We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.<br><br>Responsibilities:<br>• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.<br>• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.<br>• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.<br>• Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios.<br>• Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts.<br>• Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates.<br>• Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
We are looking for a proactive Marketing and Business Development Coordinator to support the firm’s visibility, client outreach, and growth initiatives in Washington, District of Columbia. This role blends digital marketing, content development, event promotion, and business development support, working closely with attorneys and firm leadership. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple marketing priorities while maintaining a detail-oriented and effective presence.<br><br>Responsibilities:<br>• Oversee ongoing updates to the firm’s website by collaborating with attorneys and internal stakeholders to develop accurate, engaging content.<br>• Manage the firm’s social media channels, coordinate contributions from attorneys, and help maintain a consistent online brand presence.<br>• Track web traffic and digital engagement metrics, prepare monthly performance summaries, and recommend ways to strengthen online visibility.<br>• Create, revise, and maintain marketing collateral for the firm, individual attorneys, and practice areas to ensure materials remain current and effective.<br>• Support the drafting and distribution of client alerts, firm announcements, and news related to case results, publications, speaking engagements, and new attorney arrivals.<br>• Coordinate promotional efforts for receptions, webinars, and speaking events, partnering with attorneys to increase awareness and attendance.<br>• Assist with submissions for legal directories, rankings, and related recognition programs by gathering information and preparing application materials.<br>• Contribute to the development of pitch documents and other business development resources used in client pursuit efforts.<br>• Serve as a point of contact with the firm’s external marketing consultant and help advance broader marketing and growth strategies set by firm leadership.
<p>We are seeking a hands-on <strong>Digital Marketing Specialist </strong>to provide immediate support across a variety of digital marketing initiatives. This is an excellent opportunity for an experienced marketing professional who can balance strategic thinking with day-to-day execution, particularly within <strong>Salesforce Marketing Cloud (SFMC)</strong>. The ideal candidate is a well-rounded digital marketer with strong CRM and campaign management experience, a solid understanding of digital marketing strategy, and the ability to jump in quickly to support an active marketing team.</p><p><br></p><p>Key Responsibilities</p><ul><li>Execute and optimize CRM and email marketing campaigns using <strong>Salesforce Marketing Cloud</strong></li><li>Support digital marketing initiatives across multiple channels, including email, social media, web, and paid campaigns</li><li>Develop and implement marketing campaigns aligned with broader business objectives</li><li>Contribute strategic recommendations and insights to improve campaign performance and audience engagement</li><li>Assist with social media marketing efforts, including organic and paid social campaigns</li><li>Collaborate with internal stakeholders to support SEO and website content initiatives</li><li>Manage and update content within CMS platforms as needed</li><li>Design and create marketing assets using Canva and other design tools</li><li>Analyze campaign performance and make data-driven recommendations for optimization</li><li>Work closely with internal marketing team members while supporting ongoing marketing priorities</li></ul><p><br></p>