Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystPittsburgh, 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
NewPNC Wealth Management Development Program Associate PNC BankPNC Wealth Management Development Program AssociatePittsburgh, PennsylvaniaIn 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. PNC 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.
Relationship and Operations Associate Carson Group Holdings LLCRelationship and Operations AssociatePittsburgh, PA$55,000–$67,500 / yearPart timePartner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
CSI Investment Assistant II- Pittsburgh, PA Citizens Financial Group IncCSI Investment Assistant II- Pittsburgh, PAPittsburgh, PAYou will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisors book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeCanonsburg, PA$17.80–$22.60 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Investment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Work Experience .
New["Client Services Representative","Client Services Representative"] Cetera Financial Group["Client Services Representative","Client Services Representative"]Canonsburg$17.80–$22.60 / hourCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Senior Director, Compliance (Wealth Services) The Bank of New York Mellon CorpSenior Director, Compliance (Wealth Services)Pittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Lead advisory compliance coverage for BNY's Managed Account Solutions' business, which provides an integrated platform for multi-asset portfolios.
NewClient Relationship Analyst Morgan StanleyClient Relationship AnalystPittsburgh, PennsylvaniaOur 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. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
NewPNC Wealth Management Summer Intern PNC BankPNC Wealth Management Summer InternPittsburgh, PennsylvaniaPNC 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Administrative Assistant Hill, Barth & KingAdministrative AssistantWarrendale, PennsylvaniaWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.
Senior Vice President, Accounting The Bank of New York Mellon CorpSenior Vice President, AccountingPittsburgh, PAResponsible for significant corporate activities including earnings per share (EPS), restricted stock accounting, capital transactions, including dividend declarations and distributions, legal entity governance, organizational restructurings, and other critical transactions. To be successful in this role, we're seeking the following: This role has no direct reports, but provides day-to-day leadership, guidance, and review of work performed by less experienced team members.
Technical Product Lead, Commercial Banking Deloitte Touche Tohmatsu LtdTechnical Product Lead, Commercial BankingPittsburgh, PA$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
Traveling Financial Experience Advisor - Based in Brentwood Clearview Federal Credit UnionTraveling Financial Experience Advisor - Based in BrentwoodBrentwood, PennsylvaniaYou'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events. This position is based in the Brentwood Financial Center and will travel to the following Financial Centers as necessary; Pleasant Hills, Shadyside, South Fayette Township Clearview values diversity in its workforce.
Associate Director Inizio Partners CorpAssociate DirectorPittsburgh, PennsylvaniaThe ideal candidate will bring a strong Big 4 audit or consulting background, proven leadership in complex regulatory programs, and the ability to advise senior client stakeholders while building high performing teams and scalable solutions. We are seeking a seasoned consulting professional at the Senior / AVP level to lead and grow our Regulatory Reporting and Risk Consulting practice for Banking and Financial Services (BFS) clients globally.
Wealth Management Client Relationship Consultant TIAAWealth Management Client Relationship ConsultantPittsburgh, PennsylvaniaWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
NRO Assistant General Manager - Travel Required Raising Cane'sNRO Assistant General Manager - Travel RequiredPittsburgh, PA$57,500–$65,000 / yearFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The Growth Assistant Restaurant Leader is an Assistant Restaurant Leader with Raising Cane’s that is also responsible for supporting new restaurant openings (NRO) by providing oversight of the training team and supporting their development.
Associate Transition Manager & Trainer NewEdge Capital GroupAssociate Transition Manager & TrainerPittsburgh, PennsylvaniaAssist advisor teams with escalation items and navigational support for advisory and brokerage needs in the Fidelity NFS and IWS systems – all aspects of account administration, custodial operation support and platform support. The Associate Transition Manager at NewEdge Securities is responsible for developing, delivering, and maintaining training programs related to account transitions, operational processes, and the Wealthscape platform.
IT Vendor Financials & Contract Manager Deloitte Touche Tohmatsu LtdIT Vendor Financials & Contract ManagerPittsburgh, PA$93,000–$171,000 / yearThis position requires a leader who can influence stakeholders within a matrixed organization, drive accountability with external partners, and continuously evolve vendor management capabilities to support enterprise growth and innovation. In this role, you will lead strategic IT vendor management initiatives that support the Deloitte US Firm and critical enterprise technology programs across Cyber, Product Engineering, Infrastructure, and Customer Experience.
Project Delivery Specialist II - Fund Reporting and Treasury Specialist II Deloitte Touche Tohmatsu LtdProject Delivery Specialist II - Fund Reporting and Treasury Specialist IIPittsburgh, PA$86,700–$170,900 / 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.