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Compliance Officer - Advertising Review Edelman Financial Services - Fairfax, VA Apr 17, 2017 - Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking aCompliance Officer -... more » Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking aCompliance Officer - Advertising Review to join our Compliance team in our Fairfax, VA location. As part of the Regulatory Compliance Team, the Compliance Officer - Advertising provides compliance advertising review services and support to Edelman Financial Services and its affiliated broker/dealer. Responsibilities:Reviews and approves advertising and other communications with the public pursuant to Investment Adviser and Broker/Dealer regulatory rules and regulationsReviews and approves radio and television programsCommunicates effectively regarding the review, and/or approval of seminars, websites, website pages, promotional materials, press releases, educational materials, webinars, articles, and social media, client communications, client facing analysis, RFP’s, newsletter, and initiativesConducts regulatory research as assignedAssists with preparation of regulatory filings and revisionsRequirements:Bachelor's degree (preferably in a finance related field) or equivalent industry related experience requiredFINRA Series 7, 24, and 65 (or 66) required, or must be obtained within 6 months from start of employmentMinimum of 2-5 years financial services industry experience specifically in a broker/dealer or registered investment advisorPrior advertising review experience strongly preferredAdvanced knowledge of FINRA Rules, SEC Rules, and applicable state laws with emphasis on advertising rulesStrong organizational skillsSolid written and oral communication skillsAbility to multi-task and adapt to shifting prioritiesProficient in Microsoft Word, Excel, and OutlookProficient in internet research navigationExcellent interpersonal skills, as necessary to work effectively with staff at all levelsMust be comfortable independently evaluating a situation, exercising judgment, and independently making a decisionThe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyPosition requires high level of responsibility regarding confidential information; must maintain confidentiality at all timesFor more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.If you are interested in an exciting career with Edelman Financial Services, apply to this job posting at:https://recruiting.ultipro.com/EDE1002/JobBoard/708241d9-69c9-37b2-a37b-23266402fe6c/OpportunityDetail?opportunityId=e87b659c-6005-472d-b451-e40f9590b436. Financial Manager Leidos - Reston Apr 01, 2017 - Description:Leidos is hiring a Financial Manager to provide financial leadership to Department of Energy to support a complex set of seat... more » Description:Leidos is hiring a Financial Manager to provide financial leadership to Department of Energy to support a complex set of seat management and enterprise IT services. This role will serve as direct interface with multiple DOE customers. Position requirements include, but are not limited tosupporting the following job functions: indirect rate management, facilities management, updates to the monthly financial forecasts and sales outlooks, support of pricing efforts for on-contract estimates as well as new business efforts from a strategy perspective as required. The contract is a mixture of product and service accounting accompanied by project assets. Knowledge of accounting treatment of project assets and Fixed Unit Rate (FUR), seat management experience is required. Pricing experience a must for this position which will establish the pricing strategy for the portfolio going forward. Responsible for internal corporate reviews, EACs, CSR, IPR, and QFRs. Qualifications:Requirements: A Bachelor's degree and 10 years of relevant experience with at least 5 years of financial management of a large Enterprise IT Service Delivery program Current DOE Q or L Clearance or equivalent (DOD Secret) with ability to obtain an Agency specific clearance within 6 months (if not DOE) Experience providing financial management for a large federal IDIQ contract Proven financial management experience across multiple contract types: FFP, T&M, and LH Proven experience and interaction with senior level customers (SES and above) Proven financial management of IT seat management or managed services contracts Proven experience establishing and managing pricing for IT seat management or managed services contracts PMP Certified (desired) Leidos Overview:Leidos is a global science and technology solutions leader working to solve the world's toughest challenges in the defense, intelligence, homeland security, civil, and health markets. The company's 33,000 employees support vital missions for government and commercial customers. Headquartered in Reston, Virginia, Leidos reported pro forma annual revenues of approximately $10 billion for the fiscal year ended January 1, 2016 after giving effect to the recently completed combination of Leidos with Lockheed Martin's Information Systems & Global Solutions business (IS&GS). For more information, visit . The company's diverse employees support vital missions for government and commercial customers. Qualified women, minorities, individuals with disabilities and protected veterans are encouraged to apply. Leidos is an Equal Opportunity Employer. Billing Specialist Edelman Financial Services - Fairfax, VA Apr 16, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking aBilling Specialist for... