- Vanguard (Malvern, PA)
- …+ Collaborate cross-functionally to foster a culture of integrity and accountability. The Senior Compliance Advisor will: + Maintain and cultivate a ... focus on critical business initiatives. + Monitor and assess compliance risks, ensuring our operations align with regulatory expectations....and other control groups. + Serve as a trusted advisor to Vanguard's retail advice, wealth management,… more
- JPMorgan Chase (Wilmington, DE)
- Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint… more
- JPMorgan Chase (West Chester, PA)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...efforts + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint… more
- M&T Bank (Bear, DE)
- …investments and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community ... clients, offering investment and insurance solutions and leveraging partnerships in Retail , Business Banking and Wealth to increase referrals. + Provide financial… more
- Vanguard (Malvern, PA)
- …supervisory oversight within the business. Core Responsibilities: + Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and ... In support of our innovative and highly regulated business lines, Vanguard's Compliance Department encounters a wide range of complex and compelling issues while… 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)
- Senior Marketing Strategist -Personal Investor We are seeking a dynamic and visionary Senior Marketing Strategist to lead marketing for dual-relationship clients ... that have entrusted Vanguard with both retirement (eg, 401k) and personal retail accounts. This role requires a client-first mindset, enabling a deep understanding… more