- Truist (Philadelphia, PA)
- …mentioned below. Specific activities may change from time to time. **Responsibilities :** * Lead and manage one or more Truist Wealth Team's in an assigned region or ... in the high net worth client segment * Effectively lead the team to work with various specialists and...service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in… more
- Vanguard (Malvern, PA)
- …provide trusted counsel to business leaders, shape the development of new investment and financial planning capabilities made available in our advisory offers, and ... ensure compliance across trust administration, corporate trustee, and investment management services for ultra-high net worth investors. If you're ready to make a… more
- Canon USA & Affiliates (Harrisburg, PA)
- …workstream roadmap in conjunction with Mid Term business plans and advise on investment decisions to mature assigned workstream. + Lead meetings to discuss ... of application structures, functions, and processes. + Demonstrated ability to lead complex business process reengineering efforts. + Demonstrated ability to… more
- Lincoln Financial (Radnor, PA)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... programs & initiatives. They will also lead special projects, and coach and develop less experienced...experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory,… more
- Vanguard (Malvern, PA)
- …behavioral insights using one of the largest investor datasets in the world. The Investment Strategy Group (ISG) is a global team that serves as Vanguard's in-house ... research to help shape perspectives, plays a central role in developing Vanguard's investment and advice methodology, and informs decisions about our investment … more
- Vanguard (Malvern, PA)
- …investors, to treat them fairly, and to give them the best chance for investment success. Known for our strong ethical business practices and client focus, Vanguard ... Vanguard seeks a highly skilled broker-dealer compliance professional to lead strategic compliance activities related to business initiatives, firm supervision,… more
- MetLife (Philadelphia, PA)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... the Public Fixed Income Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s institutional investment management business.… more
- Vanguard (Malvern, PA)
- …meeting their investment goals. + Execution of the sales and lead generation strategy for outreach, with a particular focus on growing relationships, attracting ... promoters of Vanguard. + Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through targeted cold calls… more
- Lincoln Financial (Harrisburg, PA)
- …strategic and detailed-oriented professional to join our Total Rewards team to lead critical components of our executive benefits and international benefit programs. ... needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds...and governance of the frozen UK pension plan * Lead the design, implementation and administration of Bermuda-specific employee… more
- Aegon Asset Management (Philadelphia, PA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more