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking aBilling Specialist for our Fairfax, VA location. The Billing Specialist oversees and administers the collection of quarterly management fees and maintains systems to ensure fees are collected on time, in their entirety, and accurately. Responsibilities:Coordinate with vendors and custodians to facilitate the processing and collection of quarter-end/mid-quarter feesDevelop systems to verify data integrity and eliminate billing errorsPerform reconciliations to confirm complete collection of feesCreate annual management fee reports to distribute to clientsEvaluate portfolio management software and custodial interfaces to ensure that systems meet our business needsTrain staff on aspects of billing from client, planning team, and back office perspectivesMaintain thorough documentation on all items related to fee calculations and changes to bill settings on client householdsAssist with daily staff requests/inquiries Requirements:A bachelor’s degree in finance or accounting preferred, or equivalent industry experience4+ years of collections experience required having calculated and maintained fee schedules and payouts, along with proven ability to execute the invoicing, processing, collection, and confirmation of feesProven experience in an invoicing and billing environmentBrokerage or RIA related experience preferredMust possess knowledge of Microsoft Office software and be highly advanced in Excel and Access, experience with SharePoint and Microsoft Dynamics a plusMust be highly detail-orientedMust be able to manage deadlines, prioritize workload, and maintain composure in a fast-paced work environmentAptitude for mathematics and can produce formulas to calculate fees and account valuations given variable client portfolios and fee structuresStrong interpersonal skills required and can clearly articulate billing concepts to staff members with various areas of expertiseAbility to understand and easily transition between macro-level concepts and micro level detailFor more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.If you are interested in an exciting career with Edelman Financial, please apply to this posting directly at: https://recruiting.ultipro.com/EDE1002/JobBoard/708241d9-69c9-37b2-a37b-23266402fe6c/OpportunityDetail?opportunityId=4ef644e7-3e56-4ec5-8c19-324defa45c62 Client Service Administrative Assistant Edelman Financial Services - Fairfax, VA Apr 16, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledClient Service... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledClient Service Administrative Assistant for our Fairfax, VA location. This position provides floating administrative support to one or more Financial Planning teams, as well as Ric-E Trust, and acts as a liaison between clients and internal contacts at all levels of the organization. This individual will also provide general office support with a variety of clerical activities and related tasks. Requirements:Assist and administratively support Planning team or teams with client/paperwork issues to include preparing/processing paperwork and processing checksReview Ric-E Trust and insurance forms for accuracy prior to processingProvide excellent service and maintain client satisfactionAssist with follow-up on all checks and paperwork processed ensuring accounts are opened and funded in a timely mannerAssist with general mailing and scanning proceduresAssist with the pick-up and delivery of express mail services (USPS, UPS, etc.)Serve as back-up to the planning team when needed, which includes: answering all incoming calls for Planners, route calls to the appropriate employee, and distribute messages as appropriateAttend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand and set-up/tear down is complete Assist with any company project or activity and attend functions as requiredOther administrative duties as required and assignedResponsibilities:Bachelor's degree in business or finance preferred, or equivalent industry experienceMinimum 2-3 years financial services industry experience, preferably in a broker/dealer or registered investment advisor environmentExcellent communication and interpersonal skillsProficient with Microsoft Windows and OfficeDependable/punctualAttention to detailExcellent organizational skillsAbility to multi-taskAdaptability— the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected eventsAbility to work in a team environment is essentialAbility to work independently on assigned tasks, as well as to accept direction on given assignmentsFor more information:www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.If you are interested in an exciting career with Edelman Financial Services, apply to this job posting at:https://recruiting.ultipro.com/EDE1002/JobBoard/708241d9-69c9-37b2-a37b-23266402fe6c/OpportunityDetail?opportunityId=7307aac5-0547-4cef-beb5-da9a0b886198. Chief Compliance Officer Edelman Financial Services - Fairfax, VA Apr 16, 2017 - Edelman Financial Services is seeking an experiencedChief Compliance Officer (CCO) for our HQ in Fairfax, VA. The Chief Compliance... more » Edelman Financial Services is