Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Lancaster, PALancaster, PAGeneral 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Account Executive; Executive Benefits Consultant; Business Development Executive; Broker Consultant; Director of Investment Consulting Andesa ServicesAccount Executive; Executive Benefits Consultant; Business Development Executive; Broker Consultant; Director of Investment ConsultingAllentown, PennsylvaniaRemoteAs our Account Executive focused on the broker segment, you will be responsible for identifying, engaging, and converting new business opportunities, as well as building relationships with brokers, consultants, and distribution partners who influence Advanced Markets and NQDC plan administration decisions. Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.
Planned Investment Manager Tristone NashPlanned Investment ManagerReading, Berkshire£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
Client Portfolio Manager, Raymond James Investment Management Raymond James Financial IncClient Portfolio Manager, Raymond James Investment ManagementBerwyn, PAUnder limited direction with a high level of autonomy, leverages extensive experience and expertise to serve as a primary advocate for Chartwell Investment Partners, an investment boutique within Raymond James Investment Management (RJIM). This role acts as a key liaison between Chartwell and internal partners across RJIM, functioning as a subject-matter expert on Chartwell's investment strategies, process, market views, and portfolio positioning.
Director of Investment Operations & Administration Wsfs FinancialDirector of Investment Operations & AdministrationBerwyn, Pennsylvania$156,562–$257,207.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
NewAssociate Director Video Investment WPP PlcAssociate Director Video InvestmentChesterbrook, PA$70,000–$140,000 / yearVideo Expertise: Deep knowledge of the Video publisher, platform, and audience supplier ecosystem, with hands-on experience in Advanced TV, Digital Video, and Connected TV media buying. Your Impact: As a key marketing partner to our media teams, the Associate Director, Video Investment, plays a pivotal role in shaping the success of CMI Media Group.
NewEquity Investment Operational Risk Analyst Vanguard GroupEquity Investment Operational Risk AnalystMalvern, PAWe work directly with IMG to mitigate risk failures stemming from processes, human error, regulatory change, and technology alongside our business partners in Portfolio Review, Legal, Compliance, Global Risk & Security, Finance, IT and more. Vanguard 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.
NewInvestment Access Senior Analyst Vanguard GroupInvestment Access Senior AnalystMalvern, PAResponsibilities: Supports the development of strong risk assessments, change management practices, internal risk monitoring and reporting infrastructure, targeted reviews, controls assurance, and external monitoring programs. Vanguard 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.
Senior Investment Analyst Vanguard GroupSenior Investment AnalystMalvern, PAVanguard 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. In this role, you'll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships.
Investment Management Quantitative Product Manager Vanguard GroupInvestment Management Quantitative Product ManagerMalvern, PAInfluences and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience including assessing the role of AI in both analytics capabilities and enhancements to user experience in the research studio environment. As part of our Investment Management Insights team, you will play a critical role in driving the development and deployment of analytics capabilities and technology that support the organizations data-driven investment strategies.
Investment Risk Analyst Vanguard GroupInvestment Risk AnalystMalvern, PADevelops, implements, and maintains an effective and efficient risk management infrastructure to manage, measure, monitor, and report aggregate global fixed income investments risk exposures. 3. Develops and implements technology-based tools and metrics, and performs statistical data analysis to report, monitor, measure, and manage various aspects of fixed income investment risk exposures.
NewInvestment Oversight Analyst, Specialist The Vanguard GroupInvestment Oversight 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. Supports senior analysts with identifying potential advisers and develops list of prospects utilizing databases and industry research.
Jr. Fund & Investment Operations Analyst - Fund Accounting Vanguard GroupJr. Fund & Investment Operations Analyst - Fund AccountingMalvern, PAVanguard 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. Responsible for tasks in support of accurate calculations for a wide range of portfolios, including institutional funds, investment trusts, mutual funds, ETFs and other pooled vehicles.
NewInvestment Management Product Manager (Product Analytics & Technology) Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PAJoin us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in support of the ongoing development of Vanguard's investment product lineup. We're looking for someone with experience in investment product analysis and/or technical product management (including experience in AI-development), who thrives on collaboration and is excited to deliver solutions that make a real difference for our business partners.
Investment Lifecycle Audit Engagement Manager Vanguard GroupInvestment Lifecycle Audit Engagement ManagerMalvern, PAIn this role you will oversee risk-based audit and consulting engagements across the Investment Lifecycle, including front (investment/portfolio management), middle (investment operations), and back (fund accounting and oversight) office. Vanguard 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.
