- PNC (Pittsburgh, PA)
- …tailored advice and strategic planning designed to help clients achieve their savings, investment , and retirement goals. As part of your support team, our Wealth ... OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Duquesne Light Company (Pittsburgh, PA)
- …a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a ... centralized team for capital investment management working closely with Operations personnel that are responsible for capital deployment of both projects and… more
- CBRE (Philadelphia, PA)
- …in the ELITE system, communicate/prepare financials and approval packages for the Investment Committee, and direct research projects. **What You'll Do:** + Sourcing ... new acquisition opportunities and new investment sponsors by cultivating and maintaining relationships (eg, brokers, capital partners, design consultants, legal… more
- Vanguard (Malvern, PA)
- …your impact in one of the most dynamic and strategic areas of the investment industry? Vanguard is seeking a Multi-Asset Client Portfolio Manager (CPM) to join our ... to become a trusted product expert and industry authority-partnering with internal investment and distribution teams and engaging externally with some of Vanguard's… more
- Vanguard (Malvern, PA)
- …legal and regulatory space? Join Vanguard as a Legal Counsel specializing in the Investment Company Act of 1940. This role offers the opportunity to advise senior ... trust, and shape the future of Vanguard. Responsibilities: + Advise on the Investment Company Act of 1940 and related rules and regulations impacting Vanguard's… more
- JPMorgan Chase (Cranberry Township, PA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership… more
- JPMorgan Chase (Allentown, PA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...maintaining personal network of contacts + High degree of investment services and product acumen and keen interest in… more
- Sands Investment Group (Philadelphia, PA)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Broker ... foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily...well? Are you passionate about Commercial Real Estate and/or Investment Sales? Do you have your PA Real Estate… more
- Robert Half Finance & Accounting (Harrisburg, PA)
- …role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ... with clients to understand their financial objectives, risk tolerance, and investment preferences. * Create tailored financial plans addressing wealth management,… more
- University of Pennsylvania (Philadelphia, PA)
- …bring deep technical knowledge of Subchapter F, UBTI, partnerships, and investment taxation, and will be comfortable navigating the nuanced regulatory frameworks ... applicable to mission-driven institutions with sophisticated investment portfolios. Serves as a senior legal advisor, delivers...federal and state tax laws. + Provide counsel on investment tax matters, including private equity, hedge funds, joint… more