seeking an experiencedChief Compliance Officer (CCO) for our HQ in Fairfax, VA. The Chief Compliance Officer is responsible for the leadership and management of all compliance functions for Edelman Financial Services, LLC, a registered investment advisor (“RIA”) and EF Legacy Securities, LLC, a registered broker dealer (“B/D”) and licensed insurance agency (together, the“Company”). This is a highly engaged position working with a variety of stakeholders in the business. Leveraging superior subject matter expertise and highly developed communication skills, this role enables the Company and its people to deliver best-in-class services to its clients. The Chief Compliance Officer will be responsible for compliance analysis, programs, initiatives, guidelines and procedures for the entire firm, designed and implemented in a manner that supports the Company’s business objectives and goals. ESSENTIAL DUTIES& RESPONSIBILITIES:Key responsibilities include: leading and managing the Company’s Compliance Department; continually improving-upon and monitoring the Company’s compliance program to ensure appropriate compliance practices and procedures are in place across our RIA, B/D and insurance businesses; preparing for and responding to regulatory inquires and audits; proactively keeping abreast of regulatory developments and updating polices and procedures; ensuring that all business activities and registered personnel meet requirements of state and federal legal and regulatory agencies; and serving as a key leader in the Company. Executive Role In concert with other leaders, shape and reinforce a culture of compliance in support of the mission and values of the Company.Coordinate with the Legal Department regarding the identification and analysis of relevant newly enacted laws and regulations, SEC and other industry positions and court decisions.Assist with the preparation of annual departmental budgets and monthly business reviews, periodically analyze expense summaries and variances and compare to budgeted forecasts. Participate in the strategic and management planning activities of the organization. Participate within the senior management team in discussion of critical business management issues. Compliance Department Leadership Provide leadership and guidance to all staff within the Company’s Compliance Department in a way that will promote efficiency, creative thinking and teamwork, while balancing business concerns and regulatory requirements. Report regularly to key management and the Board of Directors on all compliance-related matters. Prepare and present annual compliance testing and remediation report to senior management as may be required by the Investment Advisers Act of 1940 (“the Advisers Act”). Report test results to senior management and the Board of Directors as appropriate. Provide general leadership and enterprise support for all areas within the Company by participating in committees (e.g., Risk Committee; Conflicts Committee), task forces, product reviews and other compliance activities. Serve as a knowledge resource for all business lines. Ensure there is the appropriate level of compliance-related regulatory oversight of the day-to-day operational, sales, and marketing activities of the RIA and B/D businesses. Compliance Operations and Communication Oversee the management of all compliance issues, including: regulatory compliance; quality control; continuing education/tracking; and privacy. Oversee the regulatory supervision of the Company. Modify (as necessary) and maintain the Company’s compliance program to prevent, detect, and correct violations of securities laws and regulatory guidance, including but not limited to SEC, FINRA, federal and state regulations, the Advisers Act and other statutes, pronouncements and guidance, as applicable. Manage the review and approval program for Company advertising (e.g., sales literature, marketing materials, radio program content, seminar presentations, newsletters, awards applications and questionnaires, database content and other communications). File appropriate advertising materials with FINRA as necessary. Work with management and operational departments to develop, update, maintain and monitor policies and procedures to ensure that the Company is in compliance with applicable laws and regulatory guidance. Ensure the appropriate safeguards are in place to prevent, detect, and make corrections to any compliance failures. Create protocols for, and carry out reviews (not less than annually) of, policies and procedures to determine effectiveness of compliance procedures. Develop and lead employee training sessions on internal compliance policies and regulatory compliance issues. Foster a culture of compliance. Conduct an enterprise-wide monitoring and testing program covering identified compliance risks. Monitor activities for errors, violations or risks, and take corrective action if necessary. Serve as the head of the Company’s Anti-Money Laundering (“AML”) program with full responsibility for ensuring compliance with AML Rules and Regulations. Conduct Code of Ethics monitoring and oversight, as may be required by the Advisers Act. Manage the preparation and review process for the preparation of Form ADV (annually and for each required update). Regularly update performance disclosures and assist with annual performance audit. Develop