NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementWilmington, DEIn 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 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 ManagementWilmington, DE$75,000–$125,000 / yearp/>Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. 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.
NewCitizens Banker CitizensCitizens BankerPhiladelphia, 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.
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.
Senior Wealth Management Marketing Manager Orion Advisor SolutionsSenior Wealth Management Marketing ManagerKing of Prussia, PA$91,820–$140,567 / yearAbout this Opportunity: As a Senior Wealth Management Marketing Manager, you will support key stakeholders across the business, including the sales and product teams, to translate objectives and market opportunities into formal, cohesive marketing plans and content plans that differentiate our positioning and achieve revenue growth targets. This position will work closely with sales, product, creative, content, digital execution, and operational teams to drive new client acquisition and existing client growth through the development and delivery of digital marketing campaigns, content and promotions.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & 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 - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerPhiladelphia, PA$124,000–$335,000 / yearp>Innovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & 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.
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerPA$99,000–$266,000 / yearAs a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by 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 Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerPhiladelphia, PA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Manager of Wealth Services Relationship Management Univest Financial CorpManager of Wealth Services Relationship ManagementKing of Prussia, PAYou'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.
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.
Senior Wealth Management Marketing Manager OrionSenior Wealth Management Marketing ManagerPhiladelphia, PennsylvaniaAs a Senior Wealth Management Marketing Manager, you will support key stakeholders across the business, including the sales and product teams, to translate objectives and market opportunities into formal, cohesive marketing plans and content plans that differentiate our positioning and achieve revenue growth targets. This position will work closely with sales, product, creative, content, digital execution, and operational teams to drive new client acquisition and existing client growth through the development and delivery of digital marketing campaigns, content and promotions.
Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncPremier Client Regional Sales Manager - PNC Wealth ManagementWilmington, DE$100,000–$239,200 / yearThis 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.
Tax Manager, Private Wealth Baker Tilly Virchow KrauseLLPTax Manager, Private WealthPhiladelphia, PA$92,000–$146,340 / yearBaker 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. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Wealth Transformation Office Manager M&T Bank CorpWealth Transformation Office ManagerWilmington, DE$170,300–$283,800 / yearCreates alignment among key stakeholders, oversees, and helps ensure appropriate execution and monitoring to achieve desired business outcomes (i.e., shift in operating model to drive efficiency, ensure a seamless experience for the customer across channels, retention, engagement, and cross-sell). The incumbent will lead a team that partners with business leaders from all areas of the Bank o evaluate options, drive trade-off decisions, and develop an investment roadmap that supports the defined strategy and business outcomes.
Consulting Manager - Data Analyst - Wealth & Capital Markets Cognizant Technology Solutions CorpConsulting Manager - Data Analyst - Wealth & Capital MarketsPABy clicking "Accept All", you agree to the storing of cookies on your device to give you the most optimal experience using our website. We may also use cookies to enhance performance, analyse site usage and to personalise your experience.
Compliance Testing Manager (Wealth) The Toronto-Dominion BankCompliance Testing Manager (Wealth)Mount Laurel, NJ$91,000–$136,240 / hourDepth & Scope: Works independently and be accountable for acting as a lead in executing engagements and provides work direction to others on those engagements Considered subject matter expert in Compliance testing methodologies Provides subject matter expertise and/or guidance to various stakeholders and team members Advanced knowledge of external competition, industry and/or market trends in relation to own function/business Scope of role may have enterprise impact Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise Independently performs concurrent multiple reviews and related tasks from end to end May act as highest point of team escalation for resolution and provides direction to resolve issues or escalates Education & Experience: Undergraduate degree or equivalent work experience 7+ years of experience Desired Qualifications: Prior testing, audit or business operations experience in areas involving regulatory compliance. U.S. Compliance Monitoring and Testing Team Summary: U.S. Compliance Monitoring and Testing sits within second line Compliance and is responsible for the execution of independent, risk-based compliance testing and validation activities to assess the effectiveness of operational procedures and controls related to regulatory compliance within business units of TD Bank and its affiliates.
Wealth Transformation Office Manager Wilmington TrustWealth Transformation Office ManagerWilmington, DelawareCreates alignment among key stakeholders, oversees, and helps ensure appropriate execution and monitoring to achieve desired business outcomes (i.e., shift in operating model to drive efficiency, ensure a seamless experience for the customer across channels, retention, engagement, and cross-sell). The incumbent will lead a team that partners with business leaders from all areas of the Bank o evaluate options, drive trade-off decisions, and develop an investment roadmap that supports the defined strategy and business outcomes.
Asset & Wealth Management Investment Product Operations Business Manager JPMorgan Chase & CoAsset & Wealth Management Investment Product Operations Business ManagerDEThis position will report directly to the Lead Business Manager for Investment Product Operations Business Management with dotted line accountability to the Investment Product Operations leadership team within the Asset & Wealth Management Operations organization. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll drive strategic initiatives, optimize global performance, and serve as a trusted advisor to executive leadership.
Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - Philadelphia The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Wealth Management Analyst - PhiladelphiaPhiladelphia, PAOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Tax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthWilmington, DelawareBaker 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.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Advisory Services, Analyst/Associate - Philadelphia The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Advisory Services, Analyst/Associate - PhiladelphiaPhiladelphia, PAOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Goldman Sachs Family Office (GSFO) is in search of a Wealth Advisory Services (WAS) Analyst to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementWilmington, DelawareIn 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.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, 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.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, 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.
