- Lincoln Financial (Radnor, PA)
- …excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- Lincoln Financial (Harrisburg, PA)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- The Hartford (Wayne, PA)
- …RFP responses are timely, thorough and accurate and promote new business and client retention opportunities. The RFP Specialist will also participate in various ... shape the future. Overview of the role: The RFP Specialist plays a critical role in the Request for...and maximum impact. + Preparing and responding to quarterly client service requests. + Helping ensure that data for… more
- Vanguard (Malvern, PA)
- Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong risk ... the global protection of Vanguard crew, property, data, and client assets. We are the trusted advisors that protect...comprehensive health and wellness care, work-life balance, and an investment in your future at its core. We're excited… more
- Wells Fargo (Reading, PA)
- …Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the ... tools and training + Review and analyze controls to manage high risk investment strategies and complex products + Evaluate resources to monitor risk and exercise… more
- Cherry Bekaert (Harrisburg, PA)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications… more
- Vanguard (Malvern, PA)
- Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong risk ... the global protection of Vanguard crew, property, data, and client assets. We are the trusted advisors that protect...comprehensive health and wellness care, work-life balance, and an investment in your future at its core Threat Emulation… more
- Truist (Philadelphia, PA)
- …and Truist Wealth's expectation for growth and profitability in the high net worth client segment * Effectively lead the team to work with various specialists and ... IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary… more
- Raymond James Financial, Inc. (PA)
- …creation with client departments to quantify current costs, justify project investment , and identify the return on investment . Typically works without ... reports. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …**Key Responsibilities:** **Strategic Leadership** + Develop and execute portfolio oversight strategies across all lending and investment segments. + Align ... compliance, and providing strategic insights to support sound credit and investment decisions. The ideal candidate brings deep expertise in credit markets,… more
- TD Bank (Trooper, PA)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... of proven business development skills, including ability to conceptualize and implement strategies + 4+ years of proven leadership and coaching experience required +… more
- Edwards Lifesciences (Scranton, PA)
- …impact on patients' lives. At the core of this commitment is our investment in cutting-edge information technology. This supports our innovation and collaboration on ... schedule, scope, and quality objectives. Identify risk, develop mitigation strategies , alternative solutions, critical path, resolve issues, action item follow… more