- 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
- M&T Bank (Wilmington, DE)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- SAP (Newtown Square, PA)
- …for you to choose from. **North America Industry Executive Advisory** The Industry Advisor is a critical role supporting our North America business to grow sales ... multinational brands to digital disruptor start-ups. The Industry Executive Advisor provides industry perspective, strategic solution advice, and thought...be required to work 3 days a week in office/ client site as per our Pledge to Flex return… more
- Vanguard (Malvern, PA)
- …related to business activities and investment products. Serves as a trusted advisor to the business, provides guidance and oversight of regulated activities. Core ... Responsibilities + Serves as an experienced advisor to the business, and interfaces regularly with business...collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one… more
- Vanguard (Newtown Square, PA)
- …a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our clients' ... chance for investment success. To achieve this mission, Personal Advisor Select's primary focus in is providing the best,...As Financial Planners, Advisors provide planning expertise based on client needs. + As Behavioral Coaches Advisors shape … 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 ... and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, education, and research… more
- SAP (Newtown Square, PA)
- … focus on the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and key stakeholders + Demonstrate ... and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle...ECS services. CDMs act as a partly onsite trusted advisor who grows the business by developing and supporting… more
- Vanguard (Malvern, PA)
- Join Financial Advisor Services (FAS) Marketing as a Senior...a cohesive experience to raise the bar on our client experience. In this role, you will: + Lead ... and development of automated omni-channel journeys and marketing campaigns designed to meet advisor needs with the right message at the right time. As a member… 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...& FAS teams. CDAO-FAS is looking for a collaborative, client focused and results-oriented professional to s upport the… more
- Bank of America (Wayne, PA)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client ...with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise… more
- TD Bank (Wilmington, DE)
- …be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, legal advice and support to TD Bank management in Corporate ... **Job Description:** As part of the Legal Department, the Senior Counsel is at the center of keeping TD...for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +… more
- Charles Schwab (Wilmington, DE)
- …assigned book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible ... **Your opportunity** The Senior Team Manager is responsible for developing and...the terms of each governing instruments. + Maintain high client service levels through prompt research and response to… more
- M&T Bank (Wilmington, DE)
- …identified in work assignments. Takes ownership coordinating members of the client service team to address administration matters and completes necessary tasks ... to provide effective and superior client service. Follows best practices and adheres to controls...estates and trust experience CTFA (Certified Trust and Financial Advisor ) certification Ability to read and interpret governing instruments… more
- SAP (Newtown Square, PA)
- …benefit options for you to choose from. Apply now! **About the role** As a Senior Cloud Delivery Specialist with expertise in SAP Payroll. We seek a proficient SAP ... **What you'll do** The Cloud Delivery Specialist acts as a trusted technical advisor in the safeguarding and optimization of customer investments into SAP ECS. You… more
- Vanguard (Malvern, PA)
- As a Senior Product Owner Consultant, you will be part of the endurance marketing team and have a direct impact in their mission to deliver positive perceptions of ... + Lead efforts to develop marketing programs that demonstrate Vanguard's advisor -friendly approach. + Partner closely with the stakeholders in Vanguard's… more
- BlackRock (Wilmington, DE)
- …a relationship manager business, you will leverage a deep understanding of your client 's business model as well as your Aladdin expertise to optimize the post-trade ... ecosystem. Primary responsibilities include: . Act as a trusted advisor to our Aladdin Provider clients, helping them navigate...Accounting, and the Middle Office . Champion for your client internally, marrying their business objectives and to our… more
- Wipfli LLP (Radnor, PA)
- …a difference, Wipfli is the place for you. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional ... manner + Establish and maintain effective client relationships through regular communications, including on-site visits + Adhere to prescribed budgets and deadlines… more
- Vanguard (Malvern, PA)
- …and roadmap for the creation of core data products within Vanguards Financial Advisor Services (FAS) Division. Identify core data domains and relevant data products ... and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one of the world's… more
- Black & Veatch (Wilmington, DE)
- …client facing team members. Gain access and develop relationship with senior leaders within client organization **Preferred Qualifications** Experience in ... function in a lead role, provide subject matter expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and… more
- Deloitte (Newtown Square, PA)
- …activities. + Communicating complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams ... plans, test cases and project financials. + Identifying key client business issues, determining client needs by...best practices + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise… more