- World Insurance Associates, LLC. (Berwyn, PA)
- …and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients ... leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and closing new… more
- JPMorgan Chase (Pittsburgh, PA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… more
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... and procedure as well as statutory and common law requirements + Administer client accounts in order to create, expand, and serve relationships + Identify customer… more
- Bank of America (King Of Prussia, PA)
- Business Solutions Advisor - King of Prussia King of Prussia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- M&T Bank (State College, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more
- M&T Bank (Radnor, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… more
- PNC (Pittsburgh, PA)
- …to contribute to the company's success. As a Senior Executive Compensation Advisor within PNC's Executive Compensation organization, you can sit in Pittsburgh, PA; ... effectiveness and competitiveness of existing programs and model potential impact of alternatives and future programs * Participate in preparation of the Proxy… more
- The Cigna Group (Philadelphia, PA)
- The job profile for this position is Architecture Senior Advisor , which is a Band 4 Senior Contributor Career Track Role with Cigna-Evernorth Services, Inc. + Acts ... for diverse development platforms and computing environments. + Works closely with client and IT management and staff to identify application development solutions,… more
- M&T Bank (York, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... of each customer and with the client 's best interest in mind. Mentors less experienced Advisors....partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… more
- Santander US (Elkins Park, PA)
- Financial Advisor , Elkins Park, PA Elkins Park, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or ... Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure… more
- M&T Bank (Radnor, PA)
- …and macroeconomic specialists** Assisting in regular collateral production for Investment Advisor and client use** Assist in attribution and portfolio ... superior, risk-adjusted returns through innovative solutions: Equity, Fixed Income, Alternatives , and Multi-Asset.** **Department Responsibilities:** **You'll work closely with… more
- M&T Bank (Radnor, PA)
- …advisors to develop a complete understanding of their needs to add value to client relationships by serving as trusted advisor to resolve existing issues, ... aspects of assigned accounts that include significant and complex fiduciary client relationships, including assessing and managing risk, appropriate exercise of… more
- Black & Veatch (Canonsburg, PA)
- …and Copper Rule Improvements (LCRI) projects. The LCRR Regional Lead will support Client Directors within their region on new business pursuits related to LCRR. The ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and supporting new business pursuits and proposal… more
- Citizens (PA)
- …and operational processes, including expertise in governing and managing the full Trust client lifecycle. As the First Line Risk Senior Manager, you will represent ... Private Wealth risk and compliance programs for dual-registered Broker-Dealer/Registered Investment Advisor , and RIA serving ultra-high net worth clients, 12 CFR 9… more
- Deloitte (Philadelphia, PA)
- …Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. This ... Value Chain: Estimate supply chain emissions, identify sustainable sourcing alternatives , improve traceability through digital platforms and partnerships, and… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- PNC (Philadelphia, PA)
- …well as working closely with other members of the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime ... *Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is a plus.… more
- Deloitte (Harrisburg, PA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Turner & Townsend (Lancaster, PA)
- …sectors worldwide. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture. ... large scale capital programs. + Interface with project stakeholders as a trusted advisor to provide guidance and recommendations for the project. + Prepare baseline… more