NewJunior Advisor - Financial Services SUMMIT FINANCIAL GROUP INCJunior Advisor - Financial ServicesDublin, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Student Financial Services Manager Arcadia UniversityStudent Financial Services ManagerGlenside, PAFull timeAble to professionally communicate via written correspondence, telephone or video, online media, and face to face, and tailoring the message appropriately to the medium used and the audience (example: supervisor, coworker, parent, student, other University employees).Customer Service: Able to work professionally and positively with prospective students, current students, parents, high school representatives and university employees. Understanding of compliance with federal and state regulations as related to student accounts receivableUnderstanding of compliance with Generally Accepted Accounting Principles (GAAP)Excellent written, communication, and interpersonal skillsAbility to prioritize and manage multiple tasks concurrentlyMinimum Qualifications:A bachelor's degree and at least 5 years of experience in the field or related field.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociatePhiladelphia, PA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
NewClient Associate - Financial Services SUMMIT FINANCIAL GROUP INCClient Associate - Financial ServicesDublin, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatPhiladelphia, PA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. 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.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATPhiladelphia, PA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. 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.
Solutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial ServicesPennsylvania, PARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS) Vanguard GroupSenior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)Malvern, PATranslate Strategy into Targets: Partner with Distribution Strategy, Finance, Sales leadership, and other internal partners to connect enterprise, divisional, and channel-level priorities to practical goals for advisor-facing teams. As the Senior Strategy Analyst for Goal Setting within our Financial Advisor Services (FAS) business, you will support the annual sales goal-setting process that helps translate business strategy into measurable expectations for our sales teams.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Supervisor, Financial Services Temple University Health SystemSupervisor, Financial ServicesPhiladelphia, PA402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true'',''Supervisor, Financial Services'',''261970'',''!*!Supervises the financial, credit, debt management counseling, insurance verification and eligibility and education services processes. '',''Pennsylvania-Philadelphia'',''Pennsylvania-Philadelphia'',''Finance'',''Finance'',''Full-time'',''Full-time'',''Day Job'',''Day Job'',''Regular'',''Regular'',''false'',''402213'',''402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true''.
Cyber Compliance Manager (Financial Services) RSMCyber Compliance Manager (Financial Services)Philadelphia, PA$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
Facilities Cleaner - Lincoln Financial Field - Lincoln Financial Field - Facility Services Aramark Corp.Facilities Cleaner - Lincoln Financial Field - Lincoln Financial Field - Facility ServicesPhiladelphia, PAAs a Custodial Services worker on our team, you'll take on the important job of keeping our operations and locations clean, so that our customers can stay happy and healthy. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
Financial Services Representative, College Graduate - Greenville, DE FidelityFinancial Services Representative, College Graduate - Greenville, DEGreenville, DelawareRemoteCustomer Service 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. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity.
Financial Services Representative - State Farm Agent Team Member Bill Weychert - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberConshohocken, PAFull timeBill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection. In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.
Financial Services Sales Representative - Annuities Lincoln National CorpFinancial Services Sales Representative - AnnuitiesRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Services Sales Representative - MoneyGuard Lincoln National CorpFinancial Services Sales Representative - MoneyGuardRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesPhiladelphia, PAThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
BIS - Financial Services Operations Analyst City National BankBIS - Financial Services Operations AnalystNewark, DERemote$20.28–$30.42 / hourSpecific roles will include, but not limited to:• Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients• Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses• Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay• Client Onboarding, Client Maintenance, Client Statements• Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:• Cross-asset and cross-product investments• Management of real time risk, reporting, and escalation• High Profile and High Net Worth Client and Advisor service• Data driven approach to safety, soundness, planning, and forecasting• Future technologies, and change management practice to implementation. The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds.
Business Development Director - Financial Services EPAM Systems IncBusiness Development Director - Financial ServicesPhiladelphia, PAYou will operate as a market-facing industry seller with strong fluency in financial services, including capital markets, banking, asset & wealth management and fintech, leveraging a deep understanding of sector trends, challenges and buying behavior to identify, engage and convert new enterprise clients. In this role, you will be responsible for driving net new logo acquisition within the financial services sector across North America, in a pure new revenue, hunter-focused role concentrated exclusively on generating new business and expanding EPAMs footprint with new clients.
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.