Wealth Management Specialist jobs in District of Columbia

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Engine Management Specialist
  • Metrea Management LLC
  • Washington, DC FULL_TIME
  • Company Overview
    Metrea is a defense company dedicated to translating commercial innovation into solutions for the hardest problems in national security. With deep mission expertise, Metrea focuses on delivering effects as-a-service across a spectrum of domains including Air, Space, Electromagnetic & Cyber, and Simulation. Metrea Management provides central services to 12 global business units via Operations, Solutions, Strategy, Legal, and Finance teams.


    Position Summary
    The Metrea Aircraft Engine Specialist is a key member of our senior technical team supporting our business units, customers and key stakeholders in relation to the management and optimization of our aircraft engines. The role is for a highly experienced aircraft engine professional who is seeking a role filled with opportunity challenge and growth,
    Essential Functions Statements
    • Provide leadership and oversight of business unit aircraft engine maintenance and overhaul planning and scheduling
    • Lead contract negotiations with major engine MRO vendors for all contracts and orders
    • Execute and coordinate Engine maintenance and repair work scope monitoring and follow-up with vendors on task status and turnaround times
    • Build and maintain strong relationships with Business Unit aircraft maintenance teammates across the Enterprise
    • Build and maintain strong relationships with engine OEM’s, MRO’s and suppliers aligning with Metrea operational needs .
    • Lead and assist each Business Unit with a view to optimal engine performance and life cycle, maximizing reliability and availability of engines and integrating industry best practice engine maintenance solutions and procedures to ensure optimal engine performance and life cycle.
    • Determine engine asset standardizations and specifications to optimize across enterprise value
    • Determine and continually review engine asset inventory in order to maintain the highest level of reliability to our customers and stakeholders
    • Meet and exceed Industry best proactive for engine service life, reliability and availability,
    • Develop strategic plans for professional development of business unit engine management team mates to ensure ongoing knowledge advancement of aircraft engine issues, solutions and operating standards
    • Conduct audits of suppliers and monitor findings
    • Conduct audits of business unit maintenance organizations (internal and external) to ensure industry best practice and regulatory compliance levels are met, maintained and exceeded
    • Coordinate commercial efforts to rationalize assets as required
    • Manage and maximize opportunities for warranty coverage
    • Manage and maximize Enterprise and business unit purchasing discounts


    Competency Statements
    • 7-10 years of aircraft engine maintenance, repair and overhaul experience and/or 3-5 years of engine maintenance management leadership
    • Existing vendor relationships with engine OEM’s and MROs
    • Able to read and understand technical publication relating to engines, interpret engine performance data, maintenance manuals, and illustrated parts catalogs
    • Degree in Engineering, Aviation, Management, Science or similar field of expertise
    • Experience with leading the oversight of repair and overhaul of engines (CFM-56, PT6, CF34, or PW123) and major components
    Supervisory Responsibility
    This role has no supervisory responsibilities initially but can grow into a more mature organization

    Work Environment

    This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
    Physical Demands
    This is a largely sedentary role; however, some physical abilities may be required.

    Position Type and Expected Hours of Work
    This is a full-time position with typical working hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Hours and work shifts may change in accordance with department and business needs. Exempt Employees must have the ability to be on-call and available, as business needs require. Non-Exempt employees may be required to work over 40 hours per week with approval from the department manager.

    Facility Location:

    Metrea Management – HYBRID role with office locations in

    Tampa, FL

    Oklahoma City, OK,

    Temecula CA,

    with outside of US Travel


    Travel

    Travel requirements are: >75%[TD1]

    Applicants must hold a valid passport without restrictions for travel

    Applicants must be elidable for visas in all countries required

    Required Education, Experience and Certificates
    EASA B1 B2 Aircraft Engineer license; and /or

    FAA A&P license

    Engine ratings on PT6, PW100, CFMI series engines as minimum

    Additional Eligibility Qualifications
    Must be able to accomplish all duties with little or no assistance.
    Must have good command of the English language; oral and written.

    AAP/EEO Statement
    Metrea Management LLC (MAM) is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

    Reasonable Accommodations Statement
    To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    Other Duties
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

  • 1 Month Ago

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J.P. Morgan Wealth Management – Private Client Advisor - Washington, DC
  • JPMC Candidate Experience page
  • Washington, DC FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 25 Days Ago

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J.P. Morgan Wealth Management – Private Client Advisor - Washington, DC
  • JPMorgan Chase
  • Washington, DC FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 29 Days Ago

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Contracts Management Support Specialist - Clearance Required
  • Logistics Management Institute
  • Washington, DC OTHER
  • Overview LMI is seeking a Business Operations Professional with Contracts Management experience to support the Defense Information Systems Agency (DISA) J9 Hosting and Compute (HaC). This professional...
  • 12 Days Ago

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Management Specialist
  • US Smithsonian Institution
  • Washington, DC FULL_TIME
  • Duties The incumbent fulfills the role of confidential assistant/liaison for the Deputy Director, supporting the operational functions of the office. The incumbent supports and advises the Deputy Dire...
  • 3 Days Ago

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Community Forestry and Natural Resource Management Specialist
  • Management & Engineering Technologies International, Inc.
  • Washington, DC FULL_TIME
  • Management and Engineering Technologies International Inc., in support of the U.S. Forest Service (USFS), as a part of the U.S. Agency for International Development’s Central Africa Regional Program f...
  • 23 Days Ago

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/25/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 4/25/2024 12:00:00 AM

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Private Wealth Management Specialist
  • First Recruiting Llc
  • Chicago, IL
  • The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
  • 4/25/2024 12:00:00 AM

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Senior Wealth Manager
  • LourdMurray
  • Westwood, CA
  • The Senior Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealt...
  • 4/25/2024 12:00:00 AM

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Trust and Wealth Specialist / Administrative Assistant
  • Citizens Bank & Trust
  • Lakeland, FL
  • Job Description Job Description Citizens Bank & Trust POSITION DESCRIPTION POSITION TITLE Trust and Wealth Specialist RA...
  • 4/24/2024 12:00:00 AM

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Auto Insurance Advisor
  • Hub International
  • Chicago, IL
  • Ignite your potential. Impact what matters.Hi, were HUB a network of doers with diverse stories and a shared goal to sup...
  • 4/24/2024 12:00:00 AM

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Business Development Officer
  • Canadian Imperial Bank of Commerce
  • Houston, TX
  • We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are ded...
  • 4/23/2024 12:00:00 AM

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Private Wealth Management Specialist
  • First Recruiting, LLC
  • Chicago, IL
  • The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
  • 4/22/2024 12:00:00 AM

Washington, D.C. is located in the mid-Atlantic region of the U.S. East Coast. Due to the District of Columbia retrocession, the city has a total area of 68.34 square miles (177.0 km2), of which 61.05 square miles (158.1 km2) is land and 7.29 square miles (18.9 km2) (10.67%) is water. The District is bordered by Montgomery County, Maryland to the northwest; Prince George's County, Maryland to the east; Arlington County, Virginia to the south; and Alexandria, Virginia to the west. The south bank of the Potomac River forms the District's border with Virginia and has two major tributaries: the An...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$82,972 to $132,529

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019