- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... the AUM by 2030. We are looking for 3 Senior Directors, Data and Analytics to be responsible for...and management for 3 teams: Digital, Data & Strategy; Wealth Management, Operations and Risk; and Advice, Distribution and… more
- Vanguard (Malvern, PA)
- … engagement. You've led sales coaching and practice initiatives in asset management, wealth , or financial advisor services environments and know how to translate ... sales excellence is foundational to that transformation. As the Senior Manager, Head of Sales Practice Management & Coaching...of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development… more
- Vanguard (Malvern, PA)
- …strategic vision with execution. You've led strategy development in asset management, wealth , or financial advisor services environments and understand the ... a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial... Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design… more
- Vanguard (Malvern, PA)
- As the Senior Lead Data Analyst for Advisor Client Insights, you will leverage advanced analytics and scientific techniques to uncover what advised clients care ... practical recommendations. A key aspect of this role is partnering closely with Wealth Management Analytics to integrate deep investor insights with advisor … more
- Vanguard (Malvern, PA)
- …are modernizing our distribution ecosystem to deliver a more seamless, data-driven, and advisor -centric experience. As the Senior Manager, Head of Sales Process ... of high-performing sales organizations. You've led process transformation in asset management, wealth , or financial advisor services environments and know how to… more
- Vanguard (Malvern, PA)
- …leadership. You've built GTM designs and led activation in asset management, wealth , or financial advisor services, and you understand the rhythms ... ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor… more
- JPMorgan Chase (Wilmington, DE)
- …at managing in a fast-paced environment. **Job Responsibilities** + Manage the Wealth Advisor Partnership Program to operationalize a scalable referral model ... You will be responsible for operationalizing wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding… more
- Vanguard (Malvern, PA)
- …ensuring our platforms remain competitive and responsive to a rapidly evolving wealth landscape. . Communicate architecture strategies to senior executives and ... architecture or large-scale system design. . Deep understanding of wealth management platforms, advisor tools, and client.... Deep understanding of wealth management platforms, advisor tools, and client experience. . Proven success in… more
- Vanguard (Malvern, PA)
- …career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Vanguard (Malvern, PA)
- Advice and Wealth Management Risk is a team of high...to the business. + Act as a consultant for senior management team to draw on for advice and ... procedures. + Leverage the best practice for advice and wealth management, and work with controls function and project...culture. + Keep updated on any specific advice and wealth regulatory requirements including any upcoming changes, and support… more
- Vanguard (Malvern, PA)
- …content, taxonomy, and metadata design. + Financial services domain: Experience in advisor , wealth , asset management, or related financial services areas. + ... Vanguard's Financial Advisor Services is transforming the way advisors interact...our products and expertise through digital channels. As the Senior Personalization Strategist, you will lead the strategy, systems,… more