- TD Bank (Philadelphia, PA)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the ... Advisors & Relationship Managers to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical investment… more
- JPMorgan Chase (Pittsburgh, PA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Wells Fargo (Philadelphia, PA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or ... opportunities to provide capital raising and advisory solutions to their respective portfolio companies with a heavy emphasis on sell-side M&A assignments, … more
- Cognizant (Harrisburg, PA)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- Public Consulting Group (Harrisburg, PA)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... and multiple public sector projects while continuing to build the team and portfolio of projects in our Technology Consulting Practice Area. The Director will work… more
- Vanguard (Malvern, PA)
- …Successful applicants will have experience with 1940 Act products, portfolio oversight, and global regulations impacting investment management. Prior experience ... with private funds is a plus. Candidates should demonstrate a...with business partners, including product development, business operations, and portfolio managers and traders, to drive robust compliance risk… more