- Vanguard (Malvern, PA)
- …has ~$40B in assets under management, with a growing distribution ecosystem and footprint. As Head of Model Portfolios , this role is responsible for: + ... to help them drive better client and business outcomes. Model portfolios are a critical part of...and finance. + This individual will report into the Head of Advisor Solutions within FAS Responsibilities: + Hires,… more
- Truist (Philadelphia, PA)
- …Wealth team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra-high net worth, multi-generational ... referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect… more