NewCapacity Planning Analyst OneMain FinancialCapacity Planning AnalystWilmington, DE$70,000–$84,000 / yearThe ideal candidate will partner with several key business units to ensure appropriate staffing, ROE and budget considerations are cared for as it relates to Operations including Sales, Care, Collections, Recovery, and various supporting functions within Operations. Develop, prepare and analyze current and projected workload, resource availability, and any constraints or limitations to project future capacity needs to allow the business to effectively meet performance expectations.
NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Principal Engineer – Transmission Scenario Planning - External Analysis Specialist ExelonPrincipal Engineer – Transmission Scenario Planning - External Analysis SpecialistKENNETT SQUARE, PA$122,400–$168,300Develops and/or leads teams in studies, plans, criteria, specifications, calculations, evaluations, design documents, performance assessments, integrated systems analysis, cost estimates, budgets, associated with the planning, design, licensing, construction, operation, and maintenance of Exelon's electric generation, transmission, distribution, gas and telecommunication facilities/systems. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco).
Internal Audit - Financial Crime AVP BarclaysInternal Audit - Financial Crime AVPWilmington, DEYou may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. To be successful as an Internal Audit - Financial Crime AVP, you should: Contribute to the planning and delivery of audits across business functions in line with audit methodology.
NewFinance Manager JobotFinance ManagerKing of Prussia, PA$140,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our model combines financial strategy, advanced modeling, and technology-driven execution to help companies gain real-time visibility into their performance and make better decisions faster.
Senior Accountant - Hybrid TalentBurst, Inc.Senior Accountant - HybridPhiladelphia, PA$75,000–$80,000 / yearThis position requires someone with experience working in large organizations, have a professional presence, high level of interpersonal communication and confidence working with, and communicate with Senior, VP and C-Level members of leadership. Analyze workforce trends, contractor spend, and position control to ensure alignment with approved budgets and staffing plans.
NewSpecialist, Finance Liberty CokeSpecialist, FinancePhiladelphia, PAThis position assists the Shared Service record-to-report team with the monthly SAP close process and consolidated financial reporting for the purpose of maintaining an effective accounting system to optimize spending and improve overall profitability. Additionally, the candidate will possess: Bachelor's degree in accounting, finance, business management is required; Advanced degrees or certifications (MBA, CPA, CMA) are welcome and can accelerate growth, but are not required.
Treasury AVP BarclaysTreasury AVPWilmington, DEIdentification of potential treasury management opportunities, analysis of financial operations and cash flow patterns, and provision of expert guidance and customised solutions to address treasury management challenges. Representation of treasury on cross-functional teams, including risk management, compliance, and financial planning committees, and facilitation of collaboration and ensure treasury considerations are incorporated into business decisions.
Virtual Seasonal Family Nurse Practitioner - NY Licensed One MedicalVirtual Seasonal Family Nurse Practitioner - NY LicensedTRENTON, NJIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
NewDirector, Tax Operations bdo consultingDirector, Tax OperationsPhiladelphia, PA$195,000–$230,000 / yearPrepares brief write-ups (Quasi-MD&A)/ analysis comparing the Monthly, Quarterly and YTD results to budget and to prior year, noting the significant fluctuations, if any; investigates any matter that appears to be unusual or isn’t easily identifiable by maintaining a monthly summary. Assists the MP (and Market Managing Partners (MMPs)) with formal and informal succession planning of the Geography to ensure smooth transition of roles within the geography and local departments with limited to no disruption to operations or exceptional client service, as well as promoting career advancement.
Financial Planning Consultant - Devon, PA Raymond James Financial IncFinancial Planning Consultant - Devon, PADevon, PAUnder limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm.
VP Financial Planning & Analysis Quaker HoughtonVP Financial Planning & AnalysisConshohocken, PAThey will also be responsible for developing and driving a proactive, collaborative partnership between Corporate Finance and FP&A teams across the globe, understanding FP&A team needs, driving constructive and engaging conversations, monitoring stakeholder feedback and identifying trends and opportunities to advance Quaker Houghton’s business and financial strategy. Job DescriptionReporting to the CFO, the VP of Global FP&A oversees the global financial planning and analysis processes, conducting analytics on the full P&L, liaising with operational support functions and providing broad decision support analytics to assist business leaders, including reporting, budgeting, and forecasting processes.
VP Financial Planning & Analysis Quaker Chemical CorpVP Financial Planning & AnalysisPAEnhance overall analysis over balance sheet and liquidity planning and work directly with Company s treasury department for leverage scenarios and cashdebt forecasting Drive continuous improvement of business process analytics in Global FP&A by creating sound functional specifications on enhancement ideas and overseeing that the solution is implemented according to those specifications Ensure business intelligence data is accurate and complete and create an improved platform to enhance the system s reporting and reliability including introduction of business analytic tools i.e. Power BIQlikview Assist with overall analysis and preparation of materials to support the Company s financial presentations to its audit committee and board meetings Assist with analysis and preparation of materials to support external communications including investor relations support. They will also be responsible for developing and driving a proactive collaborative partnership between Corporate Finance and FP&A teams across the globe understanding FP&A team needs driving constructive and engaging conversations monitoring stakeholder feedback and identifying trends and opportunities to advance Quaker Houghton s business and financial strategy.
