Director, Wealth Advisor BNYDirector, Wealth AdvisorPittsburgh, 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. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.
Tax Manager (mostly Remote) JobotTax Manager (mostly Remote)Lancaster, PARemote$115,000–$160,000 / 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. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
Audit Manager - Public Accounting JobotAudit Manager - Public AccountingYork, PA$120,000–$180,000 / 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. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
REMOTE Tax Manager (International Tax) - Top 100 firm JobotREMOTE Tax Manager (International Tax) - Top 100 firmAllentown, PARemote$95,000–$150,000 / 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. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Allentown, 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.
NewTax Senior Manager, Digital Transformation & Innovation Product Management (SALT) bdo consultingTax Senior Manager, Digital Transformation & Innovation Product Management (SALT)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.
NewSenior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupPhiladelphia, PA$99,750–$262,500 / yearA Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
NewBusiness Analyst Senior Manager, DT&I (Partnership) bdo consultingBusiness Analyst Senior Manager, DT&I (Partnership)Philadelphia, PA$170,000–$240,000 / yearThe 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. Eight (8) or more years of experience as a business analyst, project coordinator, project manager, business manager, technical writer, technical support, or systems analyst, required.
NewAssurance Experienced Manager bdo consultingAssurance Experienced ManagerPittsburgh, PA$130,000–$160,000 / yearTraditionally responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. 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.
Assurance Manager bdo consultingAssurance ManagerPhiladelphia, PA$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. 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.
NewFacilities Manager Schneider's DairyFacilities ManagerSeneca, PASchneider’s Dairy serves schools, healthcare facilities, supermarkets, restaurants, convenience stores, and food service companies throughout western Pennsylvania, eastern Ohio, and parts of West Virginia. Collaborate with sales teams, Schneider’s branches, internal departments, external carriers, and vendors to support daily operations.
NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Philadelphia, PABCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
NewTax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesPittsburgh, PA$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
NewTax Manager, International Tax Services bdo consultingTax Manager, International Tax ServicesPhiladelphia, PA$79,800–$168,000 / yearThe Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
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.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerPhiladelphia, 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.
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 ServicesWork Experience.
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.
Business Experience & Planning Group Manager - PNC Wealth Management PNC BankBusiness Experience & Planning Group Manager - PNC Wealth ManagementPittsburgh, PennsylvaniaAs Director of Financial Planning within the Wealth Solutions Products, Financial Planning, and Investment Research organization, you will set the enterprise financial planning strategy across Wealth Management and Premier Banking, manage a high‑performing team of Wealth Strategists and Wealth Solutions Consultants, and partner closely with advisor leadership, digital, and technology teams. You bring a strong, informed point of view on what great financial planning looks like across client segments and delivery channels and are accountable for turning strategy into results—through technology roadmaps, operating models, advisor enablement, and coordinated go‑to‑market execution with training, marketing, and digital technology partners.
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.
Investment Manager - Product Research Associate III - PNC Wealth Management The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PAInvestment 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. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm's market views.
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 / yearInnovating 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.
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerPhiladelphia, PA$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 Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerPittsburgh, 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 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.
Wealth Manager Creative Planning IncWealth ManagerPittsburgh, PAfor more description visit this url : https://creativeplanning.com/wp-content/uploads/2026/01/Wealth-Manager-2025-5.pdf.
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.
Unit Manager, Wealth Management & Trust Federated Hermes IncUnit Manager, Wealth Management & TrustPittsburgh, PAMAJOR DUTIES: Lead and manage a team of Relationship Managers and Relationship Administrators within the Client Services division, fostering a positive, high¿performance environment focused on building long¿term client relationships and delivering best¿in¿class service to Wealth Management & Trust clients. Assess operational risks within existing policies and procedures, ensure staff are appropriately trained, and document risk implications for proposed changes for review by the Shareholder Services Operational Risk Committee (SSORC).
Business Experience & Planning Group Manager - PNC Wealth Management The PNC Financial Services Group IncBusiness Experience & Planning Group Manager - PNC Wealth ManagementPittsburgh, 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. 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.
Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncPremier Client Regional Sales Manager - PNC Wealth ManagementPhiladelphia, PA$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.
Product Manager Senior - PNC Wealth Management The PNC Financial Services Group IncProduct Manager Senior - PNC Wealth ManagementPittsburgh, 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. 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.
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.
Pre-Sales Manager - Wealth and Retirement Fidelity National Information Services IncPre-Sales Manager - Wealth and RetirementPittsburgh, PAThe Pre-Sales Manager is a highly motivated individual who understands what presales excellence looks like, has proven experience in elevating presales performance and delivering high quality presentations and demonstrations, and can successfully work with all levels within an organization to successfully manage change programs. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
Product Manager Senior - PNC Wealth Management PNC BankProduct Manager Senior - PNC Wealth ManagementPittsburgh, PennsylvaniaAs a key partner to the advisor organization, this role collaborates with Financial Advisors, Wealth Advisors, and sales leadership to improve usability, drive adoption, and execute effective go‑to‑market strategies, while also supporting relationships with third‑party product partners such as asset management firms offering mutual funds, exchange‑traded funds, and separately managed accounts. This role supports the strategy, development, distribution, and ongoing management of PNC’s investment advisory managed accounts platforms, including PNC Directions, Capital Directions, and Portfolio Solutions, with responsibility across the full product lifecycle—from asset allocation model implementation and platform enhancements to performance reporting, client experience, and regulatory alignment.
Wealth and Investment Portfolio Manager III Huntington Bancshares IncWealth and Investment Portfolio Manager IIIPittsburgh, PABasic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property.
Consulting Manager - Data Analyst - Wealth & Capital Markets Cognizant Technology Solutions CorpConsulting Manager - Data Analyst - Wealth & Capital MarketsOaks, PABy 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.
Tax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthPittsburgh, PennsylvaniaBaker 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, 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.
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 The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementPottsstown, 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPennsylvaniaIn 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.
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.
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.
Financial Advisor- Wealth Management Merit Financial AdvisorsFinancial Advisor- Wealth ManagementHershey, PABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
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. What 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.
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).
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.