- 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
- 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, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… 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
- Citizens (Fort Washington, PA)
- …decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate tax ... circumstances. We're looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy...to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial… more
- University of Pennsylvania (Philadelphia, PA)
- …and resources, and much more. Posted Job Title Associate Director-Academic Advisor and Co-Curricular Programming, Wharton School Job Profile Title Associate Director ... cultures. To learn more, visit www.wharton.upenn.edu. The Associate Director-Academic Advisor and Co-Curricular Programming (AA-CCP) position reports to the Deputy… 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 ... operations functions. The person in this role will advise senior business leaders in the areas of strategic, financial,...fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a… more
- Bank of America (Pennington, NJ)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction and drives...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Federal Reserve System (Philadelphia, PA)
- …staff in the Third District and nationally. * May assist the department officer, senior management, and other staff in the preparation of their speeches. **30%** * ... to ensure compliance with conflict of interest rules and personal investment restrictions. + Background investigations and drug testing are required for… more
- PNC (Philadelphia, PA)
- …their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly ... contribute to the company's success. As a Multi-Asset Class Senior Portfolio Specialist within the PNC Asset Management Group...portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will conduct… 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)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. What You'll Do Deloitte Tax Senior… 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
- Vanguard (Malvern, PA)
- …multiple subdivisions sound fascinating? Would you like to have a role as a senior technical SME and provide critical input as we tackle this exciting and ambiguous ... the future client data model for Trading in Financial Advisor Services. You will have the opportunity to learn...You will have the opportunity to learn how the investment industry trades with Vanguard for mutual funds and… more
- Deloitte (Philadelphia, PA)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll Do As a Senior Tax ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Charles Schwab (Wilmington, DE)
- …book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible for ... **Your opportunity** The Senior Team Manager is responsible for developing and...is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for… more
- Wells Fargo (Wilmington, DE)
- **About this role:** Wells Fargo is seeking a Senior Lead Control Management Officer to provide primary control support for the RSNIP (Retail Sales of Non-bank ... Investment Product) program. The RSNIP Oversight Group supports the...**In this role, you will:** + Act as an advisor to more experienced leaders in developing risk mitigation… 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
- Bank of America (Pennington, NJ)
- Senior IRA Product Specialist Pennington, New Jersey;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... initiatives from idea creation through execution & implementation, enhancing the investment offering, overseeing the client experience, such as client exception… more
- Deloitte (Philadelphia, PA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... team of proven innovators! Work you'll do: As a Senior , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more