- M&T Bank (Wilmington, DE)
- …credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of ... **Overview:** Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW)… more
- TD Bank (Marlton, NJ)
- …of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- POWER Engineers (Philadelphia, PA)
- ** Senior Advisor - Advisory Services (REMOTE)** Location **Raleigh** Secondary Locations **Denver, Houston, Philadelphia, Portland** Job Code **18323** \# of ... openings **2** Apply Now (https://phh.tbe.taleo.net/phh04/ats/careers/v2/applyRequisition?org=POWERENGINEERS&cws=44&rid=18323) ** Senior Advisor - Advisory Services (REMOTE)** **Position… more
- The Cigna Group (Philadelphia, PA)
- …is available in any Cigna office location._** **POSITION SUMMARY** The Product Management Senior Advisor manages and supports the overall vision, goals, and ... to Cigna Healthcare integrated Pharmacy clients and customers. The Product Management Senior Advisor will be responsible for management of existing products… more
- HNTB (Philadelphia, PA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- Bank of America (Philadelphia, PA)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - City Avenue Philadelphia, Pennsylvania **Job Description:**...of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on August...as revenue, margin, expense, etc. + Interact periodically with senior level internal, and sometimes external, clients to present… more
- Context Travel (Philadelphia, PA)
- …client and advisor communications for a high-quality tour product. As Senior Client Associate, UK, Ireland, Iberia, Americas your primary focus is ... Senior Client Associate, UK, Ireland, Iberia,...ensure personal, timely and accurate response to all regional client and advisor enquiries across all communication… more
- Penn Medicine (Philadelphia, PA)
- …+ The Senior Consultant, Strategic Decision Support operates as an advisor at the intersection of data analysis, business intelligence, and strategic consulting. ... Consultation: Perceived as credible and integral to work by senior clients and leaders. Influences client thinking...work by senior clients and leaders. Influences client thinking and motivates them to take action as… more
- WTW (Philadelphia, PA)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... quality standards + Develop and maintain selected key accounts and trusted client relationships at a senior level in a way that results in building long-term … more
- WTW (Philadelphia, PA)
- …the origination of new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of engagements, supported ... **Description** WTW is looking for a senior leader with Commercial Specialty Lines pricing and...sophisticated MI and portfolio optimization capabilities + Leading complex client engagements where you will be responsible for building… more
- Fox Rothschild LLP (Philadelphia, PA)
- …As a member of the Business Development & Marketing Department, the Senior Business Development Manager is responsible for implementing Business Development strategy ... a range of new business and marketing initiatives. The Senior Business Development Manager will work with attorneys and...the market. **ESSENTIAL FUNCTIONS:** + Serve as a trusted advisor to the attorneys within assigned practice, by leveraging… more
- WTW (Philadelphia, PA)
- …knowledge to serve as a subject matter expert + Develop a trusted advisor relationship with client contacts through effective communication + Listen critically ... experience in the US market to join as a Senior Consultant in our Insurance Consulting and Technology (ICT)...Lead, build, and participate on teams to deliver actuarial-focused client projects + Execute work on client … more
- Corcentric (Cherry Hill Township, NJ)
- As a Senior Customer Success Manager (CSM), you will serve as a trusted advisor to our customers, ensuring ongoing success with our platform-based solutions, ... a bright future, join us at Corcentric. As a Senior Customer Success Manager, O2C you will: + Serve...Success Manager, O2C you will: + Serve as a client executive advocate by coordinating distributed internal functions and… more
- Wells Fargo (Marlton, NJ)
- **About this role:** Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice ... clients and serves as a key member of a client 's deal team. **In this role, you will:** +...managers across the company and serve as an expert advisor to leadership. + Make decisions and recommendations in… more
- Deloitte (Philadelphia, PA)
- Payroll Strategy and Operate Senior Manager - HCaaS Job Description 5-20-25 Are you a detail-oriented individual seeking a new opportunity to leverage your skills ... organization? Are you passionate about delivering goals to your client that goes above and beyond their expectations? Does...2025 Work you'll do: As aPayroll Strategy and Operate Senior Manager, you should expect to be involved in… more
- Deloitte (Philadelphia, PA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- WTW (Philadelphia, PA)
- …needs, and determining solutions for those needs. + Develop a trusted advisor relationship with senior insurance carrier leaders through effective communication. ... **Description** WTW is looking for a senior leader with personal and/or commercial lines insurance...+ Identify and pursue potential client engagements, including crafting scopes of work, bringing together… more
- Deloitte (Philadelphia, PA)
- Do you enjoy building new client relationships and nurturing existing ones to grow an already existing and successful State and Local Tax practice? Are you ready to ... bring in? We are looking for sharp, analytical Tax Senior Managers to join our Income and Franchise Tax...various industry sectors. You will work directly with the client , have access to an elite group of specialists… more