168 Results for

Wealth Manager Jobs in Manayunk, PA

Jobs

New!

Exton, PA3 days ago

$100,000–$135,000 Per Year

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New!

Philadelphia, PA4 days ago

Meaningful 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.

Fruitville, FL7 days ago

Remote

$80,000–$110,000 Per Year

Account Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

New!

Philadelphia, PA4 days ago

Bala Cynwyd, PA30+ days ago

This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience to high net worth individuals and families: enhancing our clients’ lives through alignment of their wealth and what matters most. As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.

Wilmington, Delaware29 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns.

Plymouth Meeting, Pennsylvania30+ days ago

$110,000–$160,000 Per Year

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

Philadelphia, Pennsylvania30+ days ago

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Villanova, PA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.

Kennett Square, PA30+ days ago

Full-time

Radnor, PA14 days ago

In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment. As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages.

Pennington, NJ30+ days ago

Within WMO, the Specialty Operations teams execute and monitor manual and automated processes to accurately move and protect client assets and account information based on special product requirements or legal orders. This role sits within the Legal Operations team, supporting civil legal orders (subpoenas, freeze orders), internal data requests, and deceased account notifications.

New!

Berwyn, PA2 days ago

Full-time

Product excellence & communication – Ensure high-quality, consistent product artifacts—including documentation, roadmaps, and feature communications—effectively convey Tamarac’s value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Philadelphia, Pennsylvania30+ days ago

$77,390–$127,139.75

The primary functions of the ERM program are to ensure an integrated, consistent approach to risk management is in place, provide credible challenge to management's identification and assessment of risks, and to ultimately report risks across the enterprise to Executive Management and the Board of Directors. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Wilmington, DE30+ days ago

$77,390–$127,139.75 Per Year

The primary functions of the ERM program are to ensure an integrated, consistent approach to risk management is in place, provide credible challenge to management’s identification and assessment of risks, and to ultimately report risks across the enterprise to Executive Management and the Board of Directors. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Wilmington, DE30+ days ago

$92,869–$152,569 Per Year

The incumbent will partner closely with first line business leaders, first line wealth risk and compliance, Enterprise Risk Management (ERM), Operational Risk Management (ORM), Legal, Internal Audit, Technology, and regulators to strengthen the control environment, protect clients, and support safe and sound growth. The Compliance Officer serves as a second line of defense oversight leader responsible for providing independent governance, effective challenge, and compliance risk advisory across Wealth Division products, services, and client-facing activities.

Wilmington, Delaware30+ days ago

$92,869–$152,569

New!

Berwyn, PA3 days ago

Full-time

The Senior Product Manager will partner closely with Data Product, Data Science, Engineering, and Integrations teams to ensure insights and AI capabilities are scalable, explainable, and consistently applied across Envestnet experiences including the Envestnet Advisor Portal, MoneyGuide, and Tamarac, as well as external platforms such as CRMs, planning, and other fintech providers. Working in close partnership with the Channel Product Management leader, this role defines priorities, drives delivery, and advances horizontal, platform agnostic features embedded across Envestnet applications and partner ecosystems.

New!

Berwyn, PA3 days ago

Full-time

API Solution Implementation – as needed, work with Open ENV consumers to ensure they are implementing an efficient solution using available best practices; establish and attend regular meetings to answer questions about the implementation; provide sample workflows and Postman collections where required. Problem Analysis and Solution Identification – work with clients, potential clients, strategic technology partners, and internal teams to identify and define robust, scalable, repeatable integration solutions using Open ENV technology.

New!

Berwyn, PA2 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Product launch – establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption.

Berwyn, PA11 days ago

$108,000–$135,000 Per Year
Full-time

How You’ll Contribute   Own Deal Desk operations and pricing governance that supports pricing decisions (approval workflows, escalation thresholds, required documentation, and controls) to improve speed, consistency, and price realization. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

Berwyn, PA10 days ago

$94,600–$118,300 Per Year
Full-time

ENV’s Strategic Sourcing & Procurement team is a highly collaborative, enterprise-focused group that partners closely with executive leaders to help the company move faster, spend smarter, and manage third party risk effectively. In collaboration with internal business partners, drive ongoing supplier relationship management activities including compliance with contracts and service level agreements, periodic business reviews, issue resolution, and completion of third party risk management requirements.

Cherry Hill, NJ30+ days ago

Full-time

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. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

Souderton, Pennsylvania28 days ago

$60,000–$70,000 Per Year

In this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.

New!

King of Prussia, Pennsylvania2 days ago

We’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.

Wayne, PA9 days ago

Full-time

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation. Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.

Newark, DE30+ days ago

Full-time

Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.

Philadelphia, PA30+ days ago

Full-time

Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. 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.

