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.
Senior Compliance Officer, Investments Compliance American International GroupSenior Compliance Officer, Investments CompliancePhiladelphia, PAWorking knowledge of NY, DE and PA U.S. State insurance investment regulation, along with NAIC Model Laws - Investments of Insurers Model Act; background understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940 is a plus. The base salary range for this position in New York, NY is $163,000-204,000, in New Jersey and Boston MA is $160,000-$200,000, and $159,000-$199,000 in Chicago, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.
PWM Director of Investments Morgan StanleyPWM Director of Investmentswest conshohocken, PAThe Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. Our 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.
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.
Technical Product Manager, Investment Book of Record (IBOR), Specialist The Vanguard GroupTechnical Product Manager, Investment Book of Record (IBOR), SpecialistMalvern, PennsylvaniaYou will focus on monitoring and optimizing existing products, troubleshooting complex issues, and implementing enhancements that maintain stability and scalability, while aligning technology delivery with business objectives to support enterprise-wide impact. Leads technical product management activities for multiple technical products, or one strategic technical product within IBOR, ensuring alignment with portfolio accounting and investment operations workflows.
Investment Consultant, Specialist Vanguard GroupInvestment Consultant, SpecialistMalvern, PAThe specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination, and execution leadership required to achieve client objectives while continuously advancing Vanguard's transition consulting capabilities, operating infrastructure, and differentiated client offering. The role also acts as a go-to investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence and implementation guidance, while contributing to the evolution of Vanguard's transition consulting capabilities and mentoring junior crew members to strengthen investment expertise.
Technical Lead, Application Engineering (Investment/Risk) Vanguard GroupTechnical Lead, Application Engineering (Investment/Risk)Wayne, PAHighly preferred: Strong knowledge of investment management processes, investment data, portfolio analytics, risk management, and investment systems, with the ability to combine technical and business expertise to deliver effective solutions for Investment Management business needs. This role requires sound technical judgment to evaluate trade-offs, manage technical risks and dependencies, perform root cause analysis, ensure high-quality deliverables, and guide teams through complex technology decisions.
Senior Associate, Investment Management Publicis Groupe SASenior Associate, Investment ManagementPhiladelphia, PA$50,065–$66,360 / yearResponsibilities Your Impact: You will have a strong understanding of the overall media marketplace and partner landscape You will have deep understanding of agency investment tools You will bring a basic understanding of partnership opportunities, deals and terms You will bring a basic understanding of agency Terms + Conditions and media partner contracting process Day-to-Day You will be responsible for the oversight and accuracy of campaign set-up and stewardship in agency media buying platform You will be accountable for accuracy of Insertion Orders sent to media partners You will be accountable for on-budget delivery of media investment You will be accountable for the actualization and reconciliation of media investment You will be responsible for reconciling invoices, client media billing reports, partner payment mitigation and resolution. You will be responsible for the development and delivery of Marketplace Value workbooks You will be responsible for campaign closures You may be responsible for training and mentoring of Associates Qualifications Minimum of 18 months - 2+ years media planning or buying experience 1+ years experience using MS excel (can perform complex functions) 6 months - 1+ years media investment systems and tools (Mediaocean) Optional: HCP/Pharma media planning and media strategy experience Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger.
Financial Advisor, Truist Investment Services, Bristol, PA Truist BankFinancial Advisor, Truist Investment Services, Bristol, PABristol, PennsylvaniaGeneral 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
Financial Analysis Senior Associate - Card Acquisitions Investments JPMorgan Chase Bank, N.A.Financial Analysis Senior Associate - Card Acquisitions InvestmentsWilmington, DEFull timePerform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Consumer Investments - Financial Services Representative I (Pennington, NJ) Bank of America CorpConsumer Investments - Financial Services Representative I (Pennington, NJ)Pennington, NJ$25–$27 / hourThis 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Senior Accountant, Investments TMNA ServicesSenior Accountant, InvestmentsBala Cynwyd, PennsylvaniaTokio Marine North America Services (TMNAS) provides professional support services to Tokio Marine Group companies in the United States, including Tokio Marine America, First Insurance Company of Hawaii, and Philadelphia Insurance Companies. Essential Job Functions: -Support the investment accounting process of TMNAS, specifically as it relates to IFRS, GAAP, STAT and Management reporting and works closely with internal/external auditors and other financial professionals.
Investment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrPhiladelphia, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Business Analytics Lead Senior - Investment Data & Innovations The PNC Financial Services Group IncBusiness Analytics Lead Senior - Investment Data & InnovationsPhiladelphia, PA$91,000–$202,800 / yearAs a Business Analytics Lead Senior within PNC''s Investment Data and Innovation organization, you will be based in Pittsburgh, or Philadelphia, PA; Cleveland, OH; Tyson''s Corner, VA; or Washington, D.C. Key Responsibilities: Lead the development of a centralized investment data warehouse, delivering a governed single source of truth for investment data that supports multiple functions or business units. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Associate Investment Advisor The PNC Financial Services Group IncAssociate Investment AdvisorPhiladelphia, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
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.
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.
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.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsKing Of Prussia, PACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Private Equity and Investment Funds Content Specialist Troutman Pepper Hamilton SandersPrivate Equity and Investment Funds Content SpecialistPhiladelphia, Pennsylvania$140,000–$180,000 / yearWorking closely with practice group leadership, attorneys, and the business development team, the Private Equity and Investment Funds Content Specialist is responsible for developing high-quality content and thought leadership that positions Troutman Pepper Locke's PE group as a dominant voice in the market. The Private Equity Investment Funds Content Specialist also supports broader copywriting needs, including requests for proposals, pitch opportunities, and legal and industry trend research, and ensuring that matter descriptions are accurately captured and maintained.