2 branch manager jobs found in Bethesda, MD

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. Job Responsibilities: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients’ assets and incomes. Construct and maintain...

The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating with cross-functional teams to achieve strategic objectives. The Senior Marketing Specialist will lead the execution of campaigns across various channels, optimize performance through data analysis, and provide insights to inform future marketing initiatives. Strong analytical, communication, and project management skills are essential for success in this position. Your Impact : Develop and execute comprehensive marketing strategies and campaigns to meet organizational goals. Analyze market trends, customer behavior, and competitive landscape to identify opportunities for growth. Collaborate with internal teams, including sales, product development, and design, to create cohesive marketing messages....