- Provide financial solutions for small businesses
- Target clients are low- and moderate-income entrepreneurs
- Must be involved the community
- Attend networking events, luncheons and conferences
- Record client data and report to appropriate parties as instructed in our customer relationship management system
- Experience in the financial services industry
- Prior management experience is required
- Strong accounting, finance and/or economic knowledge
- Experience in community development
- Passion for helping low/moderate income, diverse and other underserved entrepreneurs
-
Senior Advisory Business Systems Analyst
3 weeks ago
Frontier Technology Washington, United StatesOverview · At FTI, we are united by one common mission; supporting those that protect our nation so they can make the best-informed decisions during critical moments when seconds count. We want you to bring your passion and expertise to contribute to that essential mission. We st ...
-
Energy & Climate Senior Associate
6 days ago
Berkeley Research Group, LLC Washington, United States· Position at Berkeley Research Group, LLC · BRG Energy & Climate is seeking a consultant in our business advisory practice. Our advisory team provides strategic insights to large energy and utility companies, global governments, and industry organizations addressing the most u ...
-
Capstone LLC Washington, United StatesWe are looking for a strategy consultant to join our team in Washington, DC. Capstone is a leading advisory firm that advises institutional investors and the world's largest companies on how public policy affects strategies, companies, and markets. We are seeking an entrepreneuri ...
-
Asset Management Regulatory Associate
2 weeks ago
Jameson Legal Washington, United StatesWe are looking to speak with Asset Management Associates to join our client's global Financial Services group in Washington, DC. · You will join a team with extensive experience with the regulatory issues faced by asset managers and both registered and unregistered funds, includi ...
-
Accion Washington, United States· Vice President of Practice Area Program Management, Accion Advisory · Job ID · 2341 · Company · Accion Washington, DC · About Accion · Accion is a global nonprofit on a mission to create a fair and inclusive economy for the nearly two billion people who are failed by the glob ...
-
Proposal Coordinator
5 days ago
JG Global Advisory, LLC Washington, United StatesPosition: Proposal Coordinator · Overview: Based in the Washington, DC area, JG Global Advisory, LLC (JGGA) is a woman-owned, global company providing advisory services and integrated solutions for environmental and international security challenges. JGGA provides consulting ser ...
-
Talent Director
5 days ago
Duke Corporate Education Washington, United StatesAt Duke Corporate Education, we empower leaders at all levels to be catalysts of change in their organizations and, ultimately, in society. By designing and delivering best in class advisory, leadership development and change management programs, we accelerate business leaders an ...
-
Breakwater Strategy Washington, United StatesBreakwater Strategy, a strategic communications and capital markets advisory firm, is seeking an innovative investor communications leader to join our growing team. Breakwater advises public companies, private corporations, brands, coalitions, and non-profits on how to navigate c ...
-
Associate, Program Management
1 week ago
Accion Washington, United States· Associate, Program Management & Operations, Accion Advisory · Job ID · 2346 · Company · Accion Washington, DC · About Accion: · Accion is a global nonprofit on a mission to create a fair and inclusive economy for the nearly two billion people who are failed by the global fina ...
-
Accion Washington, United StatesAssociate - Program Management & Operations, Accion Advisory · Job ID · 2346 · Company · Accion Washington, DC · About Accion: · Accion is a global nonprofit committed to creating a financially inclusive world, with a trailblazing legacy in microfinance and fintech impact in ...
-
Program Director, Women's Business Center
2 weeks ago
Washington Area Community Investment Fund, Inc. (Wacif) Washington, United StatesPOSITION OVERVIEW · The Washington Area Community Investment Fund (Wacif) is currently seeking a full-time Program Director to lead the Capital Region Women's Business Center (WBC). Dedicated to empowering women entrepreneurs in the Washington, DC metropolitan area, the Center of ...
-
Group/Senior Manager, Supply Chain Advisory
1 week ago
Avanade Spain SL Washington, United StatesGroup Manager, Supply Chain Advisory - South Region · Country: United States · Cities: Atlanta, Birmingham, Charleston (SC), Charlotte, Dallas, Houston, Jacksonville, Miami, Nashville, Richmond, Tampa, Washington DC · Group/Senior Manager, Supply Chain Advisory Pair your adaptabl ...
-
Technical Business Analyst
2 weeks ago
ShuffleLabs Washington, United StatesGet notified about new · Summer Business Analyst · jobs in · United States . · 10,000+ · Summer Business Analyst Jobs in United States · Group 38: Business Analyst Summer Intern · Business Analyst Opportunity: Shape the Future with Data Insights · Analyst, Customer Journey ...
-
Advisory Services Consultant
1 week ago
Keystone Advisors LLC Washington, United StatesKeystone Advisors is an independent Certified Public Accounting firm providing Audit, Accounting, and Advisory Services in the areas of financial and administrative management, organizational and business improvement, program management support, budget support, financial analytic ...
-
Manager, Advisory Insights Research
4 weeks ago
KPMG Washington, United States**Business Title:** Manager, Advisory Insights Research · **Requisition Number:** · **Function:** Advisory · **Area of Interest:** · **State:** DC · **City:** Washington · **Description:** · Known for being a great place to work and build a career, KPMG provides audit, tax and a ...
-
Manager, Advisory Insights Research
2 days ago
KPMG Washington, United StatesBusiness Title: Manager, Advisory Insights Research · Requisition Number: · Function: Advisory · Area of Interest: · State: DC · City: Washington · Description: · Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organiz ...
-
Brunswick Group Washington, United StatesBrunswick Group is seeking a Director to join our rapidly growing Foundations, Education and Global Health (FEGH) Sector with experience in higher education or a related area, such as academic medical centers, multistakeholder nonprofit organizations or research institutions, in ...
-
Director of Sales
2 weeks ago
Socially Determined Washington, United StatesAbout Socially Determined · Socially Determined is a fast-growing Washington DC-based company empowering organizations in healthcare and beyond to address the Social Determinants of Health that are the practical barriers to people leading happier and healthier lives. Our custom ...
-
Financial Markets
3 weeks ago
PricewaterhouseCoopers Washington, United StatesA career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients complex acco Real Estate, Manager, Estate, ...
-
Director, Small Business Markets
3 weeks ago
Washington Area Community Investment Fund Washington, United StatesJob Description · Job DescriptionPOSITION OVERVIEW · The Washington Area Community Investment Fund (Wacif) seeks a Director of Small Business Markets (SBM). The Director, SBM knows how to work in a dynamic collaborative environment, has business acumen, financial analysis experie ...
Director, Small Business Advisory - Washington, United States - Veritas Partners
Description
Our client, a non-profit in Washington DC, is currently seeking a Director of Small Business Advisory to join their team. The incumbent will manager two relationship advisors and will service small business and entrepreneurs in the DC area.
Responsibilities
Qualifications