Senior Associate, Financial Services Vestwell Holdings Inc.Senior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociatePhiladelphia, PA$77,000–$214,000 / 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociatePhiladelphia, PA$77,000–$214,000 / 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Client Associate - Financial Services SUMMIT FINANCIAL GROUP INCClient Associate - Financial ServicesDublin, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - 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.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociatePhiladelphia, PA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATPhiladelphia, PA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatPhiladelphia, PA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Solutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial ServicesPennsylvania, PARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS) Vanguard GroupSenior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)Malvern, PATranslate Strategy into Targets: Partner with Distribution Strategy, Finance, Sales leadership, and other internal partners to connect enterprise, divisional, and channel-level priorities to practical goals for advisor-facing teams. As the Senior Strategy Analyst for Goal Setting within our Financial Advisor Services (FAS) business, you will support the annual sales goal-setting process that helps translate business strategy into measurable expectations for our sales teams.
Supervisor, Financial Services Temple University Health SystemSupervisor, Financial ServicesPhiladelphia, PA402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true'',''Supervisor, Financial Services'',''261970'',''!*!Supervises the financial, credit, debt management counseling, insurance verification and eligibility and education services processes. '',''Pennsylvania-Philadelphia'',''Pennsylvania-Philadelphia'',''Finance'',''Finance'',''Full-time'',''Full-time'',''Day Job'',''Day Job'',''Regular'',''Regular'',''false'',''402213'',''402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true''.
Facilities Cleaner - Lincoln Financial Field - Lincoln Financial Field - Facility Services Aramark Corp.Facilities Cleaner - Lincoln Financial Field - Lincoln Financial Field - Facility ServicesPhiladelphia, PAAs a Custodial Services worker on our team, you'll take on the important job of keeping our operations and locations clean, so that our customers can stay happy and healthy. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
Cyber Compliance Manager (Financial Services) RSMCyber Compliance Manager (Financial Services)Philadelphia, PA$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
Financial Services Sales Representative - Annuities Lincoln National CorpFinancial Services Sales Representative - AnnuitiesRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Services Sales Representative - MoneyGuard Lincoln National CorpFinancial Services Sales Representative - MoneyGuardRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
NewFinancial Services Professional - PA, Bala Cynwyd (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - PA, Bala Cynwyd (5261)Bala Cynwyd, PA420646'',''true'',''420646'',''false'',''Submission for the position: Financial Services Professional - PA, Bala Cynwyd (5261) - (Job Number: 260000FM)'',''false'',''420646'',''false'',''true'',''Financial Services Professional - PA, Bala Cynwyd (5261)'',''260000FM'',''UNITED STATES-PA-Bala Cynwyd'',''UNITED STATES-PA-Bala Cynwyd'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420646'',''420646'',''true'',''420646'',''false'',''Submission for the position: Financial Services Professional - PA, Bala Cynwyd (5261) - (Job Number: 260000FM)'',''false'',''420646'',''false'',''true''.
Financial Services Representative, College Graduate - Greenville, DE FidelityFinancial Services Representative, College Graduate - Greenville, DEGreenville, DelawareRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity.
Financial Services Representative - State Farm Agent Team Member Bill Weychert - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberConshohocken, PAFull timeBill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection. In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.
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.