Senior Director, National Accounts-Broker-Dealer The Vanguard GroupSenior Director, National Accounts-Broker-DealerMalvern, PennsylvaniaDevelops, maintains and broadens home office intermediary relationship through regular and constant contact with business leading analysts, investment committees, due diligence professionals, marketing, sales desks and business gatekeepers and thoroughly understands the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, keys goals and challenges, etc.) and acts as a trusted advisor/consultant in creatively matching need with Vanguard products and services. The Senior Director, National Accounts for the Broker Dealer Channel, is responsible for managing and expanding strategic home office relationships with key broker-dealer firms to drive sales of the company’s financial products and services.
Financial Advisor - Downingtown, PA The Toronto-Dominion BankFinancial Advisor - Downingtown, PADowningtown, PA$61,880–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Registered Client Service Associate-West Conshohocken, PA Raymond James Financial IncRegistered Client Service Associate-West Conshohocken, PAConshohocken, PAS65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Senior Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateWilmington, DelawareParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
PWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociateWest Conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
VP, Demand Generation BE GroupVP, Demand GenerationPhiladelphia, PennsylvaniaDeep, hands-on expertise in HubSpot Marketing Hub — workflows, lead scoring, smart content, landing pages, forms, and reporting dashboards. acquisition, expand Asset-Map's visibility across both traditional and AI-powered search, and build a measurable pipeline that turns prospects into long-term subscribers.
Financial Advisor - Downingtown, PA TD BankFinancial Advisor - Downingtown, PADowningtown, PennsylvaniaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewTax Manager - Private Wealth DeloitteTax Manager - Private WealthPhiladelphia, PA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewTax Manager - Insurance Tax DeloitteTax Manager - Insurance TaxPhiladelphia, PA$100,350–$205,000 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. 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.
Client Associate Wells Fargo & CoClient AssociateWayne, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
NewHead of Wealth Administration & Client Service M&T Bank CorpHead of Wealth Administration & Client ServiceWilmington, DE$221,300–$368,900 / yearEducation and Experience Required: Bachelor's degree in Business, Finance, Economics, or related field and a minimum of 13 years' broad-based banking experience, inclusive of multiple businesses or a combination of sales and support functions, or in lieu of a degree, a combined minimum of 17 years' higher education and/or work experience, including a minimum of 13 years' broad-based banking experience, inclusive of multiple businesses or a combination of sales and support functions. Work with Wealth Senior Leadership Team (SLT) and Market Managers to contribute to strategy development, new initiatives, and special projects with the goal of delivering the full range of Wealth solutions to clients and communities, drive innovation to advance and evolve the sales culture to improve profitability, as well as develop and implement plans for broader operational infrastructure of systems and processes to support growth and profitability.
Patient Financial Nav Advisor Cooper University Health CarePatient Financial Nav AdvisorCamden, NJPFNA will educate and provide patient with a clearly defined estimate of the patient's financial responsibility for all services, including office visits, testing, diagnostic studies, surgeries and procedures via phone, written correspondence and MyChart communication. Minimum 3 years of experience in healthcare revenue cycle registration, health insurance, patient financial responsibility and point of service collections, working specifically with health insurance plans.
NewAssociate Relationship Manager | Internal Wholesaler, Clark Capital Raymond James Financial IncAssociate Relationship Manager | Internal Wholesaler, Clark CapitalPhiladelphia, PAClark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Associate Relationship Manager | Internal Wholesaler Raymond James Financial IncAssociate Relationship Manager | Internal WholesalerPhiladelphia, PAClark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
NewSales Development Representative Vanguard GroupSales Development RepresentativePaoli, PAWe've gained a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies) with a consultative approach that employs industry-leading investment products, tools, and resources to ensure consistent, long-term business performance. 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.
Vice President, Product Marketing - Private Wealth Hamilton Lane AdvisorsVice President, Product Marketing - Private WealthConshohocken, PennsylvaniaWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Define and own the positioning framework for Hamilton Lane's private wealth product suite, including evergreen funds, interval funds, and co-investment solutions, that clearly articulate the investment case, competitive differentiation, and portfolio fit for a wealth audience.
Vice President, Product Marketing - Private Wealth Hamilton Lane IncVice President, Product Marketing - Private WealthConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Your responsibilities will be to: Define and own the positioning framework for Hamilton Lane's private wealth product suite, including evergreen funds, interval funds, and co-investment solutions, that clearly articulate the investment case, competitive differentiation, and portfolio fit for a wealth audience.
Senior Client Services Associate WSFS BankSenior Client Services AssociateBerwyn, Pennsylvania$53,744–$88,290.50Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and Financial Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork. General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems; Must have 5-7 years of experience in administrative client service required.
Financial Solutions Advisor-Lionville Financial Center Bank of America CorpFinancial Solutions Advisor-Lionville Financial CenterExton, PAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Paoli Financial Center Bank of America CorpFinancial Solutions Advisor - Paoli Financial CenterPaoli, PAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.