Regulatory External Data Services Product Delivery Senior Associate JPMorgan Chase Bank, N.A.Regulatory External Data Services Product Delivery Senior AssociateWilmington, DEFull timeYou will ensure successful product delivery by collaborating closely with business owners, other products, and cross-functional teams, including developers, design/architecture, and data owners. Your role will be pivotal in managing reporting that is materially accurate, complete, and timely for external data filings required to comply with and fulfill regulatory, financial, external, and legal obligations impacting critical bank filings/submissions.
Financial Analysis, Associate - Chase Auto Corporate Development Finance JPMorgan Chase Bank, N.A.Financial Analysis, Associate - Chase Auto Corporate Development FinanceWilmington, DEFull timeThis includes upside sensitivities showing projected profit if deals perform as expected, as well as downside risk sizing for potential "black swan" events such as economic hardship or car maker specific challenges. As an Associate Financial Analysis in the Chase Auto Corporate Development Finance Deal Team, you will evaluate partnership opportunities and support negotiations by modeling economics, risks, and returns.
NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Willingboro, 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.
NewTax Managing Director, Private Client Services Bdo ConsultingTax Managing Director, Private Client ServicesPhiladelphia, PA$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Financial Solutions Advisor Registration Candidate - Mid-Ohio Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Mid-Ohio MarketWest Chester, PennsylvaniaWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
NewManaging Director, Transaction Advisory Services (M&A Tax) Bdo ConsultingManaging Director, Transaction Advisory Services (M&A Tax)Philadelphia, PA$300,000–$450,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies.
Financial Systems Director - Close & Consolidation Envestnet IncFinancial Systems Director - Close & ConsolidationBerwyn, PA$138,500–$173,100 / yearOwn ASC 606 revenue recognition program across all lines of business: govern the existing automated engine (Tamarac, PC - automated, 300+ tests, penny-perfect) and extend to MoneyGuide and future LOBs. By combining deep technical expertise with business insight, they drive continuous improvement in how financial processes are executed-making it an exciting space for those who enjoy solving complex problems at the intersection of finance and technology.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Philadelphia, PA$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Financial Services Representative - State Farm Agent Team Member Dawn Moore Jones - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWilmington, DEFull timeROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Dawn Moore Jones, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Sr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred) NTT DATA Group CorpSr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred)King of Prussia, PA$87,720–$131,580 / yearNTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. We are one of the world''s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services.
NewPortfolio Strategy Lead VMO VP BarclaysPortfolio Strategy Lead VMO VPWilmington, DEExecution of market research to understand customer needs, pain points, and emerging trends to support the analysis of profitability, market size and positioning for new products compared to existing offerings, and to identify opportunities for diversification to gain a competitive advantage. Collaboration with stakeholders across departments and teams including marketing, sales, technology, engineers, designers etc to generate innovative and feasible product ideas and prototypes for testing aligned with customer needs and strategic goals.
Director, Transaction Advisory Services // Financial Services Portage Point PartnersDirector, Transaction Advisory Services // Financial ServicesPhiladelphia, PA$550,000–$800,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.
Federal Tax Services Intern - Financial Services - Winter 2027 RSMFederal Tax Services Intern - Financial Services - Winter 2027Blue Bell, PA$34–$40 / hourExamples of the candidate's responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
Tax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesPhiladelphia, PA$78,625–$160,750 / yearThe 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. 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.
Financial Planning Reporting Operations Rockefeller Capital ManagementFinancial Planning Reporting OperationsHamilton, New Jersey$85,000–$125,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Over time, the analyst will cross-train on Solovis Risk Pro (formerly Venn by Two Sigma), the firm's portfolio analytics and risk platform, expanding their expertise across financial planning, reporting, and investment technology solutions.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsPhiladelphia, PA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Financial Solutions Advisor-Greater Philadelphia Market Bank of America CorpFinancial Solutions Advisor-Greater Philadelphia MarketWilmington, DEKey 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. Back to search results Financial Solutions Advisor-Greater Philadelphia Market Wilmington, Delaware; West Chester, Pennsylvania Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Coordinator, Student Financial Services University of DelawareFinancial Coordinator, Student Financial ServicesNewark, DEThe Financial Coordinator serves as the primary financial liaison between campus departments and internal stakeholders, facilitating clear communication, resolving discrepancies, and supporting the efficient administration of refunds and third-party billing operations. Lead the review and resolution of student refund inquiries from TDX, SFS Team and shared tracking tools, partnering with Accounts Payable and Finance to resolve issues efficiently and improve processing timelines.
Services Global Solution Sales Senior Manager, Industrials - Director Citigroup IncServices Global Solution Sales Senior Manager, Industrials - DirectorNew Castle, DE$200,000–$300,000 / yearCiti is seeking a Services Solution Sales Senior Manager to lead senior-level client relationships and drive new business growth across a portfolio of North America-headquartered Industrials clients, operating within a global business that serves clients across 94 markets in Payments, Liquidity, Trade, and Securities Services. Advise clients at a senior level on complex cash management, liquidity, trade finance, and working capital solutions, acting as a trusted strategic partner across their global operations.
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)Philadelphia, 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.