- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, ... candidate will meet the following qualifications: - must have current or prior fiduciary experience - compliance and risk experience **Job Description** + Engages… more
- Vanguard (Malvern, PA)
- …Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service ... 'direct indexing', primarily through custom tax managed equity portfolios. In this Investment Performance Analyst role, you will be responsible for oversight and… more
- Geisinger (Wilkes-Barre, PA)
- …quality, timeliness and efficiency improvements while achieving a favorable return on investment . Job Duties + Develops work plans for discrete projects and program ... and applies relevant best practice improvement tools and solutions from prior training and experience, internal best practices, literature and external… more
- Deloitte (Pittsburgh, PA)
- …May 31, 2026. What You'll Do As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Bank of America (Pittsburgh, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (Philadelphia, PA)
- …May 31, 2026. What you'll do As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Guardian Life (Harrisburg, PA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Raymond James Financial, Inc. (Oil City, PA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.… more
- Commonwealth of Pennsylvania (PA)
- …WORK As a Human Resource Assistant 2, you will serve as the primary time advisor and FMLA liaison for the Parole Board, SOAB (sexual offenders assessment board), OVA ... ways to save money and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance We know there's more to life than just work!… more
- Commonwealth of Pennsylvania (PA)
- …services through strong asset governance. You will serve as a trusted advisor , compliance enforcer, and process coach as you generate daily reports, identify ... ways to save money and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance We know there's more to life than just work!… more