Manager, Corporate Financial Planning & Analysis Solenis LLCManager, Corporate Financial Planning & AnalysisWilmington, DE$107,500–$157,663 / yearIn this role, you'll lead critical financial planning and analysis activities, support strategic decision‑making across the organization, and directly manage a globally distributed FP&A team based in Brazil and India. The company's product portfolio includes a broad array of water treatment chemistries, process aids, functional additives, cleaners, disinfectants, and state-of-the-art monitoring, control and delivery systems.
Technical Manager, Financial Planning and Analysis (FP&A) PrenuvoTechnical Manager, Financial Planning and Analysis (FP&A)Philadelphia, PA$160,000–$190,000 / yearHelp reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people's lives! Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against "we caught it too late again".
Senior Analyst, Financial Planning & Analysis West Pharmaceutical Services IncSenior Analyst, Financial Planning & AnalysisExton, PAWest solved the problem of supplying penicillin in mass quantities to the US Government during World War 2. Through our work to deliver thousands of life-saving and life-enhancing injectable medicines to millions of patients daily, West's indelible mark on the healthcare industry has just begun. Excellent oral and written skills; interpersonal skills, fact finder skills, active listening, critical thinking, time management, problem sensitivity and project management skills.
NewDirector, Financial Planning & Analysis (Hybrid - Upper Gwynedd, PA) Merck & Co IncDirector, Financial Planning & Analysis (Hybrid - Upper Gwynedd, PA)North Wales, PA$156,900–$247,000 / yearRequired Skills: Budgeting, Capital Budgeting, Commercial Banking Relationship Management, Data Analysis, Financial Analysis, Financial Forecasting, Financial Modeling, Management Controls, Relationship Management, Strategic Planning, Treasury Management, Variance Analysis. The director partners closely with cross functional teams, including marketing, sales, account management, research, manufacturing, legal, compliance and corporate teams to evaluate business performance and identify, evaluate and execute strategic opportunities.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBerwyn, PA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Director Financial Planning & Analysis WPP PlcDirector Financial Planning & AnalysisChesterbrook, PA$90,000–$180,000 / yearMentor and Lead: Oversee and coach a growing team (including our Cherry Hill-based Expense Budget Manager), elevating the output of the finance department to be highly strategic and insight-driven. Industry Context: Experience working within an advertising, media, marketing services, or professional services agency model is highly preferred (understanding billability, utilization, and client-retainer models).
Financial Planning & Analysis Lead Lockheed Martin CorpFinancial Planning & Analysis LeadNJRemote$103,700–$179,860 / yearIn this highly visible role you will be responsible for: Managing the business rhythm of reviews and ensuring quality deliverables for various reporting initiatives including Monthly Outlooks and Program Reviews, Annual Long Range Plans, Strategic Forecast Models, Quarterly Contract Status Reviews and Balance Sheet Reviews. Pay Rate: The annual base salary range for this position in California, Massachusetts, and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $90,200 - $159,045.
Financial Planning & Analysis Analyst Colorcon IncFinancial Planning & Analysis AnalystHarleysville, PAThe Financial Planning & Analysis (FP&A) Analyst will play a key role in supporting strategic decision making by providing insightful financial analysis, forecasting & budgeting for the NALAN region. The FP&A Analyst will collaborate with various departments to gather financial data, analyze trends, and contribute to the development of financial models.
Analyst, Financial Planning and Analysis Publicis Groupe SAAnalyst, Financial Planning and AnalysisPhiladelphia, PA$50,065–$66,360 / yearextract and summarize data from Groupe financial software to assist leadership team Qualifications • Bachelor's degree in Finance or Accounting • Philadelphia office 4x/wk hybrid schedule • Relevant internship experience and/or 1+ years of work experience considered • Strong technical skills, especially Microsoft Excel (Vlookups, Pivot Tables, etc.) • Effective communication skills • Excellent organizational, analytical and problem solving skills • Comfortable digging through large volumes of reporting for key operational findings • Ability to work with confidential information professionally and discreetly • Ability to maintain and grow positive stakeholder relationships • Self-motivation to work independently • Ability to collaborate and work in a team environment Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. Responsibilities Forecasting and Budgeting Support business unit Finance Directors in creating regular financial forecasts in line with Publicis Groupe schedule Analyze monthly and annual financial results, providing commentary on variances to forecast Ensure accuracy of information in Groupe financial software (Hyperion Financial Mgmt - HFM & Anaplan) Develop expertise in financial software to regularly update data and distribute financial reports Share information to support strategic planning across Finance and other departments General & Administrative (G&A) costs Provides monthly reporting of G&A costs to budget holders across different departments.
