- WSFS Bank (Greenville, DE)
- …Service(R) is more than part of our name, it's our mission and our purposeThe Senior Investment Advisor is responsible for prospecting and engaging clients ... by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM")The… more
- Truliant Federal Credit Union (Greenville, SC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic ... approach. The Financial Advisor helps members identify their financial goals and objectives,...work with people at different job levels ranging from senior managers to front line employeesMust hold the following… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies ... for future goals and cash flow needs through a sound and efficient savings, investment , and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65, 66… more
- Fidelity TalentSource LLC (Boston, MA)
- …Investments, visit www.fidelity.com. The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that ... Job Description: Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic...provides investment management services to clients through Fidelity s retail… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides ... investment management services to clients through Fidelity s retail...well as the methodologies for many of Fidelity s investment planning tools, to help investors reach their financial… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Global Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the coordination… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills\u00A0You BringExceptional ... in a dynamic, fast-paced and deadline-oriented environmentYou will conduct comprehensive investment related discussions and participate in client meetings for … more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management ... clients ensuring their satisfaction and retention. You will serve as a trusted advisor and primary point of contact to the client.Corporate account management with… more
- Fidelity TalentSource LLC (Greenville, DE)
- …trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of ... in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!This role is an integral member of...within the Fidelity organization; and with team members and investment advisors to meet the financial needs of trust… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and non-retirement accounts for Retail, Correspondent, and Advisor Clients. \u00A0Responsibilities include:Delivering highly efficient transaction ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Fidelity TalentSource LLC (Westlake, TX)
- …for clients? Are you ready to develop cutting edge, best-in-class digital client and advisor experiences crucial to the success of PI s multi-year plan? If yes, come ... in computer science or related major with 4+ years of full-stack development. Investment /financial services experience will be a plus.Experience and expertise in at… more
- WSFS Bank (Berwyn, PA)
- …make decisions on loans and terms if within own lending limitsServe as Co- Advisor with in-house Investment Advisors to determine whether professional money ... for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage servicesCall on prospective… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Senior Java/AWS Cloud Developer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Java/AWS Cloud Developer to work in Merrimack, NH;...suite of applications that support our intermediary (correspondent and advisor ) and institutional business. You will be a member… more
- Fidelity TalentSource LLC (Boston, MA)
- …Advisers Advisor Oversight Team partners closely with Fidelity s investment management teams and key stakeholders to identify and mitigate risks associated ... with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers...as needed, preparation of reports and presentations to the senior management. The Expertise and Skills You Bring 8+… more
- Fidelity TalentSource LLC (Durham, NC)
- …leading differentiators such as the Advisor Practice Management, the Charitable Investment Advisor Program and more! You are an industry thought leader, ... granting more than 2.3M grants totaling $11.8B in 2023 alone.NCS is seeking a senior executive to lead the fundraising and distribution function and be a part of… more
- Fidelity TalentSource LLC (Boston, MA)
- …for liquid alternatives for Quantitative Research and Investments (QRI) advisor .This individual will partner with the Systematic Liquid Alternatives team ... Fidelity and at all levels of the organizationProven experience engaging with senior internal and external clients and partnersAgile leadership experience or working… more
- Fidelity TalentSource LLC (Boston, MA)
- …daily issues and technical evaluation estimates on technology initiatives. Advises senior management on technical strategy. Mentors junior team members. Performs ... databases, and database technology troubleshooting using AWR reports, Snapshots, Tuning Advisor , GV$ Views; and administering databases using OEM (oracle enterprise… more
- Creative Financial Staffing (New Buffalo, MI)
- …of accountability, transparency, and continuous improvement. Manage cash flow, investment activities, and financial risk management to optimize financial performance ... drive cross-functional initiatives and initiatives. Serve as a strategic advisor to the CEO and board of directors on...preferred. Proven experience as a CFO or in a senior financial leadership role. Strong leadership and management skills,… more
- Creative Financial Staffing (Westport, CT)
- …Develop and manage the annual budget in collaboration with Executive Director, Senior Leadership Team, and Board of Trustees Finance committee. Conduct regular ... and temporarily restricted net assets Oversee 1099 filing and compliance Track investment account activity Provide training and support to staff on financial… more
- PNC (Fort Wayne, IN)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Wayne, IN. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
