Internal Alternative Investment Sales Specialist SEiInternal Alternative Investment Sales SpecialistPennsylvaniaThis role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class. 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.
Client Experience Director Cerity PartnersClient Experience DirectorWest Conshohocken, PennsylvaniaThe ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals while having a strong understanding of Wealth Management concepts including, financial planning, tax and estate planning, risk management, private and public markets. The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firm's growth initiatives.
Wealth Management Advisor JKS FinancialWealth Management AdvisorPittsburgh, PAFull timeThe Wealth Management Advisor role combines financial planning and business development, giving advisors the opportunity to build their own practice by cultivating relationships, expanding their professional network, and providing long-term financial security to their client base. Thought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients.
Private Banker II S&T BankPrivate Banker IIPennsylvaniaMeasurable proven track record of financial product sales: consumer loans, wealth management solutions and deposit products to high net worth individuals along with an established network of strong connections with COI to generate solid referral opportunities. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Wealth Planning Analyst Rockefeller Capital ManagementWealth Planning AnalystPhiladelphia, PennsylvaniaFull 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. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.
NewSenior Content Strategist, Thought Leadership Vanguard GroupSenior Content Strategist, Thought LeadershipMalvern, PALeads the development of thought leadership, communications, and content strategies on a range of subjects, including Vanguard investment philosophies, products and services, financial planning, markets and the economy, regulatory matters, portfolio construction and theory, and strategic business initiatives. Oversees content portfolios across business priorities and channels, leveraging research, analytics, and stakeholder insights to identify content opportunities, coordinate editorial priorities, optimize content effectiveness, and drive activation across audiences and platforms.
CNB Bank, Wealth Partner CNB BankCNB Bank, Wealth PartnerState College, PAAbility to communicate clearly with clients verbally and in writing and have confidence in distilling sophisticated topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice. To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below: 4-year degree in related field or equivalent combination of education and/or experience.
NewClient Experience Director Cerity Partners LLCClient Experience Directorwest conshohocken, PA$100,000–$130,000 / yearThe ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals while having a strong understanding of Wealth Management concepts including, financial planning, tax and estate planning, risk management, private and public markets. The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firm's growth initiatives.
Navy Contracting Systems Specialist - Acquisition SME IT Partners,IncNavy Contracting Systems Specialist - Acquisition SMEMechanicsburg, PAIT Partners, Inc. (ITP) is seeking qualified personnel to support the Naval Supply Systems Command (NAVSUP) 02 Program Management Office in delivering Program Management Support Services for acquisition systems including ePS, ITIMP, SPS , and interconnected Navy/DoD enterprise systems. Coordinating with internal/external stakeholders, including PMs, product owners, financial personnel, BSC, NWSS, DASN(P), PMW 250, and system interface partners.
Wealth Analyst CorientWealth AnalystWayne, PennsylvaniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
NewClient Strategies Specialist The Penn Mutual Life Insurance CompanyClient Strategies SpecialistPA$110,000–$125,000 / yearThe Client Strategies Specialist supports financial professionals in building and developing planning-centric wealth management businesses by creating comprehensive financial plans, coordinating integrated client strategies, and helping deliver a high-quality client and advisor experience. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.
New Product Planner Globus Medical Inc.New Product PlannerAudubon, PAWorking with Product Development and the Purchasing Team to get quotes for all parts prior to the MIP; Facilitating DFM (Design for Manufacturing) with the selected vendors to confirm capability and any necessary design changes prior to the DCO's are processed. Working with Product Development/Marketing to develop Market Introduction Plans (MIP's), work with supply chain planning group to assess competing priorities and participate in Pre-MIP and MIP approval process.
Inventory Buyer/Planner Westinghouse NuclearInventory Buyer/PlannerWarrendale, PA$64,800–$81,000 / yearKey Responsibilities: Build value-adding relationships with internal customers and important working organizations including Customer Service, Project Engineering, Product Engineering, Manufacturing, and Finance by communicating openly and respectfully to create dialogue. At Westinghouse, we recognize that our employees are our most valuable asset and we seek to identify, attract and recruit the most qualified talent while recognizing and encouraging the value of diversity in the global workplace.
NewMaster Production Planner Sharp Services LLCMaster Production PlannerAllentown, PAThe Master Production Planner is responsible for utilizing QAD and Preactor to create and maintain a constrained Master Production Plan (MPP) while managing the appropriate planning horizon for all assigned Finished Goods and Work In Progress production requirements. Creates a capacity constrained daily Master Production Plan (MPP) that satisfies customer demand with optimum resource utilization, as dictated by company policy; and to be used for detailed material/capacity planning and financial planning.
Demand Planner, NNA MSA SafetyDemand Planner, NNACranberry Township, PennsylvaniaCollect past & future demand factors (distribution gains/losses, price changes, new/discontinued products and promotion plans, for example) from sales and marketing and forecast/model their impacts on the current demand plan. Influence and collaborate with key partners in marketing, sales (field sales, corporate sales managers and directors) and finance and address input gaps as identified by forecast error, bias and volatility review and other means.
Master Production Planner Sharp Packaging ServicesMaster Production PlannerAllentown, PennsylvaniaThe Master Production Planner is responsible for utilizing QAD and Preactor to create and maintain a constrained Master Production Plan (MPP) while managing the appropriate planning horizon for all assigned Finished Goods and Work In Progress production requirements. Creates a capacity constrained daily Master Production Plan (MPP) that satisfies customer demand with optimum resource utilization, as dictated by company policy; and to be used for detailed material/capacity planning and financial planning.
Wealth Advisor Cerity PartnersWealth AdvisorWest Conshohocken, PennsylvaniaThe Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies.
Medical Planner Perkins WillMedical PlannerPhiladelphia, PA$93,700–$124,800 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Professional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation.
Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls United Placement GroupSenior & Retirement Financial Advisor - Pre-Set Appointments, No Cold CallsHarrisburg, PAAre you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
Case Manager/Discharge Planner- PRN Helen M. Simpson Rehabilitation HospitalCase Manager/Discharge Planner- PRNMechanicsburg, PennsylvaniaResponsibilities: The Case Manager is responsible for the coordination of health care decisions by using a systematic approach to assure treatment plans that improve quality and outcomes, coordination of care across the continuum; promotion of cost-effective care within the allotted time frame; assuring payments of hospital-based services meeting patient-related utilization management criteria, and implementation of safe and appropriate discharge plans. Our Inpatient Rehabilitation Hospital is committed to providing exceptional and compassionate care to best address the medical, physical, emotional, and vocational challenges for individuals with brain injuries, spinal cord injuries, neurological disorders, orthopedic issues, amputation, and multiple traumas.