Director, Financial Planning & Analysis CMI Media GroupDirector, Financial Planning & AnalysisPhiladelphia, PennsylvaniaMentor and Lead: Oversee and coach a growing team (including our Cherry Hill-based Expense Budget Manager), elevating the output of the finance department to be highly strategic and insight-driven. Industry Context: Experience working within an advertising, media, marketing services, or professional services agency model is highly preferred (understanding billability, utilization, and client-retainer models).
Financial Planning Analyst II Blue Cross and Blue Shield AssociationFinancial Planning Analyst IIPhiladelphia, PAIn this role, you will participate in the monthly close, compare and analyze actual to budget expenses, prepare and present monthly management and ad hoc reports, and create annual budgets working with your business partners across the organization. Ensure business partners have appropriate reporting, transparency and education into financial plan, year over year variances, trends and areas of concern.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistPA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Director, Financial Planning & Analysis West Pharmaceutical Services IncDirector, Financial Planning & AnalysisExton, PAWest solved the problem of supplying penicillin in mass quantities to the US Government during World War 2. Through our work to deliver thousands of life-saving and life-enhancing injectable medicines to millions of patients daily, West's indelible mark on the healthcare industry has just begun. Support special projects, including business cases, market entry assessments, competitive analysis, and strategic initiatives as required, including marketing assessments of M&A opportunities.
NewLead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PennsylvaniaThis person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.
Senior Manager, Financial Planning & Analysis SLM CorpSenior Manager, Financial Planning & AnalysisNewark, DEA function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!
Manager - Strategic Financial Planning & Investments CVS Health CorpManager - Strategic Financial Planning & InvestmentsPARemote$54,300–$145,860 / yearQualifications: 5+ years of experience in financial planning, strategic analysis, business consulting, or related fields Strong analytical and problem-solving skills, with the ability to interpret financial data and translate it into actionable insights Experience supporting enterprise-wide projects and cross-functional teams Proficient in Microsoft Excel, PowerPoint, and Word Effective written and verbal communication skills Highly organized and self-motivated with attention to detail Education: Bachelor's degree preferred in Finance, Business, Economics, or a related field Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required. Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
NewFinancial Planning Associate Claire Myers ConsultingFinancial Planning AssociatePhiladelphia, PennsylvaniaOur client, a growing and highly collaborative financial services organization in Philadelphia, is seeking a Financial Planning Associate to support financial advisors and clients through a comprehensive planning and operations process. This role is ideal for someone who enjoys being in the middle of the action, helping advisors stay organized, supporting client onboarding and underwriting, and playing a key role in the overall client experience.
Lead Financial Planning Analyst- Workplace Solutions Vanguard GroupLead Financial Planning Analyst- Workplace SolutionsMalvern, PAThis role will combine planning leadership, strategic ownership, and informal people leadership, including: Owning long-term planning and influencing forward-looking divisional strategy and investment prioritization. This Lead Financial Analyst role offers the opportunity to shape financial strategy for Vanguard's Workplace Solutions division, blending hands-on planning leadership with strategic influence at the executive level.
Manager Financial Planning & Analysis - JHP Thomas Jefferson UniversityManager Financial Planning & Analysis - JHPPhiladelphia, PAJefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students.
NewFinancial Planning Analyst, Specialist The Vanguard GroupFinancial Planning Analyst, SpecialistMalvern, PennsylvaniaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Lead Financial Planning Analyst (FP&A/CX) Vanguard GroupLead Financial Planning Analyst (FP&A/CX)Malvern, PAThis role partners across Vanguard's Workplace Solutions division's cross-channel CX teams, full stack digital product ecosystem, and Enterprise Transformation Office and Personal Wealth CX teams to drive investment transparency, prioritization rigor, and outcome-based decision-making that supports client-led growth, retention, and enterprise value creation. Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes and summarizes results in alignment with the overall business strategy.
Lead Financial Planning Analyst Vanguard GroupLead Financial Planning AnalystPaoli, PAWith strong exposure to enterprise stakeholders, this role blends technical financial expertise with strategic influence, supporting continuous improvement, pricing decisions, and scalable financial frameworks across the FAS business. The Lead Financial Analyst role offers the opportunity to support Financial Advisor Services (FAS) from a FP&A perspective, driving complex forecasting, financial modeling, and profitability analysis across products and distribution channels.
Strategic Financial Planning & Analytics Senior Associate CBIZ IncStrategic Financial Planning & Analytics Senior AssociatePhiladelphia, PAKey responsibilities include but are not limited to: Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of functional work, which could include but is not limited to: Budgeting / forecasting. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.
