- Neuberger Berman (PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This ... and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop...information in Neuberger Berman CRM database + Work with internal partners, including the Client Advisory Team, Alternative… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- Deloitte (Philadelphia, PA)
- …such as private equity, hedge funds, fund of funds, real estate investment trusts and real assets including real estate, renewables, shipping, agriculture, aircraft, ... the quarter + Develop, maintain relationships and collaborating with all internal and external stakeholders including Fund/entity Auditors and administrators + Work… more
- Deloitte (Philadelphia, PA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise clients...related to sustainability and ESG, including programs under the Internal Revenue Code ("IRC"), such as: + IRC section… more