- Sands Investment Group (Philadelphia, PA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- M&T Bank (Wilmington, DE)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Vanguard (Malvern, PA)
- …and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, education, and research ... ead a small team of risk practitioners covering FAS business teams, including sales , product development, and operations functions. The person in this role will… more
- Vanguard (Malvern, PA)
- …as the Business Partner point of contact for multiple core FAS (Financial Advisor Services) subdivisions. Responsible for overseeing and managing segments of the FAS ... is a highly visible role that will engage with senior leadership across high priority functions within Vanguard Data...upport the portfolio of work for FAS Marketing and Advisor Solutions. This is a unique opportunity that will… more
- Deloitte (Philadelphia, PA)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . Senior Consultant level responsibilities include: + Synthesize overall… more
- Bank of America (Wilmington, DE)
- … Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales , Licensed Supervision, Registration & ... Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford,...impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design… more
- Deloitte (Philadelphia, PA)
- Deloitte Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity ... and local climate action plans that effectively use public investment , the private sector, and make progress toward climate...manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales… more
- Equitable (Bala Cynwyd, PA)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Financial Sales Manager - PA, Bala Cynwyd (2559) (...being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and… more
- CoStar Realty Information, Inc. (Philadelphia, PA)
- Sales Executive - LoopNet Digital Advertising - Philadelphia, PA Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and ... powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- Ascensus (Philadelphia, PA)
- …+ Communication of new rollouts; providing training as appropriate. + Provide investment reporting support to advisors by utilizing DCIO partners. Coordinate the ... by partnering with the DCIO wholesalers to provide interpretations of the investment performance contained in the reporting. This may include conference calls /… more
- Deloitte (Philadelphia, PA)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Black & Veatch (Wilmington, DE)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and… more
- BlackRock (Wilmington, DE)
- …the post-trade ecosystem. Primary responsibilities include: . Act as a trusted advisor to our Aladdin Provider clients, helping them navigate the Aladdin community ... and establish scalable connectivity between your Providers and Aladdin clients + Sales and business development to provide industry / segment expertise to achieve… more
- Burns & McDonnell (Conshohocken, PA)
- …of proposal efforts including hour estimates. + Serve as the technical advisor , provide senior -level input and evaluation on transmission engineering projects. ... include the following, with other duties as assigned by senior management. Fostering Culture + Drive a culture focused...skillsets. + Oversight and management of chargeability and proper investment of overhead labor and costs. + Monitor progress… more