NewPremier Client Banker - PNC Wealth Management PNC Financial Services GroupPremier Client Banker - PNC Wealth ManagementDoylestown, 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.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Exton, PA$100,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementPhiladelphia, PAIn 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.
NewTax Senior Manager, DT&I (State and Local Tax) bdo consultingTax Senior Manager, DT&I (State and Local Tax)Philadelphia, PA$205,000–$225,000 / yearThe Tax Digital Transformation & Innovation (DT&I) Product Management Senior Manager manages the product lifecycle for proprietary technology solutions supporting the tax practice and delivery of services to clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhiladelphia, PA$146,000–$200,000 / yearA Tax Senior Manager, 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.
NewState Government Finance and System Project Manager bdo consultingState Government Finance and System Project ManagerWilmington, DE$120,000–$165,000 / yearThe Project Manager manages client relationships, directs cross-functional project teams, and ensures the successful delivery of varying client-side milestones across multiple simultaneous or sequential engagements. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewSalesforce Product Owner / Product Manager AxelonSalesforce Product Owner / Product ManagerMalvern, PA$67–$70 / hourProven expertise in preparing BRDs, SRS, Functional Specifications, Gap Analysis, and Solution Design Documents. Collaborate with Salesforce architects, developers, and administrators to design scalable solutions.
NewCitizens Banker - Bilingual - Chinese Required CitizensCitizens Banker - Bilingual - Chinese RequiredPhiladelphia, PAMeaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantArdmore, PAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.
NewTax Senior Associate- HNW, LLCs, Partnerships Caliber Recruiting GroupTax Senior Associate- HNW, LLCs, PartnershipsPhiladelphia, PAB.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus. The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.
NewSr. Investment Research Analyst Waldron Private WealthSr. Investment Research AnalystWayne, PAInvestment Research Analyst to conduct research on the economy and markets, perform due diligence on new and existing opportunities within both public and private markets, and drive the communication of key market events, investment outlooks, and asset allocation and investment decisions to the advisory staff. Execute the due diligence process for new and existing investment strategies, working with team members to complete relevant reporting and communicating analysis of potential investments.
Wealth Solutions Product Manager Orion Advisor SolutionsWealth Solutions Product ManagerPhiladelphia, PA$104,855–$162,413 / yearAbout this Opportunity: As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. Recommended Skills: Business Intelligence (BI), Client-Centric, Data Analysis, Data Warehousing (DW), Effective Communication, Innovation, Management Reporting, Technical Proficiency, Time Management, Work Collaboratively.
Asset & Wealth Management - Tax Senior Manager PwCAsset & Wealth Management - Tax Senior ManagerPhiladelphia, PA$124,000–$335,000 / 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. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerPhiladelphia, PA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. 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 .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PwCAsset & Wealth Management - Renewable Energy Tax Senior ManagerPhiladelphia, PA$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Manager of Wealth Services Relationship Management Univest Financial CorporationManager of Wealth Services Relationship ManagementKing of Prussia, PennsylvaniaYou’ll also partner closely with other teams to support business growth, strengthen client relationships, and ensure our advisors are equipped to deliver exceptional financial guidance. At Girard , a Univest Wealth Division , we’re looking for a thoughtful, experienced leader to join us as our Manager of Wealth Services Relationship Management .
Premier Client Regional Sales Manager - PNC Wealth Management PNC BankPremier Client Regional Sales Manager - PNC Wealth ManagementPhiladelphia, PennsylvaniaThis 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. 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.
Wealth Solutions Product Manager OrionWealth Solutions Product ManagerPhiladelphia, Pennsylvania$104,855–$162,413 / yearAs a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs.
Audit Engagement Manager - Wealth Management The Vanguard GroupAudit Engagement Manager - Wealth ManagementMalvern, PennsylvaniaIn this role you will oversee risk-based audit and consulting engagements across the Investment Lifecycle, including front (investment/portfolio management), middle (investment operations), and back (fund accounting and oversight) office. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Manager, Wealth Business Controls - Mount Laurel, NJ TD BankManager, Wealth Business Controls - Mount Laurel, NJMount Laurel, New JerseyTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.