Lead Investment Auditor Vanguard GroupLead Investment AuditorMalvern, PAStrong applied knowledge of the investment lifecycle, with hands-on experience in one or more of the following areas: Fund accounting (NAVs, income, expenses), Valuation and pricing controls, Trade lifecycle and investment operations, Reconciliations and securities processing. This role is responsible for owning end-to-end audit engagements across the investment lifecycle, providing independent challenge to front-, middle-, and back-office functions, and influencing stakeholders to strengthen the control environment.
Media Relations Strategist - Investments Vanguard GroupMedia Relations Strategist - InvestmentsMalvern, PARemoteThis role is aligned to advancing IMG's communications priorities, including how Vanguard communicates its investment philosophy, market perspectives, portfolio strategies, and product innovation to key audiences. Lead the development of communications materials, including press releases, executive briefing materials, and thought leadership content, ensuring accuracy, clarity, and alignment with Vanguard's voice.
Multi-Asset Investment Product Strategist Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PAAs a key member of Vanguard's Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment product lineup-you'll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.
College to Corporate Internship - Investment Management - PA The Vanguard GroupCollege to Corporate Internship - Investment Management - PAMalvern, PennsylvaniaStrong analytical skills, problem-solving abilities, and conceptual creativity will help further your expertise in investments and products in a dynamic internship program, preparing for a career in investment management. Experience a comprehensive approach to investing that employs a range of strategies across asset classes, growing your expertise while developing a broad understanding of Vanguard’s mission driven investment philosophy.
Lead Data Scientist - Investment Management Fintech Strategies (IMFS) Vanguard GroupLead Data Scientist - Investment Management Fintech Strategies (IMFS)Malvern, PAResponsibilities: Own end-to-end research using large-scale historical data: form hypotheses, run analyses, develop models, and translate results into insights that can improve portfolio construction and trading decisions. Vanguard 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.
Private Investment Product Manager Vanguard GroupPrivate Investment Product ManagerMalvern, PAAs a Private Investment Product Manager, you'll partner closely with internal stakeholders, sales teams, and clients to shape product positioning, inform strategy, and enhance the investor experience. Supports Vanguard's private markets product lineup by engaging with clients and prospects on our offer, aiding the development of marketing collateral, and leading crew product education efforts.
Head of Innovation & Emerging Technology, Global Investment & Finance Systems Vanguard GroupHead of Innovation & Emerging Technology, Global Investment & Finance SystemsMalvern, PAThe role partners closely with Investment Management, Finance, Enterprise Technology, Risk, and Data leaders to translate emerging technologies into scalable, production‑grade solutions in a highly regulated environment. We are seeking a Head of Innovation & Emerging Technology to lead the research, engineering, and responsible adoption of artificial intelligence and emerging technologies across Global Investment & Finance Systems (GIFS).
Lead Data Scientist — Investment Management Fintech Strategies (IMFS) The Vanguard GroupLead Data Scientist — Investment Management Fintech Strategies (IMFS)Malvern, PennsylvaniaOwn end-to-end research using large-scale historical data: form hypotheses, run analyses, develop models, and translate results into insights that can improve portfolio construction and trading decisions. Vanguard 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.
Active Credit Structured Products Investment Analyst (ABS/CMBS/RMBS) The Vanguard GroupActive Credit Structured Products Investment Analyst (ABS/CMBS/RMBS)Malvern, PennsylvaniaLead ongoing surveillance of issuers/sectors; systematize monitoring of credit quality changes, prepayment trends, and risk factors; deliver timely updates to the desk. Vanguard 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.
Investment Product Manager, Senior Specialist Vanguard GroupInvestment Product Manager, Senior SpecialistMalvern, PAIn this senior role, you will collaborate across investments, client teams, and functional partners to shape strategy for target-date and index products, bringing a specialized blend of client, business, and investment acumen to a high-impact, fast-evolving product lineup. The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy: driving participant financial success by evolving the VWS investment product line-up and accelerating growth of investment products in partnership with distribution teams.
Personal Banker - R-38211 KeyBankPersonal Banker - R-38211Exton, Pennsylvania$20.67–$31.25Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerExton, PA$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Personal Banker KeyCorpPersonal BankerDowningtown, PA$20.67–$31.25 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.