- Wilmington Savings Fund Society (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The 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
- PNC (Wayne, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- Sands Investment Group (Philadelphia, PA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Deloitte (Philadelphia, PA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Vanguard (Chesterbrook, PA)
- Vanguard's Internal Audit & SOX department has an exciting opportunity for a Senior Engagement Manager - on our Business and Corporate Audit Services team, which ... Vanguard's US distribution business areas. In the Internal Audit Senior Engagement Manager role, you will be a subject...will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead… more
- Vanguard (Malvern, PA)
- …investment skill of Vanguard's sub-advisory partners. You will analyze and monitor investment performance, make investment advisor , and make allocation ... The Investment Oversight Analyst will provide critical support to...Responsibilities: + Uses quantitative and qualitative inputs to measure investment success of assigned funds and managers. Develops and… more
- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... get to know their clients' goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter.… more
- Deloitte (Philadelphia, PA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- SAP (Newtown Square, PA)
- …strategy of SAP. This enables customers to safeguard their existing SAP ERP investment while benefiting from a new level of flexibility tailoring the software to ... Digital Cloud Architecture & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre-sales phase as a subject matter expert, acting… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Merck (West Point, PA)
- …Team members and Senior Leaders. + Management in all phases of investment process to drive, execute and optimize divisional IT portfolio. + Proactive stewardship ... **Job Description** The Investment Manager supports product-focused decision making and financial...Lead and Value Team. + Independent content creation for Senior Leaders that articulates value drivers, progress on value,… more
- Vanguard (Malvern, PA)
- We are currently looking for a strategic Divisional Risk Advisor to join our Global Risk and Security (GR&S) division. GR&S was formed in 2018 to enable Vanguard's ... division. In this role you will: + Partner with senior business leaders on top strategic priorities, including new...the performance of risk assessments by serving as an advisor on business risk exposures. + Work with business… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within the PNC Private Bank organization, you will be based in Pittsburgh ... for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior … more
- Vanguard (Malvern, PA)
- …to our Institutional Investor Group (IIG). Responsibilities: + Partner with senior business leaders on top strategic priorities, growth initiatives, and business ... Demonstrated conceptual and strategic thinking while working through ambiguity. + Senior -level stakeholder management. + Expertise in risk management principles and… more
- DuPont (Wilmington, DE)
- …functions, managing capital markets transactions and assisting with other banking and investment matters. The Senior Corporate Counsel will also regularly ... companies. This strategic move will create focused businesses with distinct investment profiles. We believe the proposed separations will create opportunities for… more
- Deloitte (Philadelphia, PA)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Deloitte (Philadelphia, PA)
- …Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid ... partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Philadelphia, PA)
- …+ Minimum of 4 years of experience in insurance, broker-dealer, and/or investment advisor compliance. Compliance inspection or supervisory experience is ... FSI Insurance Senior Consultant Our practitioners have the opportunity to...across sectors, including banking, capital markets, retail wealth management, investment management, and insurance. The unique strength of Deloitte… more
- Deloitte (Philadelphia, PA)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... with a specific focus on regulatory, risk, and data processes. As a Senior Consultant, you will have opportunities to: + Contribute to regulatory reporting… more
