- WSFS Bank (Greenville, DE)
- …Service(R) is more than part of our name, it's our mission and our purposeThe Senior Investment Advisor is responsible for prospecting and engaging clients ... by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM")The… more
- WSFS Bank (Berwyn, PA)
- …make decisions on loans and terms if within own lending limitsServe as Co- Advisor with in-house Investment Advisors to determine whether professional money ... for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage servicesCall on prospective… 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
- 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
- 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
- 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 (Wilmington, DE)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford,...impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design… more
- SAP (Newtown Square, PA)
- …contributions, and a variety of benefit options for you to choose from. Senior TSM ABOUT THE TEAM Customer Delivery Engagement (CDE) organization is the global ... on their journey to the intelligent enterprise powered by S4/HANA and releasing investment as well as customer resource capacity for innovation. THE ROLE As… more
- Sallie Mae (Newark, DE)
- …making for these business areas. He/ She/ They will serve as a trusted advisor to leadership, collaborating closely with key leaders and their teams in order to ... strong relationships with business leaders and stakeholders, serving as a proactive advisor on financial matters and business performance. + Provide timely and… 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 ... all investors, to treat them fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a hybrid working model for the… more
- Black & Veatch (Wilmington, DE)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- Vanguard (Malvern, PA)
- …to treat them fairly, and to give them the best chance for investment success. In support of Vanguard's innovative and highly regulated business lines, Vanguard's ... along with direct reports, will serve as a trusted advisor to Firm stakeholders by providing guidance on expectations...other regulatory reviews, by fostering strong relationships with key senior stakeholders across the enterprise, as well as the… more
- Vanguard (Chesterbrook, PA)
- …management, relationship management, communication, influence, judgement, and decision-making skills. The Senior Engagement Manager: + Serves as trusted advisor ... & SOX department has an exciting opportunity for a Senior Engagement Manager - Personal Investor on our Business...fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a… more
- Vanguard (Malvern, PA)
- …to help support our internal Marketing teams. You will work directly with senior leaders within MarTech Platforms and our International Marketing divisions to help ... practices and common obstacles based on prior experiences. Serve as a trusted advisor to ensure projects are aligned with the overall company strategy and market… more
- JPMorgan Chase (Wilmington, DE)
- …Financial Analysis, you will act as the Chief Financial Officer (CFO) and trusted advisor to the Co-brand Partner General Manager (GM) team. In addition, you will be ... performance of the card portfolios + Act as trusted advisor to GM teams on product development, special offers,...to GM teams on product development, special offers, and investment analytics + Work with Partner GMs and their… more
- Vanguard (Malvern, PA)
- …antitrust risks. In this role you will + Serve as a trusted advisor and provide strategic leadership and positioning on Vanguard's antitrust and competition-related ... issues. Work closely with other senior leaders in OGC to shape Vanguard's antitrust compliance...fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a… more
- BlackRock (Wilmington, DE)
- …the post-trade ecosystem. Primary responsibilities include: . Act as a trusted advisor to our Aladdin Provider clients, helping them navigate the Aladdin community ... to work in a cross functional team: . Provide impactful solutions, combining investment lifecycle expertise with your knowledge of financial markets and the asset… more
- JPMorgan Chase (Newark, DE)
- …insight to meet key objectives. **Job Responsibilities** + Act as a trusted advisor to the management team across strategic and operational initiatives + Partner ... levels + Perform ad hoc analysis as requested from senior management + Coordinate monthly metrics submission of key...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
