- Vanguard (Malvern, PA)
- …new rule implementations pertaining to your coverage area. + Support the wider Global Fund , Advisor , and Distribution team as needed. + Participates in special ... will be a member of a team of dedicated compliance professionals who play a critical role in ensuring... advisory support. You will serve as a trusted advisor to the investment management business and provide guidance,… more
- Vanguard (Malvern, PA)
- …financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy ... $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such... and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory… more
- Deloitte (Philadelphia, PA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will… more