- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more
- Vanguard (Malvern, PA)
- … engagement. You've led sales coaching and practice initiatives in asset management, wealth , or financial advisor services environments and know how to translate ... sales excellence is foundational to that transformation. As the Senior Manager, Head of Sales Practice Management & Coaching...of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development… more
- Vanguard (Malvern, PA)
- …strategic vision with execution. You've led strategy development in asset management, wealth , or financial advisor services environments and understand the ... a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial... Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design… more
- Vanguard (Malvern, PA)
- …are modernizing our distribution ecosystem to deliver a more seamless, data-driven, and advisor -centric experience. As the Senior Manager, Head of Sales Process ... of high-performing sales organizations. You've led process transformation in asset management, wealth , or financial advisor services environments and know how to… more
- Vanguard (Malvern, PA)
- …leadership. You've built GTM designs and led activation in asset management, wealth , or financial advisor services, and you understand the rhythms ... ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... the AUM by 2030. We are looking for 3 Senior Directors, Data and Analytics to be responsible for...and management for 3 teams: Digital, Data & Strategy; Wealth Management, Operations and Risk; and Advice, Distribution and… more
- M&T Bank (Wilmington, DE)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of… more
- Vanguard (Malvern, PA)
- At Vanguard, we are continually evolving our distribution strategy. As the Senior Strategy Analyst for our Financial Advisor Services (FAS) business, you will ... development, business health assessment, or client engagement analysis within asset management, wealth , or financial advisor services. + Strong analytical and… more
- Vanguard (Malvern, PA)
- …You've led client-facing, operational and/or sales enablement teams in asset management, wealth , or financial advisor services environments and know how to ... advisors and the home office, custodians and platforms that serve them. As the Senior Manager, Head of Operation Client Relationships for our Financial Advisor … more
- City National Bank (Wilmington, DE)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... manager or Leadership Development Manager-MDP. **DEPARTMENT DESCRIPTION:** The Family Wealth team provides comprehensive investment management services to Wealth… more
- Vanguard (Malvern, PA)
- …ensuring our platforms remain competitive and responsive to a rapidly evolving wealth landscape. . Communicate architecture strategies to senior executives and ... architecture or large-scale system design. . Deep understanding of wealth management platforms, advisor tools, and client.... Deep understanding of wealth management platforms, advisor tools, and client experience. . Proven success in… more
- Vanguard (Malvern, PA)
- …grow your career. By applying to this role, you will be considered for Financial Advisor and Senior Financial Advisor opportunities. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Vanguard (Malvern, PA)
- Advice and Wealth Management Risk is a team of high...to the business. + Act as a consultant for senior management team to draw on for advice and ... procedures. + Leverage the best practice for advice and wealth management, and work with controls function and project...culture. + Keep updated on any specific advice and wealth regulatory requirements including any upcoming changes, and support… more
- Vanguard (Malvern, PA)
- …Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively with the ... of 10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with broker-dealer regulations is… more
- Citigroup (New Castle, DE)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... enable growth and progress together. The Full Stack Developer is a senior level position responsible for establishing and implementing new or revised application… more