- Sands Investment Group (Philadelphia, PA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales ... a broad spectrum of work including development of the sales strategy, enabling sales to drive outcomes... Strategist, you will get routine exposure to our senior leadership team and develop expertise in the intermediary… more
- TD Bank (Philadelphia, PA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... trusts and estates. Works closely with Trust Officers and Investment Counselors to obtain tax information, file returns, and...ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on… 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
- Vanguard (Malvern, PA)
- …clients have entrusted $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... investment advisors, and insurance companies, both at an advisor and home office level. We are seeking a... and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory… more
- Vanguard (Malvern, PA)
- Senior Marketing Manager for Vanguard Advice Our Personal Advisor and Digital Advisor services empower hundreds of thousands of clients to achieve their ... financial goals through personalized planning, automated investing, and dedicated advisor support. Marketing is the driving force behind expanding our reach to… more
- Corcentric (Cherry Hill, 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, ... maximizing their return on investment , and facilitating strong customer retention and growth across...team up for success, we are currently requiring our Senior -level Customer Success Managers to have direct functional domain… more
- Truist (Philadelphia, PA)
- …in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development ... investment products * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in wealth… more
- SAP (Newtown Square, PA)
- …main point of contact for building the partner relationship with SAP and the central advisor to the partner. They own the partner relationship end to end and are ... customers. Explain economic trends and industry knowledge to support the partner's investment . 4. Understand the partner's basic financial structure and key drivers… more
- Black & Veatch (Wilmington, DE)
- …collaboration with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, ... operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, Industrial Cybersecurity,… more
- Black & Veatch (Wilmington, DE)
- …collaboration with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, ... to inform future solution development based on unmet client needs. As an ** Senior ** **Integrated Solutions Strategist** , you will be responsible for strategy and… more
- Lincoln Financial (Radnor, PA)
- …maximization of business value. This role provides transparency into the IT investment portfolio, balances demand with capacity, and partners closely with business ... processes, including quarterly portfolio reviews, IT portfolio reviews, stage gates and investment reviews. + Drives the adoption of best practices in portfolio… more
- EPAM Systems (Conshohocken, PA)
- …high-impact, large-scale technology projects within the P&C insurance sector. This is a senior leadership role that requires a hybrid skill set: you must be ... driving the growth of the Advisory practice through successful sales and pursuits. Build a pipeline of qualified leads...efforts for large, complex engagements + As a trusted advisor to Boards of Directors, C level executives and… more