- Vanguard (Malvern, PA)
- …in service of enabling Vanguard's clients. Summary As the Senior Fixed Income Client Portfolio and Product Manager you will be responsible for ... partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members of the executive team. As… more
- M&T Bank (Radnor, PA)
- …maintenance in order to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models ... Present analysis or address questions during credit discussions or presentations. + May attend client calls with RMs in order to gain a thorough understanding of the… more
- M&T Bank (Philadelphia, PA)
- …maintenance in order to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models ... Present analysis or address questions during credit discussions or presentations. + May attend client calls with RMs in order to gain a thorough understanding of the… more
- Raymond James Financial, Inc. (Villanova, PA)
- …and high-net-worth (HNW) clients.** **Job Summary** The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting ... and annual financial statements provided by clients * Accompanies the relationship manager on prospect / client calls when appropriate **Qualifications**… more
- Deloitte (Philadelphia, PA)
- …and firm. Recruiting for this role will end on 12/27/2024 Work you'll do As a Senior Manager , you will lead and deliver large, complex client engagements ... The US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they...or divestiture. MAR MO Professionals advise and interact with senior client leadership which provides them exposure… more
- KPMG (Philadelphia, PA)
- **Business Title:** Manager / Senior Manager , Tax - Asset Management/Financial Services **Requisition Number:** 113213 - 77 **Function:** Tax Services **Area ... for as a firm KPMG is currently seeking a Manager / Senior Manager to join our...Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities: + Manage a portfolio of clients of various size and scope and… more
- Deloitte (Philadelphia, PA)
- …and firm. Recruiting for this role will end on 12/27/2024 Work you'll do As a Senior Manager , you will lead and deliver large, complex client engagements ... The US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they...implement creative business and technology solutions for large companies. Senior Managers provide corporate and private equity buyers with… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Manager , Strategic Corporate Tax **Requisition Number:** 113217 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA ... for as a firm KPMG is currently seeking a Manager or Senior Manager to...manage teams of tax professionals and assistants working on client projects + Oversee a portfolio of… more
- CDM Smith (Wayne, PA)
- …Unit (FSU) Water and Facilities (WAF) Group has an exciting opportunity for an experienced Project Manager to serve as a Senior Project Manager (Sr PM), a ... key role in our federal WAF portfolio . Through effective leadership and teamwork, the Sr PM...implementation of resource-loaded scheduling capabilities and practices). **Job Title:** Senior Project Manager - Federal Civil Works… more
- Deloitte (Philadelphia, PA)
- Life Sciences Market Access Senior Manager An evolving customer and regulatory landscape, mounting pipeline of next-gen assets and portfolio pressures, and ... issues and provide clear path for implementation. Typical responsibilities of a Sr. Manager could include: + Design and establish engagement objectives and scope +… more
- SitusAMC (Plymouth Meeting, PA)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... think global but act local - come join our team! Working alongside the Senior Asset Managers, this position will have day-to-day management of a diverse portfolio… more
- Deloitte (Philadelphia, PA)
- Tax Systems - Senior Manager The role of technology in tax functions has grown exponentially in importance as resource needs change and tax regulations become ... CorpTax, Longview and other systems. As a Tax Systems Senior Manager , you will contribute to the...- Certified Business Analysis Professional + Certified SAFe(R) Lean Portfolio Manager ; + Certified SAFe(R) Architect; +… more
- Publicis Groupe (Philadelphia, PA)
- …Reporting into the Director - Business Management, the Sr. Business Manager is responsible for supporting business and financial operations and analysis ... a product specialty track within a large, complex pharmaceutical client account. This is a client -facing role...+ Runs at least one large account or a portfolio of small accounts autonomously + Runs large projects… more
- Vanguard (Malvern, PA)
- …portfolios. + Work closely with other client facing teams (eg, Sales, Client Service, ESG analysts), and Portfolio Management to deliver an exceptional ... and support with direct indexing use cases, strategy development, and ongoing portfolio needs. + Leverage industry experience and competitive knowledge to drive… more
- KPMG (Philadelphia, PA)
- **Business Title:** Senior Manager , Tax - Operating Partnerships **Requisition Number:** 117953 - 77 **Function:** Tax Services **Area of Interest:** **State:** ... for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax...tax professionals on process and tax technical; manage a portfolio of clients of varying size and scope and… more
- Deloitte (Philadelphia, PA)
- …this is you, come travel the world in our world! What you'll do As a Senior Manager on our Global Trade Advisory team, you will participate in engagements ... Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile… more
- Deloitte (Philadelphia, PA)
- …to play in this world and lead implementations. What you'll do: As an ETI Senior Manager , you will contribute to the growth and development of Deloitte Tax ... (MCSD) + CBAP(R) - Certified Business Analysis Professional + Certified SAFe(R) Lean Portfolio Manager ; + Certified SAFe(R) Architect; + Certified SAFe(R) Agile… more
- Vanguard (Malvern, PA)
- …maintains key internal and external relationships with partners and managers. + Serves as client portfolio manager and subject matter expert for assigned ... of 5-8+ years related work experience, including 3+ years experience in portfolio management, analysis, and investment manager evaluation. + Background in… more
- Burns & McDonnell (Conshohocken, PA)
- …existing client relations. + Forecast and manage sales pipeline and client portfolio diversity. + Collect, Maintain and leverage market intelligence, ... including the highest possible strategic/business authority/decision-making level. + Manage client -focused strategies and action plans that respond to client… more
- Wipfli LLP (Radnor, PA)
- …of a multi-disciplinary team helping to provide industry knowledge and experiences + Oversee a portfolio of clients of varying size and scope and act as the point of ... Manage teams of tax professionals and assistants working on client projects + Advise clients and be accountable for...to manage expectations, ensure deadlines are met, and enhance client relationships + Manage risk and financial performance of… more