4 client portfolio manager jobs at 3 companies in Winchester, VA
21h
Save
Mark Applied
Hide
Account Manager - Data Center Security (Guarding)
Ashburn, Virginia, United States
$90k-$100k/yr OnsiteFull Time
5+ YOERequires 5 years managing a manned guarding business portfolio with P&L responsibility, 3 years managing physical data center security operations, strong staffing and client relationship skills, and excellent communication.
Microsoft Office, Winteam, ATS, OCR, Microsoft Office Suite, HRIS
1mo
Save
Mark Applied
Hide
Principal Wealth Advisor - Relationship Management
Reston, Virginia, United States
OnsiteFull Time
Advanced wealth planning and portfolio management expertise; ability to advise high-net-worth families and business owners, manage complex succession planning, and grow an existing client book.
1mo
Save
Mark Applied
Hide
Lead Wealth Advisor
Reston, Virginia, United States
OnsiteFull Time
Experienced advisor needed to manage client relationships, deliver comprehensive financial plans, coordinate tax and estate strategies, analyze portfolios, and guide junior advisors.
2w
Save
Mark Applied
Hide
VP & Commercial Banker - Commercial Admin Total Bank
Rockville or Reston
$155k-$180k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred; five years of related experience in credit analysis or portfolio management required. Sales experience, leadership, communication, regulatory compliance, and client development skills required.