- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional … more
- Vanguard (Chesterbrook, PA)
- … Engagement Manager role, you will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead teams to ... & SOX department has an exciting opportunity for a Senior Engagement Manager - on our Business and Corporate...Demonstrated knowledge of and/or experience with sales operations and/or Financial Advisor + Services (FAS) business areas… more
- Vanguard (Malvern, PA)
- …protect the pride of Vanguard with state-of-the-art security and fraud capabilities. As the Senior Identity & Access Management Risk Advisor , you will play a ... authorization, privileged access management, credential/key management, cloud, and risk management. Senior Identity & Access Management Risk Advisor : + Provides… more
- SAP (Newtown Square, PA)
- …contributions, and a variety of benefit options for you to choose from. The ** Senior Value Advisor ** is a critical role supporting customers across multiple ... grow sales, build pipeline, and support customer adoption and success. The Senior Value Advisor provides deep business process and industry expertise,… more
- JPMorgan Chase (Wilmington, DE)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services (FAS) Marketing team is looking for a Creative Director to join our team of writers, designers, and multimedia strategists ... we seek to further our goal to be the advisor to the advisor . In this newly...In this role, you'll help tell our story to Financial Advisors, highlighting how our thought leadership, investment products,… more
- Vanguard (Malvern, PA)
- About Vanguard Personalized Indexing (VPI)Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary ... growth of Vanguard Personalized Indexing (VPI) this VPI expert will: + Partner with Vanguard's Advisor and VPI Sales teams to drive adoption of VPI by new clients. +… more
- Wells Fargo (Wilmington, DE)
- … to guide and influence others in growing relationships + Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, ... **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager to join the Emerging Middle Market team covering the PA and DE… more
- Vanguard (Malvern, PA)
- …high-level subject matter expert and part of a global team managing enterprise-wide financial crimes program. Leads a team of financial crimes specialists ... crimes governance, risk and strategy, and technology oversight. Senior leader will manage AML oversight process, including risk...compliance and protect shareholder assets. Serves as a trusted advisor to the business and partners with leaders to… more
- Vanguard (Malvern, PA)
- …proactive, comprehensive perspective on control health. There are 2 positions available: the Senior Methodology Advisor and the Senior Assessment & ... forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitors financial ,...organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the… more
- Bentley Systems (Exton, PA)
- ** Senior Manager, Technical Accounting & Reporting** **Location:** This role could either be Office-Based at Exton, PA, or Hybrid or Home-Based in US. **Position ... Summary:** The Senior Manager, Technical Accounting & Reporting is a newly...role will require partnering with key stakeholders, including Revenue, Financial Reporting, Tax, Treasury and M&A. The role will… more
- Vanguard (Malvern, PA)
- Serves as the Business Partner point of contact for multiple core FAS ( Financial Advisor Services) subdivisions. Responsible for overseeing and managing segments ... is a highly visible role that will engage with senior leadership across high priority functions within Vanguard Data...upport the portfolio of work for FAS Marketing and Advisor Solutions. This is a unique opportunity that will… more
- Wells Fargo (Wilmington, DE)
- …channel to help elevate execution. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence successful delivery of innovative ... Wells Fargo is seeking a Salesforce Marketing Cloud (SFMC) Senior Lead ( Senior Lead Marketing Consultant) on...Email Marketing Campaign channel execution experience, preferably within the financial services or banking industry + 5+ years of… more
- JPMorgan Chase (Wilmington, DE)
- …our stakeholders with the right information to make data-driven decisions. As a Senior Analyst in the Paid Media Analytics team, you will have the opportunity ... goals + Establish and track campaign performance KPIs, communicating findings to senior marketing partners to improve strategy + Aggregate data across platforms and… more
- Vanguard (Malvern, PA)
- …full service, investments, advice, and products-to all clients, across all channels. As a Senior ERISA Consultant, you will play an integral role in the success of ... Evaluate client needs and objectives and act as an advisor to Client Success Executives. Develop a strategic approach...and regulatory changes, and fiduciary best practices. + Inform senior executives of the legal and regulatory impact of… more
- Bank of America (Wilmington, DE)
- …within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed Supervision, ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut;...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Wells Fargo (Wilmington, DE)
- …support for complex marketing content across multiple CMS platforms + Act as an advisor to senior leadership to develop or influence successful delivery of ... **About this role:** Wells Fargo is seeking a Senior Lead Marketing Consultant on the Marketing Channel...multiple projects from planning through execution. + Experience in financial services or banking ideal, but not required +… more
- Vanguard (Malvern, PA)
- …Cloud Engineers, and Data Engineers to develop the next generation of AI/ML-enabled financial fraud and financial crimes prevention solutions. You will lead the ... with product owners and business partners as a trusted advisor for engineering/technology. + Serves as a machine learning...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Ricoh Americas Corporation (Exton, PA)
- Senior Counsel, Technology Contracting & Compliance POSITION PROFILE Provides legal advice on technology and other commercial contracts, including contract drafting, ... as well as other legal matters affecting Ricoh's business. Primary legal advisor for privacy and data security. Job Duties and Responsibilities + Reviews,… more
- Wipfli LLP (Radnor, PA)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... accounting software applications + Research tax related issues and other related financial reports Qualifications: + Bachelors degree in accounting or an equivalent… more