- Lincoln Financial (Radnor, PA)
- …excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- The Hartford (Wayne, PA)
- …RFP responses are timely, thorough and accurate and promote new business and client retention opportunities. The RFP Specialist will also participate in various ... shape the future. Overview of the role: The RFP Specialist plays a critical role in the Request for...and maximum impact. + Preparing and responding to quarterly client service requests. + Helping ensure that data for… more
- Vanguard (Malvern, PA)
- We are currently looking for Risk Advisors for Investment Management and Finance Risk within Vanguard's Global Risk and Security Division. Your role will involve ... support risk identification and mitigation. We have an exciting opportunity in Investment Management and Finance Risk (IMFR) for someone interested in expanding… 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 ... the global protection of Vanguard crew, property, data, and client assets. We are the trusted advisors that protect...comprehensive health and wellness care, work-life balance, and an investment in your future at its core Threat Emulation… more
- Truist (Philadelphia, PA)
- …and Truist Wealth's expectation for growth and profitability in the high net worth client segment * Effectively lead the team to work with various specialists and ... IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary… more