Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in McLean, VA
View more jobs in Virginia

Job Details

Wealth Management Relationship Manager

Company name
Sandy Spring Bank

5 yrs required

McLean, VA, United States

Employment Type


Posted on
Jul 03,2019

Valid Through
Oct 16,2019

Apply for this job


Wealth Management Relationship Manager

The candidate: Meets with prospects to explain company services. Prepares and delivers proposals to prospective clients. Maintains prospect tracking system and participates and supports development of the WFS marketing program. Assists in the development of company short and long-term investment policies and strategies based on management investment philosophy and client investment objectives. Keeps informed of developments in the security markets. Participates in Investment Committee meetings and decisions as well as contributes to Daily Strategy meetings. Provides routine coaching, training and assistance to staff to develop knowledge, skills and abilities to maximize performance and potential. Assists in performance reviews and with SEC compliance reporting requirements, as directed. Requires excellent analytical ability and problem solving skills, good judgment, and personal integrity. A bachelor’s degree or higher in finance or related field, a CFP®,CFA, CPA, or JD designation and a thorough knowledge of stocks, mutual funds, U.S. Treasuries, agencies and municipal bonds is desired. Must have 5+ years work related experience is required, including experience in financial planning principles, equity and fixed income investments. Requires extensive internal and external contacts at all levels involving a high degree of diplomacy, tact, judgment, timing and persuasion. Self-starter with strong organizational skills.

Company info

Sandy Spring Bank
2010 Corporate Ridge Rd Suite 530
Mc Lean
United States 22102
Website :

Similar Jobs:
Financial Education Practice - Senior Associate The candidate will assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Will assist in th...
Personal Financial Services Tax - Seasonal Senior Associate The candidate will assist in the management of several clients, while reporting to Managers and above. Will train and lead staff. Establish effective working relationshi...
Tax Services Manager - FSO - Fiduciary Trust Tax Services The candidate will serve as a trusted advisor and role model for people across multiple teams, research tax law issues, provide advice and assistance to help clients under...
The number of jobs listed on EmploymentCrossing is great. I appreciate the efforts that are taken to ensure the accuracy and validity of all jobs.
Richard S - Baltimore, MD
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2019 EmploymentCrossing - All rights reserved. 168 192