. The individual will ensure alignment between global regulatory expectations and implemented security controls to support recent mergers and acquisitions. Success hinges on your ability to work independently, navigate ambiguity ("gray areas"), and build enterprise-wide rapport. You will act as a trusted advisor, using your technical expertise to provide sound, experience-based...

Manager, Executive Recruiting, Research & Talent Insights Capital One’s Executive Recruiting team is a premier in-house search team. We partner directly with our senior leadership to identify, cultivate, and land the transformative executive talent that will accelerate our mission to Change Banking for Good. As a Manager of Research & Talent Insights, you are the strategic engine of our search process. You won't just source names, you will architect the map of the competitive landscape. This is a highly visible Individual Contributor (IC) role designed for a sophisticated researcher who blends strong presentation skills and deep investigative rigor with the ability to translate complex market data into actionable executive hiring strategies. The Role Successful Researchers at Capital One are both curious detectives and true talent advisors. You will be responsible from initial market segmentation and exhaustive talent mapping to the strategic engagement of...