and oversee regulatorily-required Continuing Education programs. Maintain records of policy changes, violations and other compliance required records. Work with the Operations team to address trading issues (e.g., errors, pricing, allocation, best execution, etc.) as needed. Risk Serve as a key leader in the Compnany’s risk management effort through committee / workgroup participation and through thoughtful, analytical, and consistent evaluation of the business risks facing the firm. Conduct risk assessments and manage the compliance monitoring and testing program for EMAP and advisors in accordance with regulatory expectations and best practices. Promote a risk-conscious environment while working with line management to achieve business goals, and prevent, detect and respond to violations of rules, regulations, or procedures. Regulatory Leadership Participate in, and respond to, various SEC, FINRA and state insurance department inquiries, including SEC and FINRA examinations and FINRA Advertising Regulation spot-checks. Serve as firm liaison with SEC, FINRA and other regulators for examinations and regulatory inquiries. Work in partnership with regulators in examinations. Lead the engagement of, and liaise with, third party firm(s) performing any policies and procedures reviews, audits, mock exams or the like. Essential Skill& Experience Requirements: The ideal person for this role should have senior managerial experience and knowledge in managing a compliance department, including: maintaining policies and procedures; overseeing compliance risk assessment processes; implementing compliance training programs; and monitoring and remediating potential violations of policy or law.IndustryA strong educational background including an undergraduate degree and a minimum of 15 years of relevant experience. Investment advisory compliance experience required. Experience in multiple areas of regulatory compliance and risks related to the rules and regulations of the SEC, FINRA, and other federal, state and local regulations and laws for broker dealer, investment advisory, insurance and wealth management. In-depth knowledge of Federal Securities regulations, e.g., the Advisers Act, Securities Exchange Act of 1934, FINRA and Municipal Securities Rulemaking Board, AML and Privacy rules. ERISA and DOL (Department of Labor) knowledge in the area of retirement plans is preferred. Thorough knowledge of the registered investment advisor industry, from a product, corporate governance, compliance and administrative perspective. Comprehensive knowledge of regulatory examination procedures used to evaluate applicable compliance-related federal / state laws and regulations. Significant experience with coordinating regulatory exams, handing all types of inquiries and audits, and preparing responses. In-depth experience and ability to manage the annual Form ADV process. Experience developing and implementing comprehensive compliance training programs within a multi-branch firm. Ability to read and interpret regulatory statutes and client guidelines. Additional RequirementsBachelor's degree in Legal, Finance, Accounting or business required. Series 7, 24, 63, and 65 registrations required.Effective leadership and partnership skills and the ability to positively influence outcomes, particularly in difficult matters.Exceptional interpersonal skills, as necessary to work effectively with executive colleagues and staff at all levels.Strong problem-solving skills and the ability to confront conflict and difficult issues in a professional, assertive and proactive manner.Excellent organizational, written, verbal and presentation skills including the ability to interpret and communicate compliance guidance internally and to effectively communicate with regulators.Excellent organizational and project management skills demonstrating the ability to meet or exceed deadlines, prioritize, multi-task, and maintain flexibility in fast-paced, changing environment.Strong data management acumen to collect and evaluate financial, transactional or other data to determine trends, recommend& implement change performance awareness.Ability to operate efficiently in a small dynamic work environment.Thorough understanding of the Securities Act of 1933, the Securities Act of 1934, and the Advisers Act.Ability to translate theory/rule into realistic and useful business practice is essentialStrong analytical skills and high attention to detail.Ability to manage a broad range of compliance functions.Proficiency in essential computer applications (MS Outlook, MS Word, MS Excel, MS PowerPoint) used to communicate ideas, concepts and detail in a professional business environment, and other legal and compliance technology tools.For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy. Human Resources Intern - Summer Edelman Financial Services - Fairfax, VA Apr 15, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking aHuman ResourcesIntern... