- 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 (Philadelphia, PA)
- …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
- TD Bank (Exton, PA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and ... TD Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the... Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes… 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
- SAP (Newtown Square, PA)
- …Time** **Career Level: T3-3** Original Posting Date: 06/16/2025 Job Title: Solution Advisor Senior Specialist Location: Newtown Square, PA Work Model: Hybrid ... work model Purpose and Objective: SAP America, Inc. seeks a Solution Advisor Senior Specialist at our Newtown Square, PA location to interact with prospective… more
- Truist (Philadelphia, PA)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- HNTB (King Of Prussia, 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
- Vanguard (Malvern, PA)
- …investment management compliance advisory support. You will serve as a trusted advisor to the investment management business and provide guidance, oversight, and ... your coverage area. + Support the wider Global Fund, Advisor , and Distribution team as needed. + Participates in...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more
- M&T Bank (Bear, DE)
- …catered to the individualized needs of each customer and with the client 's best interest in mind. Mentors less experienced Advisors. **Primary Responsibilities:** + ... of investment products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with… more
- Vanguard (Newtown Square, PA)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... cash award tied to our collective company performance and client outcomes. When we succeed together, we all share...3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial … 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
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services (FAS) division is dedicated to serving 27 million investors who work with a financial advisor . FAS provides investment ... products and services to a diverse B2B client base that includes broker-dealers, registered investment advisors (RIAs),...Information Officer for FAS, you will work closely with senior leaders across the business. This role is ideal… 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
- SAP (Newtown Square, PA)
- …industry business to grow sales, pipeline, customer adoption and satisfaction. The Value Advisor engages with senior business executives and provides a business ... thought leadership to support sales cycles. In addition, the Advisor will drive pipeline growth and contribute to building...& Objectives:_ 1. Collaborate with the C-Suite and other senior executives at our customers to drive the case… more
- AECOM (Conshohocken, PA)
- …fiber optic construction, and geospatial design. You will work closely with senior consultants and project managers to support client needs and ... as feasibility studies, market analysis, and cost assessments. + Collaborate with senior consultants on client meetings, presentations, and proposals. + Analyze… 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
- Vanguard (Malvern, PA)
- …stakeholders, informing AI strategy and development, and influencing prioritization across senior leaders. As such, strong communication skills coupled with deep, ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. 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
- Vanguard (Malvern, PA)
- …have entrusted $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust... and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory… more