Lead Financial Analyst - FP&A and IT Finance (Hybrid) JobotLead Financial Analyst - FP&A and IT Finance (Hybrid)Allentown, PA$95,000–$130,000 / yearA leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S. This role is Hybrid, and we are looking to hire talent in Providence, RI to be onsite 2 days per week. Information 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.
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.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA KeyCorpSummer 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.
R0036845 Specialist I, Investment Fund Services SEI Investments CoR0036845 Specialist I, Investment Fund ServicesPAAs a Specialist of the accounting and key fund administration functions, you will provide information to the Financial Reporting team for the preparation and coordination of the annual and semi-annual financial statements; prepare/review SEC filings (e.g., N-PORT, N-CEN ); assist the Tax team with distribution calculation and tax reporting processes, assist Treasury Services with annual fund expense budgets and quarterly updates, including reviewing of expense payments; preparing and reviewing Board related materials. You will be supporting the daily accounting operation of your assigned funds, support annual audits, coordinate/onboard new funds and clients, serve as a liaison between clients, external service providers and internal teams, and work closely with all parties to insure procedures and controls are followed and to provide accurate Net Asset Values (NAVs).
Investment Consultant - Warrington, PA FidelityInvestment Consultant - Warrington, PAWarrington, PennsylvaniaRemoteSales 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Associate, Investment Product Development and Commercialization SEI Investments CoAssociate, Investment Product Development and CommercializationPAThe role spans the full breadth of SEI's product set-mutual funds, ETFs, collective investment trusts, and registered alternatives such as interval and tender-offer funds developed in partnership with leading global asset managers. The Investment Product Development and Commercialization team is a newly established group within SEI's Asset Management organization, focused on designing innovative investment solutions that enhance client outcomes and expand access to new markets.
Sales Director, Traditional Investment Operations Solutions SEI Investments CoSales Director, Traditional Investment Operations SolutionsPACandidates with 5+ years experience selling fund administration or front office technology to the buy-side will also be considered as well as candidates with 5+ years experience selling traditional fund services or front office technology to the sell-side (i.e., broker dealer community) or wealth managers. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Fund Accountant, Investment Fund Services SEI Investments CoFund Accountant, Investment Fund ServicesPASEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Client Services Specialist III, Collective Investment Trust Officer SEI Investments CoClient Services Specialist III, Collective Investment Trust OfficerPASpecialist II, CIT Finance, IMS, Oaks: As a Specialist II on the Collective Investment Trust (CIT) team, you will be responsible for assisting the team to fulfill its multi-faceted duties with respect to overseeing our business and various other aspects of IMS product offering that impact the use of SEI affiliates. o Represent the CIT team on recurring calls involving auditors and other key internal and external stakeholders such as fund accounting, financial reporting, and the applicable investment managers to oversee each audit cycle and ensure that deliverables and release dates are met.
Wealth Management Advisory Analyst Intern - Summer 2027 (Reading Office) RKL eSolutionsWealth Management Advisory Analyst Intern - Summer 2027 (Reading Office)Reading, PAThe Wealth Management Advisory Analyst Intern works closely with Wealth Advisors who help clients organize, manage, and deploy their financial resources to pursue their goals. The intern gains exposure to a range of clients including individuals, business owners, and families with sophisticated financial planning and wealth management needs.