- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales Strategist is strategy ... and operations focused and uniquely positioned within one of FAS's main distribution groups, the RIA Channel Management team. This high-octane team is responsible… more
- PNC (Pittsburgh, PA)
- …Corporate Finance, Credit Decisions, Financial Accounting, Financial Management, Financial Operations , Investment Strategies, Legal Operations ... **Competencies** Accuracy and Attention to Detail, Collateral Management, Conflict Management, Data Gathering and Reporting, Effective Communications, Financial Statement Analysis, Flexibility and Adaptability, Generally Accepted Accounting Principles (GAAP),… more
- PNC (Philadelphia, PA)
- …Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations , Investment Banking, Revenue Recognition **Competencies** Business ... Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling **Work Experience** Roles at this level typically require a university /… more
- PNC (Wayne, PA)
- …Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations , Investment Banking, Revenue Recognition **Competencies** Business ... Acumen, Client Relationship Management, Effective Communications, Networking, Problem Solving, Value Selling **Work Experience** Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or… more
- Duquesne Light Company (Pittsburgh, PA)
- …business plan. The Specialist will serve on a centralized team for capital investment management working closely with Operations personnel that are responsible ... planning, risk/opportunity assessments, and periodic/ad hoc reporting. + Analyze investment opportunities, conduct financial modeling, and prepare reports to assist… more
- Vanguard (Malvern, PA)
- …continuous learning. + Cross-Functional Stakeholder Partnership: Collaborate with product, operations , enterprise technology, investment , and distribution teams ... leadership role responsible for shaping the future of personalized investment through cutting-edge technology, scalable platforms, and seamless integration across… more
- Deloitte (Philadelphia, PA)
- …+ Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations ... leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools + Preparing for and leading Discovery workshops to document and validate detailed user stories + Addressing sales planning and/or… more
- Evolent (Harrisburg, PA)
- …experience + Minimum of 3 years of work experience, preferably in consulting, investment banking, healthcare strategy or operations role in an analytical ... environment. + Background with value-based care payor or provider organizations . Experience with specialty care management is a plus. + Strong analytical abilities, including extensive experience using Microsoft Excel. + Ability to identify, structure and… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Robert Half is looking for a Senior Operations Specialist to join our client's team in the Philadelphia area. This Senior Operations Specialist role ... is crucial in ensuring the accurate management and reconciliation of client investment accounts, as well as supporting reporting processes. The position offers a… 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