- Neuberger Berman (Radnor, PA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- 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
- Bank of America (Philadelphia, PA)
- Business Solutions Advisor -Mandarin Required -10th and Chestnut Financial Center Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided ... 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 (Lancaster, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs… 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
- M&T Bank (York, PA)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... of each customer and with the client 's best interest in mind. Mentors less experienced Advisors....partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions across the Wealth continuum… more
- Santander US (Hershey, PA)
- Financial Advisor , Hershey/Harrisburg, PA Area Country: United States of America + Achieve and exceed both individual and branch related sales and revenue goals as ... 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 (Pittsburgh, PA)
- …individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the ... client has access to all resources and solutions of...+ Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists… more
- Deloitte (Pittsburgh, PA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… more
- Deloitte (Philadelphia, PA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Marriott (Harrisburg, PA)
- …Manages continuous improvement program to improve quality, consistency, and client satisfaction. **CANDIDATE PROFILE** **Education and Experience** **Required:** o ... Influencing technology strategy by providing strategic advice, being a trusted advisor to discipline partners for leveraging/customizing software to meet their… more
- Bank of America (Blue Bell, PA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… 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 (Harrisburg, 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
- KPMG (Harrisburg, PA)
- …to the firm's environment and data; serve as an internal trusted advisor providing security consulting services across multiple technical domains to project teams ... trade-offs, and solve problems through identification of compensating control alternatives while enabling the business + Develop and maintain...for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by… 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