- 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 ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- TD Bank (Philadelphia, PA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (FA) role is designed for motivated and ambitious ... FA will have a successful track record of selling investments and providing financial planning. You will leverage this experience to service the unique and complex… more
- M&T Bank (Radnor, PA)
- …situations and providing best practices. Manage the Investment Oversight and Centralized Review Unit (CRU) focusing on ensuring regulatory compliance and working ... particularly those where assets are not liquid. Oversee the national Investment Advisor Leads Program, which is a partnership between Asset Management and field… more
- The Cigna Group (Philadelphia, PA)
- …will also be maintained in parallel with the Excel model to support centralized pricing functionality. The responsibilities of this role are to understand new ... through the use of mathematical and statistical models in bid modeling and financial analyses, etc. + Completing ad hoc assessments and projects for corporate-wide… more
- Wells Fargo (Philadelphia, PA)
- …Wells Fargo is seeking a Business Accountability Specialist - Fiduciary Fees in the Centralized Fee Unit team in Banking, Lending and Trust. The position is part of ... at wellsfargojobs.com. **In this role, you will:** + The Centralized Fee Consultant is a member of a ...and evaluate bank compliance + Certified Trust and Fiduciary Advisor (CTFA) + Intermediate Microsoft Office (Word, Excel, Outlook,… more
- TD Bank (Marlton, NJ)
- …for and trades executed in the TDPCW Broker Dealer and Registered Investment Advisor , as well as our fixed annuity insurance platforms. In addition, the Principal ... to help identify trends areas of concern + Executes centralized control report activity used to issue inquiries to...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- University of Pennsylvania (Philadelphia, PA)
- …efforts and management of nationally competitive fellowships processes in one centralized office serving the entire University. Leading with the principle that ... the nationally competitive fellowships. Job Description Job Responsibilities: Scholarship Advisor for Post-Graduate Nationally Competitive Fellowships + Manages fellowships… more