- Vanguard (Newtown Square, PA)
- …+ Undergraduate degree or equivalent combination of training and experience. + Certified Trust and Financial Advisor (CTFA) designation (or ability to obtain ... are properly implemented. Develops thorough understanding of client's needs and trust and wealth planning strategies and provides additional planning solutions as… more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) ... other internal client team members to serve the unique needs of Wilmington Trust 's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to… 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 ... and excellence. In this role, you will: + Serve as a trusted advisor to business leaders, offering strategic guidance and oversight on regulated activities with… more
- M&T Bank (Bear, DE)
- …insurance sales experience providing investment, brokerage and/or insurance solutions, including trust /fiduciary experience FINRA Series 7, 63 and 65 or 66 licenses ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust /fiduciary product, Financial Planning, Managed Accounts or insurance experience… 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: + ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's… more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- City National Bank (Wilmington, DE)
- …smoothly resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service ... *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS THE OPPORTUNITY?...personality types * Willingness to seek out advice from Senior staff promptly as appropriate *WHAT'S IN IT FOR… more
- Vanguard (Malvern, PA)
- …financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an ... $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such... and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory… 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 ... Personal Investor relationship and foster a sense of loyalty and trust . + Cross-Functional Collaboration: Collaborate with various cross-functional teams to identify… more
- Vanguard (Malvern, PA)
- …oversight within the business. Core Responsibilities: + Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth ... and products. + Advanced knowledge of FINRA, SEC, state, banking, and trust company regulations and other regulatory requirements applicable to investment advisers,… more
- Bentley Systems (Exton, PA)
- …strategic and dynamic Director level HR Business Partner (HRBP) to support senior executives in driving business success through people strategies. Reporting to the ... Senior Director, Human Resources Business Partnership, the HRBP will be a trusted advisor , working closely with leaders and stakeholders across diverse and… more
- Merck (West Point, PA)
- …join our Device Development & Technology (DD&T) organization to serve as a senior technical subject matter-expert and advisor for our Autoinjector platform. This ... + **Cross-Functional Collaboration** : + Act as the primary technical advisor for all teams working on Autoinjectors, fostering collaboration among engineering,… more
- Renaissance (Wilmington, DE)
- …experience for Renaissance employees and leaders. Note: this role is leveled as a Senior Advisor Role within Renaissance. **This is a six-month contract, with ... are connected to our mission by exemplifying our values: trust each other, win together, strive for the best,...team to provide holistic turnover data to the HRLT, senior leaders, and other stakeholders. * Assist leaders in… more
- Lincoln Financial (Radnor, PA)
- …and strategic partners. **What you'll be doing** + Acts as a trusted advisor and strategic partner to sales and distribution leaders, delivering HR solutions that ... area(s) of responsibility, assesses the impact, and collaborates with senior leaders t to incorporate new trends and developments...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Lincoln Financial (Radnor, PA)
- …for assigned area(s) of responsibility, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future ... Group Protection's products and services + Key contributor & advisor in cross-functional team environments & interact with business...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Lincoln Financial (Radnor, PA)
- …+ Demonstrated strong relationship management skills with internal clients (eg senior management, peers and colleagues); proven ability to develop creative and ... teams, and promoting efficient coordination. + Act as a trusted advisor - proactively identifying and recommending technological opportunities to improve actuarial… more