Sr. Manager, Financial Planning & Analysis Lasko Products LLCSr. Manager, Financial Planning & AnalysisWest Chester, PAToday, Lasko stands as a symbol of innovation, offering consumers around the world high-performance products; portable fans, heaters, air purifiers, humidifiers, and home ventilation solutions. Key areas of responsibility will include: Works closely with business unit leads to incorporate financial and strategic analysis into key business decisions.
Associate Finance Manager, Financial Planning & Analysis AAA-Mid-Atlantic, Inc.Associate Finance Manager, Financial Planning & AnalysisWilmington, DE$72,838–$120,091 / yearIn addition, this role will serve as the conduit between the Accounting & Finance teams and the LOB to ensure consistent messaging on business results, open lines of communication, and exceptional business partner support. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers.
Senior Financial Accountant, Stock Compensation & Benefit Plans Chubb LtdSenior Financial Accountant, Stock Compensation & Benefit PlansPhiladelphia, PARelationship & Scope: The Senior Financial Accountant, Stock Compensation and Benefit Plans role is an excellent opportunity to work closely with the Finance and Human Resources departments, including senior leaders within the company, on a variety of stock compensation process improvement projects and processes. This role will interact with a diverse group of internal personnel, including other financial analysts, divisional finance and business leadership, and functional staff to interpret financial data and operational performance.
Strategy Insights & Planning Consultant - Health Plan ZS Associates IncStrategy Insights & Planning Consultant - Health PlanPAHPP's goal is to build the ecosystem of payer/provider clients that have a similar mindset to long term partnership, innovation in the healthcare industry, and unlocking the synergies across various sectors within healthcare and beyond. As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to deliver better outcomes for all.
Sr. Analyst FP&A, Planning & Reporting CSL Behring LLCSr. Analyst FP&A, Planning & ReportingKing of Prussia, PAWe use three strategic scientific platforms of plasma fractionation, recombinant protein technology, and cell and gene therapy to support continued innovation and continually refine ways in which products can address unmet medical needs and help patients lead full lives. You will collaborate with the Operations FBPs, the Senior Manager, Planning & Reporting, Operations Finance, and leaders from cross-functional Operations teams to drive financial planning, reporting and operational efficiency in CSL Behring's Operations business.
Sr. Analyst, Planning & Reporting, Emerging Affiliates & Partner Businesses CSL Behring LLCSr. Analyst, Planning & Reporting, Emerging Affiliates & Partner BusinessesKing of Prussia, PAThe Opportunity: Reporting to the Associate Director, Planning & Reporting Commercial, as the Senior Analyst, Planning & Reporting, Emerging Affiliates & Partner Businesses, you will be responsible for delivering accurate and timely financial planning, budgeting, forecasting, and reporting for CSL Behring's Commercial Operations. We use three strategic scientific platforms of plasma fractionation, recombinant protein technology, and cell and gene therapy to support continued innovation and continually refine ways in which products can address unmet medical needs and help patients lead full lives.
Planning Consultant - Greenville, DE FidelityPlanning Consultant - Greenville, DEGreenville, DelawareRemoteRelationship ManagementPlease 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. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
Sr. Manager, Supply Chain Planning Quaker HoughtonSr. Manager, Supply Chain PlanningConshohocken, PAThe role requires strong analytical, cross-functional, and leadership skills to drive forecasting accuracy, operational efficiency, and continuous improvement across the supply chain. This is a dynamic and highly cross-functional role, working closely with Operations, Procurement, IBP Team, Commercial, Finance, IT, EH&S, Product Stewardship and Data Management.
NewWealth Planning Consultant Vanguard GroupWealth Planning ConsultantMalvern, PAp>As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
NewSr Director, Planning (Space Planning & Operations) University of PennsylvaniaSr Director, Planning (Space Planning & Operations)Philadelphia, PA$133,000–$200,000 / yearThe position oversees staff preparation and presentation of space plans accommodating wet and dry biomedical laboratory research, academic teaching and support space for faculty recruitment, larger departmental space reconfigurations and building renovations, including new fit-outs and new construction to senior leadership, ensuring alignment with long-term institutional goals in partnership with the Dean’s key administrators. The position works in close collaboration with the PSOM and SPO leadership and cross-functional teams, translating strategic priorities into actionable plans, measurable outcomes, and sustainable operational frameworks to ensure effective use of facility resources, providing planning analysis, and developing design and implementation solutions that meet operational, research, and educational needs at the School and University levels.
Wealth Planning Consultant, Senior Specialist Vanguard GroupWealth Planning Consultant, Senior SpecialistMalvern, PAp>As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
NewWealth Planning Consultant, Senior Specialist-2 Vanguard GroupWealth Planning Consultant, Senior Specialist-2Paoli, PARemotep>As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.