- Unknown (Philadelphia, PA)
- …Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL ... Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers Specialties independent broker/dealer institution… more
- Unknown (Philadelphia, PA)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to… more
- Unknown (Philadelphia, PA)
- Senior Wealth Advisor About the Company Prominent multi-family office Industry Financial Services Type Privately Held About the Role The Company is in search of ... a Senior Wealth Advisor to join its newly established High Net Worth...not limited to, advising on tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning,… more
- Unknown (Philadelphia, PA)
- Executive Advisor and Board Member, Staffing Services and Private Equity About the Company Accomplished staffing services business Industry Staffing and Recruiting ... Role The Company is in search of an Executive Advisor /Board Member with a strong background in the staffing...a business, ideally with experience in working with a financial sponsor to drive growth and lead the company… more
- Unknown (Philadelphia, PA)
- Vice President, Business Development About the Company Premier broker/dealer & investment advisor Industry Financial Services Type Privately Held About the Role ... for the full cycle recruitment process, from building the pipeline to closing advisor recruits, and will be expected to travel extensively to build relationships… more
- Unknown (Philadelphia, PA)
- Vice President of Financial Planning & Analysis About the Company Rapid-growing personalized SMS marketing platform Industry Internet Type Privately Held Founded ... Company is in search of a Vice President of Financial Planning and Analysis to join their dynamic team....well as serving as a key business partner and advisor to the leadership team. This role requires the… more
- Unknown (Philadelphia, PA)
- Chief Financial Officer (CFO) About the Company Reputable health insurance provider Industry Insurance Type Privately Held About the Role The Company is seeking a ... Chief Financial Officer (CFO) to be a pivotal part of...The successful candidate will also act as a trusted advisor to the CEO and Board, shaping corporate strategy,… more
- Unknown (Philadelphia, PA)
- Vice President, Investment Banking - Financial Sponsors About the Company Globally renowned investment bank Industry Accounting Type Privately Held About the Role ... The Vice President, Investment Banking - Financial Sponsors will be responsible for managing the execution...revenue growth. You will also act as a trusted advisor throughout the deal lifecycle, coordinate across internal teams… more
- Unknown (Philadelphia, PA)
- Chief Financial Officer (CFO) About the Company Mission-driven organization providing nationally recognized certifications for allied health professionals Industry ... About the Role The Company is seeking a Chief Financial Officer to join their team. The CFO will...budgets, and serving as a strategic partner and business advisor . The CFO will also be tasked with ensuring… more
- Unknown (Philadelphia, PA)
- Vice President, Investment Banking - Financial Sponsors About the Company Globally focused investment bank Industry Accounting Type Privately Held About the Role The ... Vice President, Investment Banking - Financial Sponsors will be responsible for leading the execution...to revenue growth. You will act as a trusted advisor throughout the transaction lifecycle, coordinate cross-functional execution efforts,… more
- Unknown (Philadelphia, PA)
- Head of Finance & Operations About the Company Innovative financial services company providing affordable financial tools to underserved communities Industry ... be the architect of our business's entire operational and financial backbone. You won't be managing existing processes; you...including payroll and benefits. Strategy: Serve as a key advisor to the CEO and founding team on business… more
- Unknown (Plymouth Meeting, PA)
- General Counsel, Fintech Legal & Regulatory Affairs About the Company Ambitious financial wellness platform Industry Financial Services Type Privately Held, ... seeking a General Counsel to be the key legal advisor to the executive team and board, with a...range of legal matters, including ensuring compliance with complex financial regulations, providing expert legal advice on corporate governance,… more
- Unknown (Philadelphia, PA)
- …the success of the account management function and serving as a strategic advisor for the company's largest and most complex client accounts. This role requires ... high-value, integrated marketing accounts, and the ability to build trusted advisor relationships with executive and C-level client contacts. Strong leadership… more
- Unknown (Philadelphia, PA)
- …integrations, as well as strong leadership and stakeholder management skills. Financial and operational oversight, including driving financial modeling, ... the role. The Vice President will also be expected to act as a trusted advisor to the executive team and lead a high-performing team of M&A and integration… more
- Unknown (Philadelphia, PA)
- …roadmap for a defined group of client businesses, and acting as an executive advisor to client VP and C-suite leaders. This role also involves directing the creation ... relationships. The VP, Group Account Director will be accountable for the financial performance of a significant book of business, defining fiscal targets, and… more
- Unknown (Philadelphia, PA)
- …marketing or CRM technology functions, particularly in the context of financial or regulated marketing environments. Experience with Salesforce, data analytics ... with data integration or marketing analytics tools and an understanding of advisor /distributor ecosystems is also necessary. The ideal candidate will be adept at… more
- Unknown (Philadelphia, PA)
- …for the day-to-day supervision and activities of the broker-dealer/investment advisor , client accounts and investment administration, and broker and banking ... continuity and cybersecurity plans, and serving as the Corporate Secretary for the financial services division. Travel Percent Less than 10% Functions Finance more
- Unknown (Philadelphia, PA)
- Chief Risk Officer About the Company Prominent community development financial institution Industry Management Consulting Type Non Profit Founded 1982 Employees ... well as operational and regulatory risk. The CRO will also serve as a strategic advisor , championing a risk-aware culture, and will be a key member of the executive… more
- Unknown (Philadelphia, PA)
- …leading cross-functional collaboration. The successful candidate will be a strategic advisor to clients, particularly in the areas of supplier management, category ... A background in the company's core verticals, such as banking and financial services, insurance, healthcare, and life sciences, is preferred, with experience in… more
- Unknown (Philadelphia, PA)
- …rewards philosophy to ensure it is in line with the company's goals, culture, and financial strategy. The VP will also be a trusted advisor to the executive ... team on matters of pay equity, competitiveness, and governance, and will oversee the design and communication of annual compensation cycles. The ideal candidate will have a minimum of 12 years' experience in total rewards, with a focus on both broad-based and… more
