- 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 (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
- Vanguard (Malvern, PA)
- …Collaborate cross-functionally to foster a culture of integrity and accountability. The Senior Compliance Advisor will: + Maintain and cultivate a collaborative ... this role, you will: + Serve as a trusted advisor to business leaders, offering strategic guidance and oversight...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… 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
- Vanguard (Newtown Square, PA)
- …and estate plans are properly implemented. Develops thorough understanding of client 's needs and trust and wealth planning strategies and provides additional ... alternatives to clients that are consistent with VNTC requirements and client objectives. Partners with the assigned internal business partner to determine… 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)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + ... 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
- 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
- JPMorgan Chase (Wilmington, DE)
- Join our team as an HR Business Advisor (HRBA), where you will play a crucial role in executing strategic HR priorities and supporting a portfolio of clients within ... a Center of Excellence/Shared Service construct, providing support to senior HR Business Advisors and business leaders on core...leaders on core HR activities. As an HR Business Advisor in the Consumer and Community Banking Card &… more
- Elevance Health (Wilmington, DE)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... considered.** **Compensation: Base Salary + Sales Incentive Plan** The **National Account Advisor ** is responsible for assisting the Account Executive or Senior … more
- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales Strategist is ... . As an RIA Sales Strategist, you will get routine exposure to our senior leadership team and develop expertise in the intermediary business and the practice of… 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
- AscellaHealth (Berwyn, PA)
- …efforts, oversee the resolution of service issues, and serve as a trusted advisor committed to advancing client objectives while meeting internal profit and ... a leading global specialty pharmacy and healthcare services organization, is seeking a Senior Relationship Account Manager for our Berwyn, PA location. The person in… more
- Fox Rothschild LLP (Wilmington, DE)
- …As a member of the Business Development & Marketing Department, the Senior Business Development Manager is responsible for implementing Business Development strategy ... a range of new business and marketing initiatives. The Senior Business Development Manager will work with attorneys and...the market. **ESSENTIAL FUNCTIONS:** + Serve as a trusted advisor to the attorneys within assigned practice, by leveraging… more
- SAP (Newtown Square, PA)
- …a trusted advisor to grow the business by driving the client 's digital transformation and generating higher customer value. Share monthly / quarterly reporting ... service improvements and delivery opportunities and realize the value for the client . Continuously increase client -trusted advisor relationships with… more
- Vanguard (Malvern, PA)
- … client needs analysis. Partner with various stakeholders including senior leadership to align marketing team's objectives to cross-functional priorities. Informs ... Senior Marketing Strategist -Personal Investor We are seeking...401k) and personal retail accounts. This role requires a client -first mindset, enabling a deep understanding the client… more