Marketing Integration Project Manager Daley and AssociatesMarketing Integration Project ManagerWayne, PA$55–$66 / hourThis ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.
Marketing Project Manager Daley and AssociatesMarketing Project Managernorristown, PA$55–$66 / hourThe Marketing Project Manager will play a key role in coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts tied to a major business acquisition and integration. The ideal candidate will have 5+ years of experience in marketing-focused project management, a strong understanding of wealth management, and the ability to lead the marketing integration of an acquired business.
Financial Advisor, Truist Investment Services, Philadelphia, PA Truist BankFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, PennsylvaniaBanking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Chief Risk Office Business-Line Risk Manager - Payment Services (Consumer & Small Business Credit Cards) US BankChief Risk Office Business-Line Risk Manager - Payment Services (Consumer & Small Business Credit Cards)Horsham, PA$124,355–$146,300 / yearThe ideal candidate is an accomplished risk leader with extensive expertise in credit card risk, governance, and content review, recognized for driving strategic initiatives through insightful analysis, strong regulatory acumen, and the ability to translate complex requirements into clear, actionable outcomes. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistBerwyn, PARemote$140,000–$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.
Merchant Services Relationship Manager - Vice President JPMorgan Chase & CoMerchant Services Relationship Manager - Vice PresidentWilmington, DEExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Transaction Advisory Manager- Financial Due Diligence WithumTransaction Advisory Manager- Financial Due DiligencePhiladelphia, PA$130,000–$160,000 / yearThe Manager can be based in any of the following US office locations (New York, NY; Whippany, NJ; East Brunswick, NJ; Princeton, NJ; Boston, MA; Philadelphia, PA; Tysons Corner, VA; Columbia, MD; Orlando, FL; Boca Raton, FL; Chicago, IL; Los Angeles, CA; Irvine, CA; San Francisco, CA). Identifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows.
Financial Operations Recovery Specialist III Elevance HealthFinancial Operations Recovery Specialist IIIWilmington, DE$23.75–$39.37 / hourThe Financial Operations Recovery Specialist III will be responsible for the discovery, validation, recovery, and adjustments of claims overpayments and may support activities related to cash receipts, cash application, claim audits, collections, overpayment vendor validation, and claim adjustments. 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.
Sr. Claims Specialist - Financial & Professional Lines Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft (Munich Re)Sr. Claims Specialist - Financial & Professional LinesPrinceton, NJThe Senior Claims Specialist will analyze and determine coverage, manage the claim investigation, evaluate the overall claim, communicate promptly with internal and external stakeholders, and pursue recoveries and risk transfer where warranted in a variety of specialty line claims, including Miscellaneous Professional Liability/E&O, Directors & Officers, Lawyers Professional Liability, Employment Practices Liability, Fiduciary, Crime,, Cyber, and Transactional Risk. The Senior Claims Specialist in the Financial and Professional Lines Core team is a critical role in our growing Claims Department, and will be responsible for directing all aspects of file handling on both in-house and third-party administered property claims, with growth opportunity in depth of technical handling and multi-faceted professional development.
FS AWM Operations Management Consultant - Sr. Associate PwCFS AWM Operations Management Consultant - Sr. AssociatePhiladelphia, PA$77,000–$202,000 / yearDemonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products. 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 .
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesPhiladelphia, PA$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Financial Advisor Manning & Napier, Inc.Financial AdvisorPA$75,000–$150,000 / yearDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Estate & Retirement Financial Advisor-175-300K+,Exclusive Qualified Pre-Set Appt United Placement GroupEstate & Retirement Financial Advisor-175-300K+,Exclusive Qualified Pre-Set ApptKing of Prussia, PAIf you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.
Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Life Sciences & Healthcare Industry Deloitte Touche Tohmatsu LtdSenior Manager, Finance Managed Services - Controllership & Record-to-Report | Life Sciences & Healthcare IndustryPhiladelphia, PA$148,200–$292,300 / yearThis role combines accounting domain expertise, managed services solutioning, Life Sciences & Health Care Industry experience, commercial acumen, executive presence, and strong client and team leadership. Provide senior leadership for Finance Operate deal flow for the Life Sciences & Health Care sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.
Lead Security Governance Partner - Assurance EnvestnetLead Security Governance Partner - AssuranceBerwyn, PA$138,000–$170,000 / yearFull timeAI Governance and Risk Management: Assess and secure AI/ML systems, agentic ecosystems, and AI-assisted development across the software lifecycle — including AI platforms (e.g., AWS Bedrock, Claude, Copilot), agent/orchestration frameworks, and RAG/LLM integrations — while identifying and mitigating AI-specific risks such as prompt injection, jailbreaking, data poisoning, and model exfiltration, in alignment with NIST AI RMF and ISO 42001. In this role, you’ll contribute to key initiatives spanning human and insider risk, cybersecurity investigations, control assurance, security awareness, and emerging areas such as AI governance, helping Envestnet operate securely and maintain the trust of its clients, partners, and regulators.
Lead Security Governance Partner - Risk Management EnvestnetLead Security Governance Partner - Risk ManagementBerwyn, PA$138,500–$173,100 / yearFull timeAct as a trusted security risk advisor by translating technical findings into clear business risk context to support risk-informed decision-making, and partner closely with 2nd Line Risk & Assurance functions by providing high-quality risk artifacts and evidence, without performing independent assurance activities. Evaluate the design and effectiveness of technical, administrative, and operational security controls against identified risks, partnering with technology, product, infrastructure, architecture, and AI/ML engineering teams to design, recommend, and refine controls that mitigate risk to acceptable levels.
CAAS - Assistant Controller - Professional Services and Real Estate CliftonLarsonAllen LLPCAAS - Assistant Controller - Professional Services and Real EstateKing of Prussia, PAOur CAAS service helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Philadelphia Internal Audit and Financial Advisory Intern - 2027 ProtivitiPhiladelphia Internal Audit and Financial Advisory Intern - 2027Philadelphia, Pennsylvania$28–$38 / hourInternal Audit and Financial Advisory interns are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
224119 Financial Analyst (Tax Operations Analyst) - Must live near Pennington, NJ or Jacksonville, FL to apply Canon Recruiting Group224119 Financial Analyst (Tax Operations Analyst) - Must live near Pennington, NJ or Jacksonville, FL to applyPennington, NJBy promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. Responsibilities include but are not limited researching, resolving, and validating the integrity of tax entries and tax income data housed on the tax reporting database.
Sr. Lead Software Engineer JPMorgan Chase & CoSr. Lead Software EngineerWilmington, DEStrong partnership skills with Tech Partners and Engineering Leads to review designs, evaluate alternatives, set architectural guardrails, and eliminate anti-patterns by promoting approved patterns and spec-driven development. As a Senior Lead Software Engineer at JPMorgan Chase within Consumer and Community Banking, you will be a key member of a team designing and delivering high-quality architecture solutions across software applications and platform products.