- KeyBank (Corry, PA)
- …meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe ... recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains individual activity, behavior,… 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
- Verint Systems, Inc. (Harrisburg, PA)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- American Water (Mechanicsburg, PA)
- …with other functions), and support the annual development of the 5-year capital investment plan. * Prepares and maintains asset investment plans and strategic ... address operational needs, operational efficiencies, asset management and strategic investment goals set by the State/Coporation based on prioritization models.… more
- Vanguard (Malvern, PA)
- …with the Head of Taxable Money Markets to develop and implement investment strategies for all Vanguard money market portfolios. + Day-to-day responsibility for ... credit research, trading operations, Office of the General Counsel, investment risk, and investment strategy. + Help...for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
- Deloitte (Philadelphia, PA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... for success in your role and career. Your responsibilities will include: + Lead strong client relationships on tax consulting engagements + Advising clients on… more
- Vanguard (Chesterbrook, PA)
- …Audit & SOX department is hiring an Internal Audit Manager for the Global Investment and Financial Audit Services (GIFAS) team! This is a high-impact, people leader ... role is for candidates with strong people leader experience within the investment and financial auditing space. If you're passionate about talent development,… more
- Vanguard (Wayne, PA)
- …Do you excel in leading a team and stakeholder management in researching complex investment products? If so, we invite you to join Fund Events and Transitions, the ... managers and specialist in leading the charge in advancing strategic investment product opportunities, presenting innovative ideas to mitigate risks, and optimizing… 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
- Ankura (PA)
- …million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on ... and expanding Ankura's market presence. Key Responsibilities . Originate and lead financial due diligence engagements, generating $2-$4 million+ in annual revenue.… more