Hockessin, Delaware30+ days ago

$64,491–$105,949.50

Collaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients' long-term aspirations. You are responsible for driving growth, delivering exceptional service, and developing a high-performing team that embodies our commitment to helping clients achieve financial security and prosperity.

Newark, DE30+ days ago

Full-time

As a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Wilmington, DE3 days ago

$64,491–$105,949.50 Per Year

Collaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients’ long-term aspirations. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Wilmington, DE30+ days ago

Full-time

Under general supervision, the Account Manager independently supports and services client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. As an Account Manager on the Wealth Management Advisory team, you will play a key role in supporting complex client relationships through proactive coordination of account administration and client servicing activities.

Bryn Mawr, Pennsylvania30+ days ago

$111,440–$183,082.25

The Business Banker is responsible for end-to-end relationship management, from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance, while actively collaborating with internal and external partners to enhance client value. This position plays a key role in driving business growth by providing expert financial advice and a full-service business banking to include lending, deposit, and non-credit products to support the financial goals of business clients.

Wilmington, Delaware30+ days ago

$90,604–$148,847.50

The Third-Party Risk Management Contracts Manager will support the Director of Third-Party Risk Management in the management, development, maintenance, and governance of the Bank's third-party risk management (TPRM) program. The incumbent will assist with negotiating contract terms with vendors based on business needs and legal guidelines, as well as assist business units in determining vendor specific service level agreements (SLA).

Philadelphia, Pennsylvania30+ days ago

$77,390–$127,139.75

The role is responsible for identifying and escalating customer harm, emerging complaint risks, and systemic issues; ensuring regulatory agency response obligations are met; and leveraging complaint insights to strengthen controls, remediate root causes, and improve customer outcomes. Strong understanding of banking regulations related to complaint handling, including UDAAP, ECOA/Regulation B, EFTA/Regulation E, TILA/Regulation Z, RESPA/Regulation X, TISA/Regulation DD, Regulation CC, Privacy/Regulation P, and related consumer protection laws.

Berwyn, Pennsylvania30+ days ago

$92,869–$152,569

In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Wilmington, Delaware30+ days ago

$92,869–$152,569

The Consumer Sales Enablement Manager is responsible for leading the in field and multi-channel activation, performance support, and ongoing development of frontline sales talent across the entire Consumer Bank, including Retail, Business Banking, Home Lending, Contact Center, and other Consumer-facing business lines. 5-7 years of leadership experience in Consumer Banking or financial services, which may include retail banking, business banking, contact center, lending, or other frontline or sales strategy environments.

Philadelphia, Pennsylvania30+ days ago

$111,440–$183,082.25

The Senior Asset Recovery Relationship Manager (ARRM) will assume the responsibility for the collections/restructuring and relationship management of problem CRE and C&I loans with exposure up to or over $10,000,000 (Level I: up to $1 million; II: up to $5 million; III: up to $10 million; IV: over $10 million) within the real estate or commercial lending portfolio. Maintain regular contact with borrower(s) and/or guarantor(s), recommend and implement legal action with the assistance of outside counsel, if necessary, upon default (i.e. foreclosure, levies, attachments, bankruptcies and ensure proper collection procedures and techniques are followed and documented in accordance with local, state and federal laws and regulations.

Warminster, Pennsylvania21 days ago

$77,390–$127,139.75

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. The Retail Office Manager III will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets.

Philadelphia, Pennsylvania21 days ago

$64,491–$105,949.50

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. This role will oversee activities in order to promote the growth of the branch office and attract new business which includes recognizing opportunities for cross-selling and developing Associates to maximize selling and service skills.

Wilmington, Delaware30+ days ago

$64,491–$105,949.50

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. This role will oversee activities in order to promote the growth of the branch office and attract new business which includes recognizing opportunities for cross-selling and developing Associates to maximize selling and service skills.

Aston, Pennsylvania30+ days ago

$62,918–$103,365.50

This role will oversee activities in order to promote the growth of the branch office and attract new business which includes recognizing opportunities for cross-selling and developing Associates to maximize selling and service skills. The Retail Office Manager II will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets.

Philadelphia, Pennsylvania30+ days ago

$133,728–$219,696.75

In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews. The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic networking with prospects and referral sources (i.e., existing client, CPAs, attorneys, PE firms, investment banks).

Aston, Pennsylvania30+ days ago

$75,502–$124,039

Broomall, Pennsylvania30+ days ago

$75,502–$124,039

The Retail Office Manager III will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets. This role will oversee activities in order to promote the growth of the branch office and attract new business which includes recognizing opportunities for cross-selling and developing Associates to maximize selling and service skills.

