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If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.

YEAR

Edelman Financial Engines LLC

Director of AI Experience Design

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As a Regional Client Service Manager, you'll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Region Manager

Partner with the Controller and VP of Finance to build and maintain the AI-driven automations (Claude Cowork, MCP integrations) that power our recurring accounting workflows, turning manual processes into reliable, auditable, code-verified ones. As a Senior Accountant at Range, you'll own the mechanics of our monthly close and our AP, AR, and payroll operations end-to-end, partner with the Controller on technical accounting, and help build the AI-powered automation that lets a small finance team move like a much larger one.

Range

Senior Accountant

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You'll help deliver high-quality tax preparation, compliance, and advisory services to high-net-worth individuals, families, and their related entities, while collaborating closely with our Wealth Management team to contribute to integrated, thoughtful client solutions. CPA exam support: reimbursement for exam prep coursework and exam sitting fees for candidates actively pursuing their CPA, contingent on one year of continued employment following the bonus.

Curi Capital

Senior Tax Associate

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Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Review of tax returns including complex tax returns which may consist of consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individuals.

Sikich

Senior Tax Manager

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Senior Accountant (Tax)

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Paid Social Manager

Financial Services Marketing Manager

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Senior Paid Acquisition Manager

RIA Marketing Manager

Acquisition Marketing Manager

Senior Meta Strategist

Meta Media Buyer

Growth Marketing Manager

Meta Ads Specialist

This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. This role requires expert-level technical knowledge, excellent client communication skills, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across all custodial work.

NFP Corp

AVP, Client Service

Aon Plc

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

AVP, Trading

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Investment Advisor Jobs in Washington, DC

Director of AI Experience Design Edelman Financial Engines LLC

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Senior Accountant Range

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Paid Social Manager Clients Blackbox, Inc.

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RIA Marketing Manager Clients Blackbox, Inc.

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Meta Media Buyer Clients Blackbox, Inc.

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