State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerPhiladelphia, PA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerPhiladelphia, PA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Specialist – New Jersey (Remote) All Financial FreedomFinancial Services Specialist – New Jersey (Remote)Trenton, NJRemoteThis role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerPhiladelphia, PA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Vice President, Client Delivery (Financial Services) SuvodaVice President, Client Delivery (Financial Services)Conshohocken, PAThis position requires a hands-on, experienced leader with regulated industry experience (preference for life sciences or payments experience) and a proven track record of building, developing, and scaling delivery organizations in a fast-paced, PE-backed, growth-oriented environment. The Vice President of Client Delivery is responsible for the strategic and operational leadership of Suvoda's financial services delivery organization - site payments and patient payments - on behalf of clinical trial sponsors worldwide.
Financial Services Representative - State Farm Agent Team Member Chris Madonna - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWest Chester, PAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Chris Madonna - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Client Onboarding Specialist (Retirement & Financial Services) Benetrends FinancialClient Onboarding Specialist (Retirement & Financial Services)Lansdale, PennsylvaniaRemoteThis role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements. We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as Business Start-Up) on-boarding process.
Principal - Cloud Engagement Lead, Microsoft - Financial Services EPAM Systems IncPrincipal - Cloud Engagement Lead, Microsoft - Financial ServicesPhiladelphia, PABuild deep, durable relationships with Microsoft account teams, industry teams, and M1/M2 leadership; conduct joint account planning, schedule recurring cadences, meet face-to-face, and lead joint customer events (including ABM-style executive sessions for top accounts). Act as pursuit leader and player-coach on strategic deals, coordinating solution architects, practice leaders, delivery leadership, and pricing and commercial teams to deliver clear value articulation, competitive differentiation, and strong executive messaging.
Customer Growth Strategy Senior Manager | Financial Services Accenture PlcCustomer Growth Strategy Senior Manager | Financial ServicesPhiladelphia, PABeyond shaping strategies, you are adept at embedding within client relationships, partnering with Accenture account leads, and identifying new opportunities, both organic and inorganic, that grow Accenture Song's impact and our clients' businesses. With deep industry expertise and strong client partnerships, we help financial services leaders design and execute growth strategies that solve real customer needs and deliver measurable outcomes.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWilmington, DEMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PAPottstown, PAGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Financial Services Manager Healthcare Services Group, Inc.Financial Services ManagerBensalem, PennsylvaniaThe successful candidate will play a crucial role in maintaining the financial health of our organization by engaging with clients, identifying potential issues, and developing strategic plans to minimize risks and optimize receivables collection. Executes credit/risk analysis to assess client financial stability and prepares Aged Trial Balance reports, conducting necessary financial research to support decision-making processes.
Insurance and Financial Services Position - State Farm Agent Team Member Shannon Clark - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberNewark, DEFull timeAs a State Farm team member for Shannon Clark - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorPhiladelphia, PA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Representative - State Farm Agent Team Member Stephen Diorio - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMalvern, PAFull timeSteve DiOrio State Farm is seeking a driven and personable Business Development Representative to help grow our agency by building relationships, generating new business opportunities, and delivering exceptional customer experiences. At Steve DiOrio State Farm, we pride ourselves on delivering personalized service and building lasting relationships within our community.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesPhiladelphia, PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerPhiladelphia, PA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Product Owner Financial Services Artech LLCProduct Owner Financial ServicesMalvern, PA$70–$75 / hourSkills: Application Programming Interface (API), Product Management, Depository Services & Mutual Funds. 1. Product Management / Product Ownership 5+ years experience as: Product Owner.
Financial Services Representative Atlasfinancialsolutions CoFinancial Services RepresentativePhiladelphia, PennsylvaniaIn this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development. This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Pennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.