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking aHuman ResourcesIntern for our Fairfax, VA location. This position will provide assistance in all areas of Human Resources (Employee Engagement, Training, Talent Acquisition, Benefits) and day-to-day functions. You will have an opportunity to participate in various projects allowing you to strengthen your strategic, organizational, and team building skills. Responsibilities:Organizing and maintaining employee filesScanning and filing employee documentsHandling miscellaneous items from outside vendors, such as ordering flowers, food, sports tickets, theater tickets, etc.Working as a liaison to the events planning team to coordinate necessary efforts for corporate eventsSupporting training initiatives by reviewing PowerPoint presentations, worksheets, preparing for training classes, etc.Assisting HR staff with various research and/or special projectsProviding recruiting assistance with candidate coordination, resume reviewing, sourcing, etc.Performing other related duties as required and assignedRequirements:Open to current college students in their Junior or Senior year or up to 1 year after graduating with a Bachelor’s degreeAdvanced expertise in Microsoft ExcelProficient in using Microsoft Word and OutlookDesire to learn about Human Resources and/or the financial services industryStrong written and verbal communication skillsExcellent organization skills with strong attention to detailAbility to work in a team-oriented environmentPosition requires high level of responsibility regarding confidential information; must maintain confidentiality at all times For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy. Multimedia Production Manager Edelman Financial Services - Fairfax, VA Apr 15, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilledMultimedia... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilledMultimedia Production Manager to join our growing Marketing team.The Production Manager is responsible for developing and executing content across all channels (primarily video and audio, with emphasis on digital media), for use in our marketing and promotional campaigns. As a key member of the Marketing team, they will ensure our content is informative, engaging, and entertaining. This role reports to the VP, Brand& Communications.Responsibilities include:Manage multimedia production schedules across all channels, while properly utilizing the organization’s facilities and personnel for productionSupport weekly production of the Truth About Money radio program and podcastLead content production process, working with both internal resources and external agenciesCoordinate with other teams in Marketing to ensure production is meeting content strategy requirements, and content marketing deadlinesReview leadgen and conversion results to ensure content is meeting business objectivesWork with compliance and other internal stakeholders to ensure produced content meets requirements Requirements:Bachelor's degree in Design, Production, Marketing or related field required5+ years experience in multimedia productionExperience in multichannel content generation and digital marketingFamiliar with relevant technology and software to build and generate high-quality contentFamiliar with a variety of the field's concepts, practices, and procedures.Extensive experience and judgment to plan and accomplish goals.Independent creativity requiredMust be comfortable independently evaluating a situation, exercising judgment and discretion, and independently making a decision on matters of significance For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy. SEO/SEM Manager Edelman Financial Services - Fairfax, VA Apr 15, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilledSEO/SEM Manager... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilledSEO/SEM Manager to join our growing Marketing team in Fairfax, VA. The SEO/SEM Manager is responsible for managing and implementing the firm’s search engine strategies to reach targeted audiences and achieve marketing goals. Responsibilities: SEO ManagementAssist in managing and implementing the firm’s SEO strategy to drive targeted traffic to our site.Work collaboratively with the Marketing team to create and update content that will deliver on that strategy.Manage relationships with offsite vendors and tools to optimize SEO.Own the on-site SEO and implement best practices across site architecture, link building and content creation.Create and deliver regular reporting on the SEO program.SEM ManagementManage the development and implementation of the firm’s SEM campaigns.Assist in managing relationships with offsite vendors.Assist in writing and editing SEM copy.Own regular reporting on the program, highlighting CTR and conversions. Requirements: Bachelor’s degree in Journalism, Marketing, Business or related field or equivalent industry experience1-3+ years of experience in search marketing and website optimizationExperience working with keyword tools and Google AnalyticsDemonstrated understanding of web usability and online marketing principlesProject management skills to manage content schedules and deadlinesStrong interpersonal skills and thrives in a fast-paced and collaborative team environmentStrong communication skillsUp to date with the latest trends and best practices in SEO/SEMThe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyPosition requires high level of responsibility regarding confidential information; must maintain confidentiality at all timesPossess the ability to effectively manage multiple projects, pay close attention to detail, thrive in a rapidly changing environment and meet short turnarounds and deadlines.For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.