- M&T Bank (Bear, DE)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Vanguard (Newtown Square, PA)
- …to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... + Three years ( Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience, specifically in advice planning, book of… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… 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 ... implementations pertaining to your coverage area. + Support the wider Global Fund, Advisor , and Distribution team as needed. + Participates in special projects and… more
- Vanguard (Malvern, PA)
- …stakeholders, informing AI strategy and development, and influencing prioritization across senior leaders. As such, strong communication skills coupled with deep, ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- Vanguard (Malvern, PA)
- …drive faster, stronger, risk-informed decisions. In this role you will partner with senior technology leaders to make risk-smart decisions that balance the needs of ... our client and company data. The IT Divisional Risk Advisor a critical partner to IT on all things...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Vanguard (Malvern, PA)
- …functions across the Finance Division and advising on a range of financial , operational, and strategic matters to support risk-informed decisions. These roles give ... functions across the Finance Division and advising on a range of financial , operational, and strategic matters to support risk-informed decisions. These roles give… 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
- JPMorgan Chase (Wilmington, DE)
- …research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate on the Retirement ... and withdrawal strategies + Deep knowledge of wealth management advisor tools, including advisor desktop and planning... desktop and planning applications + Proven experience in financial planning, wealth management, or a related area +… more
- Vanguard (Chesterbrook, PA)
- Vanguard's Internal Audit & SOX department is seeking a Senior Audit Engagement Manager - Investment Lifecycle for our Global Investment and Financial Audit ... (investment operations), and back (fund accounting and oversight) office. As a Senior Audit Engagement Manager - Investment Lifecycle, you will lead and collaborate… more
- Vanguard (Malvern, PA)
- …robust compliance risk management. This role reports to the Head of Global Fund, Advisor , and Distribution Compliance and is a senior leader within the ... The Senior Compliance Director, Products and Funds provides strategic...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Deloitte (Newtown Square, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Sallie Mae (Newark, DE)
- …to learn more about us. **What You'll Contribute** We are seeking a Senior Data Engineer (Sr. DE) with a proven track record of designing and ... scalable technical solutions. Serve as a strategic partner and trusted advisor on data architecture, tooling, and infrastructure capabilities. + **Data Governance,… more
- SAP (Newtown Square, PA)
- …and provide root cause analysis (RCA) with long-term solutions. + Act as a trusted advisor to SAP customers by guiding them on best practices for financial ... consolidation and reporting, optimizing SAP Group Reporting configurations and workflows, conducting workshops like fit/gap analysis and jump-start sessions, and delivering knowledge-sharing and technical training. + Analyze and improve the performance of… more
- Wipfli LLP (Radnor, PA)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree in… more
- Vanguard (Malvern, PA)
- In collaboration with the Financial Advisor Services Organization (FAS), Vanguard's Chief Data and Analytics Office is embarking on a transformative journey to ... and analytics propel Vanguard FAS's vision of being the Advisor to the Advisor . As a Head...potential. + Strong ability to influence and collaborate with senior stakeholders to drive strategic initiatives and achieve business… more
- Vanguard (Malvern, PA)
- Internal Career Opportunity Description In partnership with Vanguard's Financial Advisor Services (FAS), the Chief Data and Analytics Office (CDAO) is redefining ... data and analytics drive FAS's vision of being the " advisor to the advisor ." Details: This role...communicate those recommendations to stakeholders across the organization, including senior management. + Serve as the analytics expert on… more
- Lincoln Financial (Radnor, PA)
- …integrity, scalability, and performance. In this role, you will collaborate with senior business stakeholders, model builders, and IT teams to translate strategic ... with business goals and best practices. * Collaborate with senior stakeholders to assess business needs and translate them...data accuracy and consistency. * Serve as a key advisor within the Anaplan Center of Excellence, mentoring model… more
- Citigroup (New Castle, DE)
- **POSITION OBJECTIVE** Reporting to the 2nd Line Operational Risk Senior Group Manager, who has responsibility for oversight of US Personal Banking (USPB) ... other control functions in fulfilling job responsibilities. The Operational Risk Senior Officer is responsible for leading effective oversight and independent… more
- West Pharmaceutical Services (Exton, PA)
- …will govern the global PER (project expenditure request) and serve as a trusted advisor on financial matters related to capital investments and projects. To be ... development. Supported by benefit programs, we empower the physical, mental, emotional and financial health of our team members and their families. We believe in… more