- 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
- 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 (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
- 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
- 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
- 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 (Philadelphia, 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
- Deloitte (Philadelphia, PA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Deloitte (Philadelphia, PA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Philadelphia, PA)
- …conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax ... new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities;… more
- Deloitte (Philadelphia, PA)
- …Tax Manager build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors ... every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies,… more
- Deloitte (Philadelphia, PA)
- …group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new ... every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies,… more
- Deloitte (Horsham, PA)
- …environment? Are you looking for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be the place for you! Join ... for leadership by balancing the complexity of data, coding/visualization platforms, and client demands + Support the automation and streamlining of projects to… more
- Deloitte (Philadelphia, PA)
- …the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance ... + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + Bachelor's degree in accounting,… more