Philadelphia, Pennsylvania21 days ago

$48,416–$79,541.75

The Assistant Branch Manager will partner with the Retail Office Manager in directing activities within the branch to accomplish sales and service objectives to enhance customer relationships and attract new customers while maintaining the current customer base. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Wilmington, DE30+ days ago

$111,440–$183,082.25 Per Year

Wilmington, DE30+ days ago

Full-time

As a Product Manager, Senior in the Core Financial Products, Deposit Services, and Fees team, you will lead the strategy for the mass affluent core deposits portfolio, defined based on customers with high deposit and investment wallet. Measurable improvement in mass affluent experience: NPS plan established with prioritized journey fixes; early releases delivered by partner teams and tracked to leading indicators (e.g., friction points, complaints, service outcomes).

Horsham, PA30+ days ago

$100,000–$140,000

You’ll manage client relationships, oversee engagement delivery, and work cross-functionally across Sharp’s integrated model, collaborating with our Accounting & Tax Advisory, Investment Banking, and Wealth Management teams to bring holistic solutions to clients. Our Accounting Advisory practice sits at the intersection of strategy and execution, helping privately held businesses and entrepreneurs strengthen financial operations, improve reporting, and prepare for growth.

Wilmington, DE30+ days ago

$77,390–$127,139.75 Per Year

The role is responsible for identifying and escalating customer harm, emerging complaint risks, and systemic issues; ensuring regulatory agency response obligations are met; and leveraging complaint insights to strengthen controls, remediate root causes, and improve customer outcomes. The Complaints Program Manager leads a team of Complaints Program Specialists and serves as a key compliance partner to Customer Experience, lines of business, Risk Management, Legal, Audit, and senior leadership.

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Wealth Manager Jobs in Manayunk, PA

Tax Manager (Hybrid) - Top 100 CPA firm Jobot

Citizens Banker - Bilingual - Chinese Required Citizens

Account Manager - Sales Sarasota Division

Citizens Banker Citizens

Associate Wealth Advisor Beacon Pointe Advisors LLC

Tax Manager, Private Wealth Baker Tilly Advisory Group, LP

Wealth Advisor III Tompkins Financial Advisors

Senior Wealth Planner Rockefeller Capital Management

J.P. Morgan Wealth Management - Private Client Advisor - Conshohocken, Haverford, Norristown, Villanova, PA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PA JPMorgan Chase Bank, N.A.

Wealth Management Advisor Vista Wealth Solutions

Information Management Analyst – Legal Operations (Wealth Management) Veterans Sourcing Group

Senior Product Manager - Tamarac Envestnet

Wealth ERM Risk Analyst Wsfs Financial

Wealth ERM Risk Analyst WSFS Bank

Compliance Officer - Wealth WSFS Bank

Compliance Officer - Wealth Wsfs Financial

Senior Product Manager - AI Envestnet

Senior Product Manager - Integrations Tamarac Envestnet

Product Manager Envestnet

Pricing Governance Manager Envestnet

Strategic Sourcing and Procurement Manager Envestnet

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cherry Hill, NJ JPMorgan Chase Bank, N.A.

Wealth Advisor Associate Univest Financial Corporation

Wealth Advisor Univest Financial Corporation

Wealth Planning Strategist Waldron Private Wealth

Wealth Management Solutions, Trust & Estates, Trust Officer - VP JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Client Service Group Manager, Vice President JPMorgan Chase Bank, N.A.

Retail Office Manager Wsfs Financial

JPMorgan Wealth Management Securities Based Lending Analyst JPMorgan Chase Bank, N.A.

Retail Office Manager WSFS Bank

Account Manager, WM Advisory Northern Trust

Business Banking Relationship Manager III- Philadelphia Main Line, PA Wsfs Financial

Third Party Risk Management Contracts Manager Wsfs Financial

Complaints Program Manager Wsfs Financial

Commercial Banking Relationship Manager Wsfs Financial

Consumer Sales Enablement Manager Wsfs Financial

Senior Asset Recovery Relationship Manager Wsfs Financial

Experienced Retail Office Manager III Wsfs Financial

Experienced Retail Office Manager II Wsfs Financial

Retail Office Manager II Wsfs Financial

Retail Office Manager II- Delaware County Wsfs Financial

Senior Relationship Manager - Middle Market Banking Wsfs Financial

Retail Office Manager III- Delaware County Wsfs Financial

Retail Office Manager III- Broomall, PA Wsfs Financial

Experienced Assistant Branch Manager Wsfs Financial

Business Banking Relationship Manager III- Philadelphia Main Line, PA WSFS Bank

Product Manager Senior - Mass Affluent Core Deposits Strategy JPMorgan Chase Bank, N.A.

Manager, Accounting Advisory Sharp Financial

Complaints Program Manager WSFS Bank

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