- Sands Investment Group (Philadelphia, PA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- M&T Bank (Wilmington, DE)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either ... the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing,...* Specific knowledge of trust, estate, and tax rules; investment principles; and fiduciary standards * Current or prior… more
- Vanguard (Malvern, PA)
- …analysis, and business goals. Business partners include those in FAS ( Sales , Digital Product Management, Marketing, User Experience, Investment Advisory ... The Financial Planning & Coaching Senior Offer Development Strategist role is an exciting...role is an exciting opportunity to join the Financial Advisor Services (FAS) division at Vanguard in our … more
- Deloitte (Philadelphia, PA)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... regulatory reporting. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build...with and add value to our clients. As a Senior Consultant, you will have opportunities to: + Serve… more
- Deloitte (Philadelphia, PA)
- …post-merger support for clients as they assess JVs, Partnerships, Acquisitions, or potential sales . As a product tech diligence Senior Consultant, you will serve ... advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who are comfortable in an...the alignment of the deal macros with our clients' investment theses, focuses on the foundational maturity of the… more
- Deloitte (Philadelphia, PA)
- …opportunities to build credibility with and add value to our clients. As a Senior Consultant, you will have opportunities to: + Serve as primary client contact or ... lifecycle from initial conception to implementation + Serve as subject matter advisor on client projects, including providing recommendations to improve or transform… more
- The Hartford (Wayne, PA)
- … sales , marketing, product, and client service teams + Promote investment product sales through frequent client meetings/discussions about investment ... Management (SRM) is a key member of Hartford Fund's Sales Leadership team and responsible for developing and cultivating...satisfaction and issue resolution + Serve as a trusted advisor , understanding client business models, investment needs,… more
- M&T Bank (Wilmington, DE)
- …support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the opportunity ... delivery and expand relationships + Serve as support associate to Wealth and Investment advisors asrequired + Participate in sales effort, continuing to partner… more
- JPMorgan Chase (Wilmington, DE)
- …wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies for ... we collectively partner to win more share of client's investment wallets. You will be responsible for delivering a...and execution skills, and experience in financial services/banking and/or sales are essential. The ability to adapt and remain… more
- SAP (Newtown Square, PA)
- …and AI. You will harness your expertise to build and influence senior partner relationships, shaping sales strategies, co-innovation initiatives, implementation ... models, and sustained partner investment in scaling new solutions. Additionally, you will ensure...across the entire customer lifecycle, acting as a trusted advisor during pre- sales and post- sales … more
- SAP (Newtown Square, PA)
- …grow and succeed. **What You'll Do:** The Chief Data Architect is a senior technology leader responsible for defining and governing the customer's end-to-end data ... services to enable scalable analytics and AI use cases. As the primary architecture advisor to SAPs top Enterprise Customers, you will shape their data strategy and… more
- TD Bank (Mount Laurel, NJ)
- …risk. **Role Positioning Statement** This role is intentionally designed as a senior enablement leadership position, aligned to VP-level Sales Enablement Lead ... Description:** **Role Summary** The Product Enablement & Training Lead is a senior enablement leadership role within the Product Readiness & Rollout (PR&R) team,… more
- City National Bank (Wilmington, DE)
- …clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of ... and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project...movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against… more
- Travelers Insurance Company (Blue Bell, PA)
- …to business partners. Influence and communicate strategic portfolio recommendations to senior leaders at the Enterprise level. + Successful execution and completion ... leading a portfolio of assigned strategic initiatives, the position will be an advisor and at times lead on many Enterprise initiatives. Operational: + Lead… more
- WTW (Philadelphia, PA)
- …plan design + Lead fee benchmarking and vendor search RFPs + Coordinate with sales and lead relationship managers to identify, develop and support strategic sales ... Finalize and present quality deliverables to clients + Establish a trusted advisor role with clients and provide consistent, superior relationship management + Build… more
- Bentley Systems (Exton, PA)
- …consistent standards, measurement, and operating models. + Serve as Bentley's senior expert on event portfolio strategy-hosted, owned, third-party, partner, and ... Leadership** + Partner deeply with Product Marketing, Brand, Field, Sales Engineering, and Executive Leadership to ensure the events...leadership, and pipeline goals. + Act as a trusted advisor to C-level leaders on event strategy, ROI, customer… more
- ARAMARK (Philadelphia, PA)
- …strategic finance leader will serve as a trusted business partner across sales , business development, technology, and operations. The ideal candidate will be both ... with corporate, functional, and business unit leaders. o Serve as a trusted advisor to the President and leadership team, providing insights that drive long-term… more
- Forrester (Philadelphia, PA)
- …applications with AI agents. + A demonstrated ability to serve as an advisor to senior management and C-level clients. + Superior client-facing communication; ... experiences; and 3) fostering a culture of collaboration across our research, sales , product, and customer success teams. The Principal Analyst has a strong… more