Associate, Private Wealth Solutions Hamilton Lane IncAssociate, Private Wealth SolutionsConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Your responsibilities will be to: Partner with external wholesalers to execute the sales strategy for your territory, driving advisor engagement and asset growth across key intermediary channels (wirehouses, independent broker-dealers, RIAs, private banks).
Internal Sales, Private Wealth Solutions Sales Hamilton Lane IncInternal Sales, Private Wealth Solutions SalesConshohocken, PAWhat we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025. Your responsibilities will be to: Partner with external wholesalers to execute the sales strategy for your territory, driving advisor engagement and asset growth across key intermediary channels (wirehouses, independent broker-dealers, RIAs, private banks).
Global Wealth Management UBS Group AGGlobal Wealth ManagementPAOur financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociatePhiladelphia, PAAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Chief Wealth Platform Architect Vanguard GroupChief Wealth Platform ArchitectMalvern, PAThe Chief Wealth Platform Architect for Advice & Wealth Management shapes and evolves the end-to-end platform architecture that supports wealth managers in growing their book and delivering exceptional products and services to clients and their households. Partnering closely with business, product, and engineering teams, the Chief Wealth Platform Architect provides architectural leadership to select and integrate third-party solutions as well as building bespoke capabilities into a unified platform experience.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Philanthropic Strategy Officer, Vice President - Philadelphia The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Philanthropic Strategy Officer, Vice President - PhiladelphiaPhiladelphia, PAOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorBala Cynwyd, PAFour-year college degree required • 2 years relevant experience • Excellent written and verbal communication skills • Strong organizational, analytical, and interpersonal skills • Ability to excel in a fast-paced team environment • Mature self-starter with ability to take ownership of assigned responsibilities • Positive attitude and ability to work collaboratively with colleagues • Proficiency in Microsoft Office applications is a must, with strong Excel skills preferred • Desire to pursue the CFP designation. 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.
Head of Wealth Product Management M&T Bank CorpHead of Wealth Product ManagementRadnor, PA$225,200–$418,200 / yearp>Responsible for managing and identifying new opportunities to meet the product and service demands of the full spectrum of Wealth Management products and services, including for the High Net Worth (HNW), Ultra-High Net Worth (UHNW) and Affluent client segments as well as the Private Banking, Asset Management and Fiduciary channels. This position is responsible for all Wealth Management products, inclusive of Asset Management, Private Banking, Fiduciary Services and Wealth Planning, and incorporating a comprehensive segmentation and growth strategy across the three different Wealth client segments of Affluent, High Net Worth and Ultra-High Net Worth.
Key Account Executive, US Wealth Willis Towers Watson PLCKey Account Executive, US WealthPhiladelphia, PA$150,000–$250,000 / yearWithin the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms - bringing together global research, open-architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes. Atlanta, Georgia, United States Chicago, Illinois, United States Pittsburgh, Pennsylvania, United States Philadelphia, Pennsylvania, United States Stamford, Connecticut, United States New York, United States.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice PresidentNewark, DEAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorMalvern, PAYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Head of Digital Wealth Practice, Personal Wealth Vanguard GroupHead of Digital Wealth Practice, Personal WealthMalvern, PAIn partnership with Personal Wealth Technology and Architecture, you will define and lead the digital strategy for the building blocks of the wealth management practice - including teaming models, referral networks, segment alignment and transitions, householding. Your leadership will shape how frontline crew get insights into their books of business, how and when they engage with their clients and how our systems - client experience, crew experience, marketing, advisory and wealth services - understand the full scope of client relationships.
Recruiting Advisor - Wealth Management The PNC Financial Services Group IncRecruiting Advisor - Wealth ManagementPA$40,000–$116,875 / yearPNC 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. Analytical Approach, Business Acumen, Candidate Sourcing, Decision Making and Critical Thinking, Effective Communications, Employee Selection, Human Resources Consulting, Human Resources Policies, Strategies And Environment, Influencing, Staffing, Hiring, Selection, Workforce Diversity Management.
FINRA Supervisory Specialist Senior - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist Senior - PNC Wealth ManagementCherry Hill, NJ$55,000–$157,300 / yearWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. 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.
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementCherry Hill, NJ$45,000–$142,350 / yearp>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. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
Management Associate, Wealth Advisory Glenmede CorpManagement Associate, Wealth AdvisoryPhiladelphia, PAp>OVERVIEW: The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing for cash and securities transfers, check requests, gifts, deposits, routine and semi-complex client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all of these duties without oversight.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementPhoenixville, 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. 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.
Sr. Director, Wealth Management- Philadelphia, PA Teachers Insurance and Annuity Association of America (TIAA)Sr. Director, Wealth Management- Philadelphia, PAPhiladelphia, PA$152,000–$176,000 / yearBusiness 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewSenior Wealth and Trust Advisor Bryn Mawr TrustSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, Vice President - Wilmington, DE The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, Vice President - Wilmington, DEWilmington, DEOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Senior Wealth and Trust Advisor Wsfs FinancialSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Marketing Senior Director - Personal Wealth Vanguard GroupMarketing Senior Director - Personal WealthMalvern, PAThis will include leading cross-functional teams to shape digital campaigns, cross-selling opportunities, thought leadership, content strategy, and relationship-deepening programs to help how Vanguard brings retail value propositions to life. Act as a strategic marketing advisor to Personal Wealth business leadership by building relationships, offering insights to guide business direction, and ensuring full accountability for marketing.